Commissions

The Commissions page tracks what your sales reps earn on accepted estimates. CE Pro calculates commissions automatically based on lead source. Open Settings > Commissions to view the workspace (V1 used More > Commissions; V2's equivalent page lives under Settings).

Commission Rates

Owner decision: use V1's model, where each rep may have a different plan. Commission schedules are set per salesperson, not fixed workspace-wide, with an org-wide default plan that applies to any rep without a saved plan of their own.

Org-wide default plan sits at the top of Settings > Commissions. Every rep without a custom plan uses it. Save default plan requires Manage team with access to every location.

The Sales reps table below it lists every rep with Custom plan or Using org default. Select Edit plan to open that rep's own editor inline, or Reset to default to drop a custom plan and fall back to the org default again.

Each plan has independent Residential sales and Commercial sales schedules. For each schedule, choose a Commission type of Percentage or Flat rate, then set the Company generated and Self generated amounts (in percent or dollars, matching the chosen type).

For example, one residential rep can use 5% company / 10% self while another uses 15% / 20%. A flat plan instead pays a fixed dollar amount. The assigned rep's plan and the estimate's lead-source Category (Company generated or Self generated, set on Lead Sources) together determine the amount saved on that estimate's commission entry.

The older 5% company / 10% self values are the shipped default for residential plans that have not been customized. Commercial defaults remain separate and can be changed without affecting residential commissions.

The lead source on each estimate determines which rate applies. Make sure reps tag their leads correctly to get the right commission.

Red Line Commissions

When your workspace enables Red Line, CE Pro continues to enforce the pricing floor while the assigned rep's plan determines the commission snapshot saved on the estimate.

For Red Line estimates:

• Service commission uses the configured base rate at or below the floor.
• Upside commission uses the configured upside rate on dollars above the floor.
• Add-on commission uses the configured add-on rate.
• The Commissions dashboard shows a Red Line badge only when the saved Red Line snapshot is actually present on the estimate, so managers can distinguish true Red Line payouts from the standard 5% / 10% lead-source model.

This lets the estimator, saved estimate, and commission dashboard all agree on the same payout number.

If CE Pro ever encounters a stored commission amount without a matching Red Line snapshot, the dashboard now labels that row as Stored instead of incorrectly calling it Red Line.

V2 does not include the V1 Enable manager override tracking switch or a manager-override bypass. A below-floor estimate keeps its approval-required status; Send remains available to file an approval request, and pending or declined status stays visible without exposing private floor details or denial notes. Approval remains a separate step from the saved commission snapshot.

Recovered Rehash closes now also save the split attribution on the estimate itself. That keeps the original-rep share, closer share, total commission, and timing band together so managers can review the recovered payout from the estimate detail page or the Rehash analytics report instead of rebuilding it by hand.

The day-range bands that decide the split (0-6, 7-14, 15-89, and 90+ days) are editable per organization at Settings > Rehash commission bands, gated on Manage team with all-location access. The Commissions dashboard and each rep's own earnings view divide the payout using whatever bands were saved at the moment that case closed; editing the bands afterward never changes an already-closed case's saved split. See Rehash Queue.

Payroll exports only include earned payouts. Recovered Rehash closes expand into separate rows for the original rep and the closer so payroll can follow the saved split without a manual spreadsheet rebuild.

Legacy accepted estimates still export correctly too. If an older lead-source estimate never saved a commission snapshot, CE Pro calculates the earned payroll row from the saved lead-source commission rate instead of dropping that payout from the CSV.

Red Line estimate previews

Red Line commission previews are private estimate guidance, separate from the payable commission ledger. A teammate with View all commissions can see a preview for another teammate's assigned estimate when Red Line floor access is also allowed. Without that permission, a preview is limited to the viewer's own or an unassigned estimate when Show own commissions to reps is enabled in Settings > Pricing. Assigned estimates use the assigned teammate's current effective commission plan; an unassigned estimate uses the Red Line preview calculation. A preview does not create or change payable commission records.

Commission Per Estimate

Each accepted estimate generates a commission entry the moment it is accepted. Its money fields are frozen at that moment and never change; only its status and any clawback afterward can update. The ledger table shows:

• Rep — The payee: the assigned rep on a normal sale, or one row each for

the original rep and the closer on a recovered Rehash close.

• Role — The payout role (assigned rep, rehash original rep, or rehash

closer).

• Revenue — The accepted estimate's sold amount.
• Commission — The dollar amount earned, net of any clawback.
• Status — Pending, Approved, Rejected, or Paid.

Payroll Export

Select a Period (This Week, This Month, This Quarter, Year to Date, or All time — This Month is the default, matching V1) and a Rep (a specific teammate or All Reps), then choose one of V1's four export formats:

• Estimate Summary — the whole filtered list, not just earned payouts.
• Payroll CSV — the standard payroll format.
• Payroll CSV (Gusto) — formatted for Gusto import.
• Payroll CSV (QuickBooks) — formatted for QuickBooks import.

The three payroll formats only include earned (approved or paid) payouts, so running the export in October cannot hand out September's payouts a second time; a fully clawed-back payout does not appear as a $0.00 row either. Exporting requires View all commissions. The Allow commission exports setting in Settings > Pricing > Red Line must also be enabled for the Red Line payroll-export policy. These are the existing export formats; the Red Line preview switch does not change amounts already recorded in the payable ledger.

Ledger Totals

Four tiles sit at the top of the page, all-time across every rep: Accepted revenue, Pending, Approved, and Paid. This differs from V1's Month-to-Date/Year-to-Date summary cards; V2's tiles are lifetime totals by status instead. Use the payroll export below when you need a total for a specific period.

My Earnings and Refunds

The rep's My Earnings view reports collected payment principal and subtracts only the principal portion of a refund in the period when that refund occurs. Customer tips and tip-only refunds do not change this earnings revenue or its calculated commission. Cash collection reports still include tips and their refunds; they answer a different question from rep earnings.

Approval Workflow

A commission entry is written once, at the moment its estimate is accepted — never on payment — and starts Pending. Only Manage team can decide it:

1. Find the commission entry in the ledger table. Use the Status filter

(All, Pending, Approved, Rejected, Paid) to narrow the list.

1. Review the rep, role, revenue, and calculated commission amount.
2. Select Approve, or Reject with a required reason (CE Pro prompts

for it and will not save a rejection without one).

1. Once approved, select Mark paid when payroll actually runs.

V1 documented an approval workflow but never built one; this is new. So is clawback: when a refund reduces or reverses the underlying payment, CE Pro claws back the matching amount from that commission entry automatically. Clawback is wired from the ordinary invoice refund path today; deposit-credit refunds, plan-payment refunds, retention refunds, and a direct Stripe Connect refund do not yet trigger it.

Tip: Set a weekly or bi-weekly review cadence for commission approvals. Reps stay motivated when they see commissions approved promptly.

Tips

• Train reps to tag lead sources correctly when creating estimates. The wrong tag means the wrong commission rate.
• Review pending commissions regularly. A backlog of unapproved commissions can frustrate your sales team.
• Use Year to Date on the payroll export for compensation reviews and annual planning.
• Commissions are calculated on the accepted estimate total, not on collected payments. If you need to track against collections, export the data and reconcile manually.