A commission plan is a rule for how an employee earns on a client. Plans are tenant-scoped, employee-assignable, and versioned via rule snapshots so editing a plan never rewrites historical accruals.
The four rule kinds
- Flat bounty — $X paid once when the client's first invoice is paid. Good for low-touch lead-sharing.
- % of lifetime revenue — X% of every paid invoice from this client, forever. Good for senior techs with big books.
- % for a fixed term — X% of paid invoices for the first N months. The most common at mid-size shops.
- Per-service commission — different % per service type. Good for pool shops where some services have higher margin.
Creating a plan
- Owner → Team → Commissions → "New plan."
- Pick the rule kind. The form adapts.
- Fill in the rule-specific fields (amount for bounty, % for lifetime/term, term months, per-service map).
- Set clawback window (default 30 days). This is how long after a refund we automatically reverse the accrual.
- Save.
Assigning a plan
On an employee's detail page, use the "Plan assignment" section. Assign a default plan (applies to all their attributed clients unless overridden). Assign additional plans with effective date ranges if the rules changed mid-year.
The rule snapshot
When a commission accrues (invoice paid → new accrual created), the full plan config at that moment is frozen into the accrual's rule_snapshot JSON. If you later change the plan, previously-accrued commissions use the OLD rule. This is not a bug — it is the point. History is stable.
Clawback on refunds
When an invoice is refunded within the plan's clawback window, the associated commission accrual is automatically reversed (flipped to clawed_back). Outside the window, it is flagged for owner review instead of auto-clawing.