ServiceTitan Community

ccranfor · ‎07-13-2023

Hi Everyone!

My name is Clayton, and I'm a senior payroll implementation specialist here at ServiceTitan. I primarily focus on setting up Configurable Payroll with customers who are looking to automate their commission and bonus structure within ServiceTitan. I wanted to jump into the Community and offer assistance 🙂 What are you needing help with? Do you have any questions? Are you looking for 1:1 time to work with a specialist to set up your commission and bonus structure? Just let me know, thanks everyone!

ccranfor · ‎08-24-2023

Hello!

In order for a sliding scale commission based on the discount given to work correctly, you'll need to use the discounts created in the Discounts & Fees section in Pricebook. If this section does not show on your end, please reach out to your success manager for assistance so they can enable that for you 🙂

You'd first select either a Performance Bonus or Sales Commission on Invoice pay rule, and then build the rule like how it appears in the screenshot below:

Screen Shot 2023-08-24 at 11.47.08 AM.png

A thing to note in the screenshot above is that the first range actually goes from 0% - .099%, the second range goes from .01% - .99%, the third range 1% - 1.99%. Make sure to take that into account when building out all the ranges 🙂 Once you're done building the rule, go ahead and save it and use the Test Profile feature to test against Posted/Exported invoices to make sure it is working correctly.

That should do it 🙂 If you'd like additional assistance or need help with other profiles, here's a link to form that allows you to book out a call with us. Thanks!

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beckyjohnson · ‎02-17-2025

Hi Clayton, are you still available for assistance? We're working on Custom Payroll and spiffs and would welcome a 1:1 to help answer questions.

gpang88 · ‎01-17-2025

Hi Clayton, I just stumbled upon your post and would love to schedule a 1:1 call with you to finish setting up configurable payroll for us. Please let me know if you are still available!

Proserv1 · ‎11-14-2024

Are you still available for assistance Clayton? We are setting up configurable payroll right now and I have a few questions.

ChrisIce · ‎10-31-2023

My old Accounting person set up our Configurable payroll and it has never been correct. Can we set up a call to go through it so I can understand the workflow and what I need to fix in order for it to work properly?

ccranfor · ‎02-08-2024

Hi @ChrisIce! I'm so sorry that I missed the notification with the comment that you made here on my post. I'm sending you a DM now.

karintaylor · ‎09-19-2023

I'm just trying to figure out how to pay the techs for their drive home from their last job.

I was able to figure out a work around on paying the techs for Holidays, However, I am disappointed that ST doesn't have a viable solution for paying Holidays.

ccranfor · ‎09-25-2023

Hi @karintaylor,

As of right now, the best way to pay techs for their drive home is to create a Timesheet Code called "Drive Home." Techs can then clock into that non-job event from mobile at the end of the day to make sure their drive home is paid for.

Thank you for your feedback and your patience while we work on enhancing our timekeeping features. To help us, feel free to submit the idea on the the Ideas page where product requests are submitted. Other companies can vote on the idea so that it can be implemented 🙂 Thank you!

karintaylor · ‎09-26-2023

Thanks Clayton. I did figure it out and I have it set up. I appreciate your help.

I have submitted ideas on the Ideas page. They are just waiting for votes. Thanks again.

Dzanga · ‎08-23-2023

Hey Clayton!

Trying to configure a commission based on invoice subtotal, with commissions adjusted based on a discount range as a percent.

Ex. Invoice is $10,000, discount was $100 (1%), Base Commission is 8%, with a 1% discount the adjusted commission should be 7.75%

Any help with this would be greatly appreciated

ServiceTitan Community

Configurable Payroll Assistance