Technician commission report

Summary

Pay technicians on commission? The Technician Commission report lists every job a technician was attributed to, the labour revenue charged, the technician’s commission rate, and the calculated commission payable. It supports a date filter, a per-technician filter, and a CSV export for sending to payroll.

This report is calculated from the technician attribution recorded on each invoice labour line. Commission rates are configured per technician in their staff record.

Prerequisites

• You have the finance.reports.view permission. Owner and Manager have this.
• To export CSV, you also need finance.reports.export.
• Each technician has a commission rate set in their staff record. Technicians without a configured rate appear in the report but their commission shows as ”—” — they are flagged with an amber warning.
• Each invoice has its labour lines attributed to the right technicians. See the Sales Invoices article for how technician attribution works.

Steps

Set a technician’s commission rate

1. Go to Settings → Staff.
2. Edit the technician.
3. The Commission Rate (%) field appears when Can work as Technician is ticked. Enter a number from 0 to 100.
   • Leave blank for “not configured” - the technician shows in the commission report but their rate is ”—”.
   • Enter 0 to explicitly set zero commission - shown as 0%.
4. Save.

Open the report

1. Go to Finance → Reports.
2. Click the Technician Commission tab.
3. The report defaults to the current calendar month.

Filter

• Date range - pick start and end dates. Inverted ranges (start after end) are rejected.
• Technician filter - leave on “All technicians” or pick one.

Read the report

Four summary cards at the top:

• Total Labour Revenue - sum of attributed labour amounts in the period.
• Total Commission Payable - sum of commission across all techs.
• Technician Count - number of techs with attributed work.
• Date Range - the period in view.

Below, one collapsible section per technician. Each section lists:

• Work order reference.
• Vehicle registration.
• Customer name.
• Appointment date.
• Labour amount charged.

Special markers on rows:

• Shared badge - the work order has labour lines attributed to more than one technician. Each tech’s actual share is shown.
• Not yet invoiced badge - the technician logged time on the work order but it has not been invoiced. Labour shows as ”—” and is excluded from the commission total. This is your prompt to chase the invoice.

Click any work order row to open the work order in a new tab.

Export to CSV

Click Export CSV. The file contains:

Column	Notes
Technician	Full name
WO Ref	Work order reference
Vehicle Reg	Registration plate
Customer	Customer name
Date	Appointment date
Labour Charged	The labour line total
Commission Rate (%)	The technician’s configured rate
Commission Amount	Calculated value
Shared	Y/N — whether the WO had multiple technicians
Invoiced	Y/N — whether the WO has been invoiced

Per-technician summary rows appear at the end of each technician’s section.

Expected Outcome

A clear breakdown of each technician’s invoiced labour for the period and the commission you owe them. The CSV is suitable to hand to your payroll process.

Notes

• Commission is calculated from invoiced labour only. Time logged on a work order that hasn’t been invoiced yet does not count until you generate the invoice.
• The report uses the technician_id stored on each labour line at the time the invoice was generated. Changing a technician’s commission rate does not retroactively recalculate past commissions in the live data — the report displays the current rate × the historical amount, so updating a rate effectively recalculates all displayed periods.
• Credit notes and invoice voids are out of scope in this version. If you void or credit-note an invoice, the original labour line’s commission may still appear in this report. Reconcile manually for now.
• The report does not track whether commission has been paid. It calculates what is owed.
• Technicians cannot run this report themselves — it is for Owner / Manager only.

Troubleshooting

Problem: The Technician Commission tab is missing from Finance → Reports. Cause: Your role does not have finance.reports.view. Fix: Ask an Owner.

Problem: A technician shows ”—” for commission and an amber warning. Cause: They have no commission rate configured. Fix: Settings → Staff → edit the technician → set the Commission Rate.

Problem: A work order I expected to see is not on the report. Cause: The work order has not been invoiced yet (it would show as “Not yet invoiced”), or the invoice’s labour lines are not attributed to that technician. Fix: Generate the invoice if it is missing. If labour lines exist but lack attribution, edit the invoice and set the technician on each labour line.

Problem: A “Shared” amount looks too low. Cause: When a work order has labour split across technicians, each line carries that tech’s portion only. Fix: Open the invoice — the labour lines show the actual split. For a fixed-price labour code with multiple technicians, the price is divided evenly (with the rounding remainder absorbed by the first technician on the line).

Permissions

• finance.reports.view to view the report.
• finance.reports.export to download CSV.
• settings.staff.manage to set or change technician commission rates.