How To Set Up Commissions In SubcontractorHub
Follow the steps below to set up commissions for SubcontractorHub users and roles.
Step 1: From the main menu go to "Manage Commission" and select “Commissions”.
Step 2: Create a new commission by clicking “New Commission”.
Step 3: Choose whether the commission is based on a role, profile, or Setter/Closer by selecting the appropriate option.
Precedence is given first to Setter/Closer commissions. If a user is assigned both a role-based and a user-specific commission, the user’s commission will take precedence over their role’s commission. The user will receive only their user-assigned commission.
Select the user, role, or profile to which the commission is assigned, and choose what the commission is for, the job type, commission type, status, and commission value. Then click “Create Commission” to save.
Note: You can now set your commission using the "Use Formula" option. Simply check the box to add your commission formula.
In the new Commissions section, formulas can now be entered, edited, and removed more easily from the manual formula entry tab. Simply type “@” to select variables from a dropdown, making the entire formula-building experience faster and more user-friendly.
To add more variables to your formula, use standard operators like (+, –, ) and type “@” again to insert additional variables from the dropdown.
Your Formula Equation for the commission will be displayed as shown below
Choose your job type, select the status, and click "Create Commission."
Step 4: Once added, commissions can be viewed and edited from the “Commissions” list.
Note 2: If you select commission by setter/closer, you can now set the setter commission separately. The percentage allocated to the setter is automatically deducted from the closer’s commission, which is initially set at 100%.
How To Set Up Commissions For The Solar + Battery Job Type
The solar + battery job type allows users to set a commission for solar proposals to which battery backup is added. Users can set a separate commission for batteries alongside the commission for solar. Follow the steps below to set up commissions for this job type.
Step 1: From the main menu go to "Manage Commission" and select “Commissions”.
Step 2: Create a new commission by clicking “New Commission”.
Step 3: Choose the commission for a user, role or setter/closer by selecting the appropriate option. Select the user or role to which the commission is assigned and choose what the commission is for. Select the “Solar + Battery” job type, commission type, status and commission value.
Step 4: From the “Is Separated” dropdown, select “Separate”.
Step 5: Select what the battery commission is for battery cost, battery margin, or the battery total cost. The battery margin is a sum of the margin assigned within the database and the margin assigned by the sales rep.
Step 6: Select the commission type and value.
Step 7: Click “Create Commission” to save.
