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Service Plan Renewal: "Sold By" Question

Feature Request

Last thing for now…. I think😅

Say the salesman sells a plan and how we do payouts they get commission on each job for the first year completed on the plan. Is there a way it automatically switches to the company after the first year of the plan is completed. So that way it doesn’t show them as a salesman after the first year.

Posted by Lance Else ·
Status: Completed3 comments

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Comments3

  • Noah Sanches

    Team•

    Apr 11

    We will double check the behavior of how the auto-renewals work for service plans in making sure it is attributed to the company after the first year!

    • Lance Else

      •

      Apr 11

      One thing that would that would be a good addition to this as well is being able to customize the commission. After the first year of say 40% commission to the salesman, being able to drop the commission to %10 for 1-2-3 years and have it act as like residual income.

      This would allow myself and other owners that run sales team be able to fully incentivize sales man to preform at a high level as well as stay long term and grow in the company rather than using it as a quick bag grab to make as money as fast as possible and dip.

      • Noah Sanches

        Team•

        Apr 13

        Yeah that would be in the realm of commission tracking! Definitely is something we would like to do. Just pretty complicated so further down the roadmap