Creating a Commission Rate and Assigning it to an Employee

Why Should I Set Up Commission Rates in ServiceMonster?

If you use commissions with your employees then setting them up in ServiceMonster takes the pressure of tracking those off you. Once you have created and assigned commissions in ServiceMonster the system will track and calculate your commissions for you.

Click on one of these links to hop to a specific section on this page:

Creating A Commission Rate

Assigning it to an Employee

Assigning Commission From the Completion Wizard

Tracking Commissions




Creating a Commission Rate:

In the Settings tab, click on "Commission Rates".

This page allows you to see all your comission rates. You can create a new commission rate by clicking on the "+ Commission Rate" button.

Here is where you can enter in the information for that commission rate.

Including the following:

Name: Here is where you can name your commission rate. This is what you will see when using the drop down menus to assign commission rates to employees.

Active: If this is a commission rate you are currently using, leave this box checked.

Base Sales Rate: Here you can choose what your commission on base sales will be. This can be a flat rate or a percentage, you can change between the two options by using the drop down menu. You can leave this blank if you don't want a base sales rate to be included on this commission.

Upsale Rate: Here you can choose what your commission on upsales will be. (You can think of upsales as being added services the tech sells to clients. Line items can be marked as upsales from the order page or from the mobile app). This can be a flat rate or a percentage, you can change between the two options by using the drop down menu. You can leave this blank if you don't want an upsales rate to be included on this commission.

Description: The description for you commission rate.

Click on the "Save" button to create the commission rate.




Assigning it to an Employee:

If you want an employee to automatically be assigned a commission for the sales work or tech work they do, you can do that from the Employees & Users page within Settings.

From the Employees & Users page, click on the name of an employee you would like to assign the commission to. To learn how to create anew Employee or User, click here.

Then go to the options tab.

On this page, in the commissions box, you can choose the commission that will be applied if that employee is assigned as a Tech on an appointment, or as the Sales Rep on an order.

Once you have done that, click "Save"




Assigning Commission From the Completion Wizard

You can also assign commissions to employees from the Competition Wizard. For a full walk through of using the completion wizard, click here.

When looking at the "Assign Commissions" page, any employees who are a sales rep or tech on this order who have commissions assigned to them will appear here.

You can also assign commissions by clicking on the "New Commission" button.

Here you can choose the Employee and commission level. You will only be able to pick employees who have had a commission rate assigned to them from the "Employees & Users" page.

Once you have set up the commission click "Save" to save it.




Tracking Commissions

You can use the Commission page, or Reports to keep track of your commissions.

Commissions Page

You can find the commissions page by clicking on "Orders" on the left hand side menu, then selecting "Commissions"

Here you can see all the commissions assigned to employees. You can mark them as paid, and can filter the list in any way you'd like.

Reports

From the reports page, you can use the Employee Commissions report to track employee commissions.

This report will allow you to see a list of invoices with their commission information. You can also filter this list by a time range, by if the commissions are paid, and by employee.