Sales commission tracking your reps can check themselves
Commission plans per rep or per role, earned when the invoice is paid, with statements and clawbacks.
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Plans per rep or per role
Set one plan for every sales rep, and a different one for a senior closer. A person's plan beats their role's.
Rates that match how you pay
A percent of sold work, a flat amount per sale, a different rate per service, and a higher rate above a threshold.
Earned when paid
Commission is earned as the invoice is paid, in proportion. Or choose when the job is done.
Clawbacks without arguments
A bounced check, a void invoice or a cancelled job makes a negative line with the reason written on it.
Plan sign-ups pay too
Pay a flat amount or a percent of the first year when a rep sells a service plan.
Statements per period
Earned, pending and paid per rep, per pay period, with every line linked to its quote, invoice or job.
Birdy tracks each sales rep's commission from the quotes they sell, using the plan you set for them or their role. By default it is earned when the customer pays, clawed back automatically if a payment bounces or a job is cancelled, and shown to each rep on their own statement.
How do I set up a commission structure for sales reps?
On Settings → Commissions, the owner makes a plan and gives it to a person or a whole role. A plan can combine these rules:
Commission rules a plan can use
Percent of sold work
- How it works
- On the job's line totals before tax, after discounts
- Example
- 8% of sold work
Flat per sale
- How it works
- Once per sold quote
- Example
- $50 per sold quote
Service rates
- How it works
- A different percent per service or category
- Example
- 12% on roof soft washes
Plan sign-ups
- How it works
- Flat per plan, or a percent of its first-year value
- Example
- 10% of the first year
Threshold
- How it works
- Only above an amount, or a higher rate above it
- Example
- 8%, then 12% above $8,000
| Rule | How it works | Example |
|---|---|---|
| Percent of sold work | On the job's line totals before tax, after discounts | 8% of sold work |
| Flat per sale | Once per sold quote | $50 per sold quote |
| Service rates | A different percent per service or category | 12% on roof soft washes |
| Plan sign-ups | Flat per plan, or a percent of its first-year value | 10% of the first year |
| Threshold | Only above an amount, or a higher rate above it | 8%, then 12% above $8,000 |
Plans have start dates, so a change applies from a day you pick, not backwards. Each sale is frozen when the quote is approved: who sold it, under which plan, in which pay period. Moving a lead to another rep later never moves commission already sold. A sale can be split between two people, such as 70/30.
When is commission earned?
When the invoice is paid, by default. A partial payment earns its share. You can choose when the job is done instead.
If money goes away, so does the commission, automatically, with a plain reason: "Payment removed: Check bounced", "INV-1004 voided", "Job cancelled". A rep whose clawbacks are more than their earnings in a period carries the balance forward. Nobody has to argue about it, because every line links to the quote, invoice or job it came from.
Can reps see their own commission?
Yes. Each rep sees "My earnings: $1,840 earned this month, $620 pending" on their Today screen and their own statement in Reports. They never see anyone else's. The office doesn't see commissions at all. The owner sees everyone.
Pay periods are weekly, every two weeks (the default), twice a month or monthly. When a period ends, the owner marks it paid for everyone or rep by rep, and exports a CSV. Commissions are also in the payroll CSV.
Questions
Can commission be a different rate per service?
Yes. Set a rate per service or per category, up to 40 of them. A service rate beats a category rate, which beats the plan's rate.
What happens to commission if a customer's check bounces?
Removing the payment creates a clawback line with the reason, so the rep's statement corrects itself.
Can two reps share a sale?
Yes. The owner or office can split an approved quote between two people in whole percents.
Do techs earn commission on upsells?
Not yet. Commission is for the person who sold the quote or plan. Crew pay by job or crew split is in time tracking.
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See it on your own customers
Create your account. We set it up with you, with your customers and your price list, before your team starts.