9 Best HVAC Commission Software Platforms

What is the best commission software for HVAC companies?

The best HVAC commission software depends on two things: which field service software holds your job data, and how complicated your pay plan is.

Most HVAC companies already have some commission functionality inside their field service software. ServiceTitan, FieldEdge, Housecall Pro, Workiz, Service Fusion, and Smart Service all calculate commissions to some degree. The question is whether that built-in tool can run the plan you actually pay on, or whether you need a dedicated platform on top of it.

Below are nine options, starting with the platform built specifically for HVAC performance pay on Housecall Pro and Jobber.

Two Kinds of HVAC Commission Software

Every tool on this list falls into one of two categories.

Dedicated commission platforms sit on top of your field service software or your CRM and exist only to calculate, review, and pay commissions. TeamBuyIn, Sequifi, and STAKT fall here.

Native field service commissions live inside the software you already run your business on. ServiceTitan, FieldEdge, Housecall Pro, Workiz, Service Fusion, and Smart Service fall here. They are convenient because the job data is already there, but commissions are one feature among hundreds.

If your plan is one flat rate for every technician, a native tool is usually enough. Once you add technician-specific rates, splits, spiffs, tiers, and an approval step before payroll, the gaps in native tools start to show.

1. TeamBuyIn

Best for: HVAC companies on Housecall Pro or Jobber that pay technicians on completed jobs.

TeamBuyIn is built only for home service performance pay. Jobs sync from Housecall Pro or Jobber, your commission rules apply automatically, and every payout goes through review and approval before a one-tap CSV export to payroll.

Supported structures include:

• Percentage of revenue and percentage of profit
• Fixed-dollar payouts and spiffs
• Commission splits across any combination of employees
• Employee-specific rates and manual overrides, each logged with a reason
• Revenue tiers, job-size tiers, and user-specific tiers
• Callback tracking

Technicians open the app and see what each job paid them and how it was calculated. Scorecards and a leaderboard handle coaching. According to TeamBuyIn's homepage, 350+ technicians use it, more than $500,000 in commissions have been processed, and customers report a 10% average ticket increase.

Pricing

TeamBuyIn's pricing page lists $199 per month for up to 5 users, plus $30 per month for each additional user.

The Performance Pay Build-Out is $9,997 one-time for shops that want help designing the plan, and it includes 12 months of TeamBuyIn.

Where it doesn't fit: TeamBuyIn does not integrate with ServiceTitan or FieldEdge. If you run either, start with their native tools below.

2. ServiceTitan Performance Pay

Best for: larger HVAC companies already on ServiceTitan that want pay inside the same system.

ServiceTitan has the deepest native commission tools on this list. According to ServiceTitan's Performance Pay overview, performance pay covers sales commissions and spiff bonuses on invoice items from completed jobs. Rates can be set per technician or per pricebook item, and you can pay range bonuses that increase the percentage as a technician's revenue climbs within a pay period.

ServiceTitan's payroll documentation adds that material and equipment costs can be deducted from performance pay to protect margins, and that employees can review and sign off on their timesheets and performance pay before payroll runs.

The more flexible option is Configurable Payroll, which builds pay profiles with job filters, business unit rules, and sliding scales. Per the Configurable Payroll overview, it is only available in the ServiceTitan Works package and only for technicians. Some performance pay features also require extra account configuration through support.

If you are on ServiceTitan, use it. Just confirm which package you are on before assuming every pay rule is available.

3. FieldEdge Performance Pay

Best for: FieldEdge HVAC shops that pay spiffs and commissions on specific items and agreements.

FieldEdge added Performance Pay in October 2020. According to FieldEdge's announcement, you choose which items and agreements pay spiffs or commissions, assign a percentage or dollar amount to each one, and split payouts among multiple employees.

That covers the core of most HVAC service plans: a spiff on a maintenance agreement, a commission on a replacement, a split on an install. The announcement does not describe revenue tiers, technician-specific rates, or an approval workflow, so confirm those with FieldEdge directly if your plan depends on them. Existing customers are directed to their customer success manager to turn it on.

4. Housecall Pro Price Book Commissions

Best for: HVAC shops on Housecall Pro running a simple commission plan managed from the office.

Housecall Pro's commissions have grown more capable, and they are worth understanding before you look at anything else. According to Housecall Pro's Tracking Commissions on Jobs article, here is how they work.

How it works

Each team member gets two default rates: a Worked by rate for work they performed and a Sold by rate for work they sold. On every job, a Commissions card lists the line items, pre-fills whoever worked the job, and lets the office add sellers by hand. With the Price Book Commissions setting, individual price book items can also carry their own rates.

Using Housecall Pro's own example, a $500 service with a Worked by at 10% and a Sold by at 5%:

1. Worked by: $500 × 0.10 = $50
2. Sold by: $500 × 0.05 = $25
3. Total commission on that line item: $50 + $25 = $75

There are two calculation methods. Line Items, the default, calculates each person's commission line by line. Manual Split turns the job into a commission pool, and the office sets each person's percentage or enters a fixed-dollar override.

Where it runs out

• One basis for the whole account. You choose Revenue or Gross Profit, and it applies to all jobs and team members. You cannot pay service calls on revenue and equipment on profit.
• Gross profit forces manual splits. If you choose Gross Profit, only Manual Split is supported, so every multi-person job needs the office to set percentages by hand.
• Technicians cannot see it in the app. The Commissions card is not available in the Housecall Pro mobile app.
• No tiers or approval step. The article describes no revenue tiers, job-size tiers, or payout review before payroll.
• Jobs only. Commissions apply to jobs, not estimates.

Here is what the gross profit option looks like, using Housecall Pro's example of a $2,000 job with $500 in materials and $300 in labor at 10%:

1. Gross profit: $2,000 − ($500 + $300) = $1,200
2. Commission: $1,200 × 0.10 = $120
3. On revenue, the same job pays $2,000 × 0.10 = $200

That is an $80 difference on one job, and Housecall Pro makes you pick one basis for everyone. This is the gap TeamBuyIn fills. It sits on top of Housecall Pro, keeps dispatch and invoicing there, and adds mixed structures, tiers, payout approval, and a technician-facing app on the same job data.

5. Workiz Performance Pay

Best for: Workiz HVAC shops that want rule-based commissions on jobs and upsells.

Workiz replaced its legacy commissions feature with a Performance Pay add-on, according to Workiz's help center. Per Workiz's commission rules article, each rule has a trigger (job done by, item sold by, or job created by), optional conditions like job type, and a rate such as a percentage of total or a dollar amount of profit. You can also deduct card processing fees before the commission is calculated.

Two limits matter for HVAC installs. Commissions can only be split evenly across the techs assigned to a job, so a lead installer and a helper get the same share. And Workiz notes that flat-dollar discounts are not reflected in commission calculations; only percentage discounts are.

6. Service Fusion Commissions

Best for: Service Fusion HVAC shops paying one commission type per employee.

According to Service Fusion's commission article, an employee has to be set as a sales rep, then gets one of three commission types:

• Percentage of base charges: a percentage of the job subtotal before tax
• Fixed amount per job: a set dollar amount regardless of job size
• Product/service specific: rates set on individual items in the product and service catalogs

Each employee gets one type. If a tech is on percentage of base charges, the rates on individual products are ignored. Products and services also have to be enabled for commission, or the employee shows $0 on the commission report. The article describes no profit-based option, tiers, or approval step.

7. Smart Service

Best for: HVAC shops that run their books in QuickBooks and want commission math tied to each work order.

Smart Service is field service software built around QuickBooks Desktop and QuickBooks Online. According to Smart Service's commission tracking post, commissions attach to the job record, so every closed job carries who earned, on what basis, at what rate, and against what subtotal. It supports a flat percentage of the job subtotal and fixed-dollar payouts per job.

Their own example: a technician who closes a $1,200 service call at 5% earns $1,200 × 0.05 = $60. The technician sees that number on the mobile invoice when the customer signs, and the bookkeeper sees the same number in the office.

8. Sequifi

Best for: commission-heavy companies that want to replace their payroll provider entirely.

Sequifi is an HR, payroll, and commission platform in one system. It replaces Gusto or your general payroll provider. A customer quoted on the JobNimbus partner page describes moving from Gusto for payroll, DocuSign for paperwork, and spreadsheets for commissions into Sequifi. Sequifi's site lists tiers, splits, overrides, and clawbacks as plan elements.

For HVAC, check the integrations carefully. Sequifi does not integrate with Housecall Pro. It recently launched a Jobber integration through its SequiPay payroll product, but per Jobber's product updates, that integration moves approved timesheets into payroll. It does not pull completed job revenue for commission calculations.

If you want commissions, payroll, onboarding, and HR in one login and are ready to leave your payroll provider, Sequifi is worth a look. If you want to keep Gusto or ADP and just automate commissions from your jobs, it is more system than you need.

9. STAKT Commissions

Best for: HVAC sales teams with setters, closers, and manager overrides running out of a CRM.

STAKT is sales commission software built for field sales. Its features page lists unlimited commission plans with flat, percentage, tiered, accelerator, and spiff structures, plus multi-level hierarchies with automatic override calculations for setter and closer models. It also offers same-day payroll, commission statements, and native mobile apps for reps.

STAKT connects to Salesforce, HubSpot, and Pipedrive. It does not list integrations with ServiceTitan, Housecall Pro, Jobber, or other field service software. If your HVAC commissions start from sold deals in a CRM, STAKT fits. If they start from completed service jobs, the job data has to get into STAKT some other way.

How to Choose HVAC Commission Software

Start with the pay plan you run today. Write down every case the software has to handle: technician-specific rates, revenue versus profit, install splits, spiffs on agreements and IAQ add-ons, tiers, callbacks, and who approves payouts.

Then check four things with each option:

1. Field service integration. Does it connect directly to the software that holds your job data? As covered above, Sequifi's Jobber connection moves timesheets, and STAKT connects to CRMs.
2. Plan flexibility. Can it run your plan without workarounds? Housecall Pro's single calculation basis and Service Fusion's one-type-per-employee rule are the kinds of limits to look for.
3. Technician visibility. Can techs see what each job paid and why?
4. Payroll handoff. What happens after approval, and how does it reach payroll?

Before you retire your spreadsheet, run the new system alongside it for a pay period or two using real jobs, including your messiest splits and callbacks. Switch once both produce the same payouts.

HVAC Commission Software FAQ

What is the best commission software for HVAC companies?

For HVAC companies on Housecall Pro or Jobber, TeamBuyIn is the strongest dedicated option. ServiceTitan and FieldEdge shops should start with their native performance pay tools. Sequifi fits companies replacing their payroll provider, and STAKT fits CRM-driven sales teams.

Does Housecall Pro track commissions?

Yes. Housecall Pro calculates commissions on price book items using either revenue or gross profit, but that basis applies to every team member. TeamBuyIn integrates with Housecall Pro for mixed structures, tiers, and approvals.

Does ServiceTitan have commission tracking?

Yes. ServiceTitan's performance pay covers sales commissions and spiffs with rates by technician or pricebook item. Configurable Payroll adds pay profiles and sliding scales, but only in the ServiceTitan Works package.

Can HVAC commission software split commissions between technicians?

Most can. FieldEdge splits payouts among multiple employees, Workiz splits evenly across assigned techs, and TeamBuyIn saves splits among any combination of employees.

What commission rates are common in HVAC?

ServiceTitan's HVAC commission guide, citing HVAC-Talk, puts typical rates at 4% to 8% or higher, and 2% to 12% for flat-rate or tiered structures. The right rate depends on your margins, labor cost, and job mix.

Can HVAC commission software replace a spreadsheet?

Yes, if it can run your exact plan. Run it alongside your spreadsheet for a pay period or two with real jobs before switching.

Pick the HVAC Commission Software That Runs Your Actual Pay Plan

Go back to the two categories from the start. If you are on ServiceTitan or FieldEdge, their native performance pay is your starting point. If you are on Housecall Pro or Jobber and your plan has outgrown one flat rate, TeamBuyIn runs it on top of the job data you already have. If you are replacing payroll entirely, look at Sequifi. If your commissions start in a CRM, look at STAKT.

Your next step: write down every rate, split, spiff, and tier you paid last month, then pull three real jobs that used them. Book a time with us, and we will run those three jobs in TeamBuyIn with you.