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FEATURES:

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2. Use Case

BUGS:

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Pinned

In Progress

Payroll Upgrades

Id like to have a UI for my employees to see their pay and expected pay for each payroll. Itd be nice to have their upsells, tips, timesheets, and commissions in the same place where they can access it. Ahead of payroll they can see expected payroll with the jobs they are assigned to under their crew booked in the calendar. Additional Ideas: A leaderboard for techs to compete to try and get the most upsells. SGL’s (Self Generated Leads) when a technician gets lead info and adds themselves as the lead source their total SGL’s are shown. Service plan upsells - A way to track service plan upsells by technicians? For Sales reps: Same expected commission for the period end with KPI’s integrated so they can see which services they’ve sold the most, how many jobs, av job price, Volume tiers/accelerators that we can create to have milestones for the sales rep to hit to get an increased commission, independent service plan cancellations, plans sold with card on file, and a leaderboard between them and other reps. Customizability for sales reps payroll Id like to be able to track inbound vs outbound leads I assign to sales reps and pay them different commissions for each Is there a way to pay sales reps on the contracted value they’ve sold. Ex $250 Tri at 20% means 20% of $750?

Porter Hansen about 1 month ago

2
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Feature Request

Completed

Payroll

- Sales rep and technician commissions calculated for certain periods - Technician increased commission on upsells or line items created from their account - Calculating technician hourly / editing technician hours within the timesheets. Editing which days they worked if they forgot to clock in or editing hours incase they forgot to clock out. - Print invoices/payroll (hours, commissions, tips) for employees/contractors - Tech performance KPIs? Via tech job checklist, # of jobs paid, callbacks or additional visits required for customer - IDEA — Performance pay integration in the future so we can calculate Total Commission – Hourly = Bonus. Bonus is paid in "limbo" the following pay period. Hourly is entitled every pay period. - IDEA — Tracking SGLs (Self Generated Leads) for technicians. (Ex: tech sees a lady walking by and gets her information as a lead, the technician is assigned to the lead automatically, but # of leads and projected value of leads is included in the KPI area for technician payroll.)

Porter Hansen 4 months ago

2
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Feature Request