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?
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In Progress
Feature Request
About 1 month ago

Porter Hansen
Get notified by email when there are changes.
In Progress
Feature Request
About 1 month ago

Porter Hansen
Get notified by email when there are changes.