Commission Management v18

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Rep batch (deposit)

1099 reps · one bill per rep

Manager batch (payroll run)

W2 managers · commissions + all unbilled SM overrides · $0 net

Pending JobTread imports

All commissions

Batch history — one entry per rep per run

Monthly SM override batchesIncluded in manager payroll batch when generated

All unbilled SM override months are automatically included the next time the manager payroll batch is generated.

Clawback log

Commission calculator

Revenue ($)

Cost ($)

Sales rep

Current commission tiers

Viewing as:

All Commissions

Commission tracks & tiers

SM override batch interval

How often SM overrides are grouped into payroll batches.

Sales reps & managers

App users Deactivating blocks login but keeps all data

JobTread integration

Pulls jobs, revenue, cost, and rep assignments directly from JobTread.

Setup: go to app.jobtread.com/grants, create a grant key, then run in your terminal:
supabase secrets set JOBTREAD_GRANT_KEY=grant_xxx --project-ref kaukpufdcozadximlovh

JobTread document templates

Click Fetch from JobTread to load your templates. Mark each as Contract (becomes a base commission), Change Order (becomes a CO addition/deduction), or Ignore.

Upload vendor invoice

📄

Drop a PDF, image, Excel, or CSV here — or click to browse

Supports PDF, PNG, JPG, XLSX, CSV

Invoice review queue

Unbatched

Batched

Ready to push to QBO

Batch history

QBO vendor mappingsRemembered per vendor — applied automatically on next upload

Reason for rejection

Standard contract

CO — Addition

CO — Deduction

Contract signed date

Financing fee (% of revenue added to cost)

⚠ No base job linked — rate is admin-entered. Verify this clawback is intentional.

Status (auto-derived)

SM override

Override manager

Custom amount (blank = auto)

Voided — hide from active views and batches

Existing commission row

QBO customer (Customer:Location:Job)

Carve-out tier matching Subtract each tier's SM% from its Min GP% threshold when matching this rep's jobs to a tier. Lets the rep qualify for higher tiers more easily to compensate for the SM payout.

Creates a new user account. You'll receive a temporary password to share with them.

Full name

Role

New commission rate (%)

Admin note (visible to rep)

Saving will apply this mapping to all invoices from this vendor that are not yet batched.

Pinned accounts (★) appear in the per-line dropdown by default. Click ☆ to pin an account. Use Refresh to re-sync from QuickBooks.

ADD MANUALLY (use only for accounts not yet in QBO)

Account number

Account name

Note (visible to you and admin)

Override manager

Override amount ($) (leave blank to use calculated value)

Add payment

Amount ($)

Date received

Note (optional)

Total received

Mark as paid in full (triggers final commission)

Reason

Notes

Rep clawback amount