The problem: Getting your commissions right

Home service and HVAC managers face a recurring problem: difficulty in tracking commissions manually.

There are a lot of components that go into commission tracking: the service type, the contract value, your CSAT score, and spiffs for specific products.

With so much to monitor, manual tracking on Excel spreadsheets becomes a time-consuming and labor-intensive process. All of this work covering so many details can make it easy to lose track of crucial data points—and this will inevitably cause inaccuracies in record-keeping.

Manual calculation can also delay payouts to your hard-working technicians. If you’re uncertain about specific details in reviewing commissions, or realize you made a mistake and have to do your calculations again, it’s likely your employees won’t get their checks on time.

And it doesn’t take a genius to figure out that this will hurt your team motivation (and even retention!) like nothing else.

The solution: Plecto for home service

The answer to the problem described above is real-time data access—and Plecto, with its real-time and dynamic dashboards, is the perfect platform to guarantee your team this type of access.

The reason real-time data access is such a game-changer? Moving reports to real-time dashboards means your current earnings and performance can be seen instantly.

As a result, your accuracy in record-keeping will improve, and the “two T’s”—trust and transparency—will be bolstered across your workplace.

It’s already great enough that dashboard visualizations make data easier for your team to understand. But dashboard visualizations also work as a powerful motivational tool. Technicians who see live changes in their numbers feel all the more empowered to perform at a high level and truly “go for the gold.”

Let’s break down these benefits a bit more.

The Plecto advantage for bookkeeping

One of the biggest benefits to having Plecto process your commissions data is that, when connected with a FSM platform like ServiceTitan, it can handle complex rules.

It’s a common practice for technicians to obtain a higher commission rate once they hit a specific monthly target. For example, let's say you have a rule that your technicians earn 5% up to $20K, and 7% after 20K. Commissions are then split between the in-home technician and the inside sales rep.

Using this complex rule becomes a breeze with Plecto. With Plecto’s ServiceTitan integration, you can create a custom formula to handle situations exactly like this one, and display the resulting data on your dashboards.

An added bonus: non-sales KPIs can be factored into bonus or deduction calculations—First-Time Fix Rate, CSAT, Cancellation Rate, and so on.

The Plecto advantage for managers

For home service managers in particular, there are some clear advantages to working with Plecto.

For one, management gets immediate, clear insight into who the top performers are.

For another, managers also get to see what service sectors drive the most revenue and profit. If you have this constant secured, you’ll be able to use it in forecasting your future budget and allocate technicians the resources they need.

Additionally, when you’re no longer taking hours and hours to track data by hand, you’ll save an immense amount of time—time that you can use to coach, train, and plan.

Lastly, data display gives your employees real skin in the game. When data is visible, your technicians have a powerful stake in their individual performance—and the performance of your home service company overall.

Plecto—a true home service game-changer

Plecto is the software partner every home service provider needs. With its ability to support customized formulas with its ServiceTitan integration, its simplified data display, and its motivational features, Plecto is a truly indispensable tool for a modern, versatile home service business.

Check out some case studies from Plecto’s current home service customers:

• Game-Changing Culture Drives 20% Increase in Calls and Jobs at Electrika
• Inside Drain Right Services: How Visibility Turned Daily Work into Lasting Motivation
• “100% More on Their Game”: Arnold & Sons Finds Motivation in Plecto Dashboards

And give these blogs a read if you want to know more about how Plecto can benefit your home service business:

• How Plecto Dashboards Can Build Excellence in Your HVAC Firm
• How Plecto Can Help Your HVAC Company Break Free of Excel
• ServiceTitan x Plecto: 3 Tips and Tricks for Using a Powerful Integration

Sounds convincing? Sign up for a free two-week trial today—and watch how Plecto can truly make a difference in streamlining your home service business management.