How TeamBuyIn Works for Home Service Teams

Getting started

TeamBuyIn automates commission tracking at the service item level, pulling job data directly from your FSM and calculating payouts in real time. This article walks you through everything you need to do to get up and running and build a Performance Pay culture that sticks.

Step 1: Connect your FSM

TeamBuyIn connects directly to Housecall Pro or Jobber. Once connected, your jobs, service items, and team members sync automatically. You won't need to enter anything manually.

See Connect with Housecall Pro or Connect with Jobber for setup instructions.

Step 2: Set up your team

Your team members sync automatically from your FSM. From there, activate the ones who should have access to TeamBuyIn and set their commission eligibility.

See Adding Employees to TeamBuyIn and Commissionable vs Non-Commissionable Users for details.

Step 3: Configure your commissions

Before commissions can calculate, choose the commission structure that works best for your organization. Use Performance Pay to apply an organization-wide rate or tiered rate to incoming services. To configure commissions for specific team members, set a User-Based Commission with an individual rate for each user or create a User-Based Tiered Commission that adjusts their payout based on performance. Make sure each applicable service and user has a commission rule configured so payouts calculate correctly.

See Setting Up Services and Commissions and Global Commission Defaults.

Step 4: Review your first job

Once a job completes in your FSM, it syncs to TeamBuyIn and lands in your Pending queue with commissions already calculated. Open the job, verify the payouts look right, make any adjustments, and approve it. That's the core workflow you'll run every day.

See Reviewing a Job, Edit Payout Amount, Customize Commission Splits, and Approving Jobs.

Step 5: Build a daily review habit

The biggest risk with commission tracking is letting jobs pile up unreviewed. Two five-minute windows a day, once before lunch and once before end of day, is enough to stay on top of it. Use Set Job Review Date Ranges to filter your queue to the window you want to work through.

Step 6: Onboard your best technician

Once your commission structure is dialed in, activate your top technician in TeamBuyIn. Walk them through how their payout is calculated, show them the leaderboard, and show them their scorecard. Technicians who can see their earnings in real time are more motivated and less likely to dispute payouts.

See Scorecards, Team Leaderboard, and Hide Users From Metrics.

Step 7: Run your first payroll export

At the end of your first pay period, export your payout data from the Dashboard. Use the Performance Pay report for totals by technician, or the Accounting report if your bookkeeper needs a line-by-line breakdown.

See Export Reports.

Step 8: Hold your first performance pay meeting

Bring your team together and make a show of the commissions your top technician earned. Make it visible, make it a big deal, and then give the rest of your team access to TeamBuyIn. Tommy Mello suggests ordering a giant check from Amazon because it gets the team fired up and shows everyone that Performance Pay is real.

See How To Roll Out A Performance Pay Plan

More features from TeamBuyIn

Once you're up and running, explore these features to get more out of TeamBuyIn:

Job Callbacks -- track return visits and monitor callback rates by technician.

Profit Visibility -- be as transparent as you want with your team

Restore Jobs -- reopen an approved job to make changes.

Goal Setting -- set company profit and technician payout goals to track progress through the month.

Enable or Disable Leaderboard -- control whether your team can see each other's performance.

Language Support -- TeamBuyIn is available in English, Spanish, French, Portuguese, and Polish.