Hey @AtYourService - I'm so happy to hear that the video helped! Moving
to your question, the reason why it is doing so is because in the
screenshots you have selected the performance bonus rule. The
performance bonus rule provides commission/bonus t...
Hey Ryan! I went ahead and recorded you a brief video that may help:
https://www.loom.com/share/e939af2cc4e14fc8a0df7202591b0a33For
additional clarification, I would suggest connecting with your Success
Manager on getting this setup in your account.
Hey Miranda! This is expected. Jobs appear on the heat map when the job
is completed, the location is verified, and the invoice meets or exceeds
the job type sold threshold. Here's more information:
https://help.servicetitan.com/how-to/modular-dashbo...
Your Success Manager should be able to assist in understanding Pricebook
utilization within a given period. I would suggest reaching out to them
to run the "Pricebook Utilization Query in SQL" and they'll be able to
provide an excel file denoting how...
Hi @sarajane525 ! For this workflow, I would recommend using payroll
adjustments to account for additional gross pay and leave the job's
timesheets as they are. Here is more information in this article, check
out the section on how to add a payroll a...
