Set Fieldworkers Share Per service

Set Fieldworker Share Per Service Industry Label

Admin users can pay their Fieldworkers share based on two payment structures, the Fieldworker receives the service payrate as a commission or based on an hourly scheme. 

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What’s a Fieldworker share?

A Fieldworker Share is the payment received by fieldworkers for each assigned, completed booking. Admin users can set the payment structures for every fieldworker their company has. Each fieldworker can have different payment structures set for different services.

If there is a custom fieldworker share set-up for a specific booking, then the custom set value will override all other calculations and will be applied to all fieldworkers. 

Payment Structures

Admin users can set Fieldworkers preferred Service Payrates or payment based on one of the below structures:

  • Commission 
  • Hourly
Using Commission as a default Service payrate:

In case of applying commission as a payment structure, Admin users will need to set both the Base commission rate and the Upsale Commission rate, which can be set as a percentage of the Service Sub Total “excluding tax”, or as a flat rate, noting that only one Commission can be applied “Base commission” or “Upsale commission” for the same Fieldworker.

Using Hourly structure as a default Service payrate:

Admin users can pay Fieldworkers using an Hourly payment structure, where a Fieldworker might receive different rates based on the working hours scheme applied as displayed below:

How to set up the Service payrate?

Admin users may set the preferred payrate through one of the below methods:

  • Creating/Editing a service.
  • From the Fieldworker Profile.
  • From the Fieldworker payment agreement.
Set-up share while creating/editing service

Admin users may set the Fieldworker Share for a certain requested service while adding the service or when editing it, below are the steps to set the Fieldworker share via the Edit option:

  • Navigate to Settings from the Left-side menu, then scroll to Service Settings
  • Click on Service Settings> Services
  • Scroll to the targeted service, then click on the 3 dots to the right then click on Edit as displayed below:
  • You’ll be redirected to the Edit Service page, click on Cost & payrates.
  • Scroll down to the Service payrates at the bottom, then select the desired payment structure as displayed below:
Set-up share via the Fieldworker profile

Admin users can set the Fieldworker share via the personal profile of the Fieldworker, which will override settings in create/edit service by following the below steps:

  • Navigate to Fieldworkers from the left-side menu.
  • Mouse-hover over the targeted Fieldworker then click on View profile to access the profile, or simply click on the Fieldworker’s name and it should take you to the profile.
  • Click on Job Settings then click on Payrates & Commissions.
  • A pop-up window will be displayed where Admin users can select the payment structure and set it up then Save.
Set-up share via Fieldworker’s Payment agreement

Admin users can set-up a payment agreement for a certain Fieldworker to guarantee that the targeted Fieldworker will be paid based on a certain payment structure at all times. The fieldworker payment agreement overrides all other applied payment settings.

To change or edit the payment agreement for a certain Fieldworker, please follow the below instructions:

  • Login using your Admin user account.
  • Scroll to Fieldworkers from the left-side menu.
  • Mouse-hover over the targeted Fieldworker, then click on View profile, and the profile page will open in a new tab.
  • Click on Personal details, then scroll-down to Payment agreement
  • Click on the Edit icon to edit or add a new Payment agreement, as displayed below:

How can Admin Users change or update the Fieldworker share for a certain booking?

Admin users can update the Fieldworker share from the Booking page, Invoice or Booking Summary Report as explained next.

Update the fieldworkers share per service for a certain booking via the Booking page

Admin users can update the Fieldworker share in general or for a certain service from booking page by following the below steps:

  • Navigate to Bookings then go to All bookings.
  • Open the targeted booking.
  • Click on Payment then select Set Fieldworker share per service
  • Select to apply the desired structured commission rate “Base commission or Upsale commission”. You can also update the flat rate applied based on the selected commission structure.
Update the applied Fieldworker share rate from Invoice

Admin users can make changes to the applied rate via the Invoice page through following the below steps:

  • Navigate to Invoices from the left-side menu
  • Scroll down to All invoices, then open the targeted invoice
  • Click on Payment, a pop-up list will open
  • Click on Set Fieldworker share per service
  • You can select to apply the desired structured commission rate “Base commission or Upsale commission”, or you can update the flat rate applied based on the selected commission structure.
Update the fieldworker share for a certain booking from the booking reports

Admin users can edit the Fieldworker share from the Booking Summary Report by clicking on the Edit icon under the Fieldworker share field as displayed below:

How to set Fieldworker share for a certain service in case of Multiple fieldworkers?

If multiple Fieldworkers were assigned the same service, the total service cost “excluding tax” will be divided by the number of the fieldworkers. We will then calculate each fieldworker’s share from the sum.

  • For example, if a service was assigned to 2 fieldworkers and the service cost excluding tax was 500£, the amount will be divided by two. We will then calculate each Fieldworker percentage from the sum of 250£.
  • 1st Fieldworker Share in case of Base commission 10% will be 25£
  • 2nd Fieldworker Share in case of Upsale commission 20% will be 50£

How does the fieldworker share appear for admin users in the view booking page?

In the booking page, Admin users will be able to view the Fieldworker share applied as a flat rate as displayed below:

How does the fieldworker share appear on the view quote page?

In the quote page, Admin users will be able to view the Fieldworker share applied as a flat rate as displayed below:

How does the fieldworker share appear on the view invoice page?

In the booking summary report page, Admin users will be able to view the Fieldworker share applied as a flat rate as displayed below:

Can fieldworkers see their shares from the Mobile app?

To enable Fieldworkers to view their earnings, Admin users need to make sure that the option “Display fieldworker earnings for bookings” is activated in both Fieldworkers permission section and Fieldworker’s profile by following the below instructions:

– Navigate to Settings> General Settings> Fieldworkers Permissions and make sure that the option “Display fieldworker earnings for bookings” is activated.

– Navigate to Fieldworkers, access the targeted Fieldworker’s profile, and click on Job Settings 

Fieldworker can view Personal Earnings using the mobile app by following the below steps:

  • Login to the mobile app.
  • Click the bar to the left to open the menu, then click on My Earnings, it should be displayed as below:
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