Team and seats

The $99 a month covers you, the owner. Each team member who accepts an invite adds $9 a month to the same subscription, as one line whose quantity is set from your roster — never guessed, never counted twice, and recounted automatically if the two ever disagree. A seat becomes billable when the person actually joins, not when you send the invite, and stops when you remove them. One seat is free on every account: your bookkeeper. Invite them with the Bookkeeper role and they get full working access to the books without a charge.

The job title you pick sets the access. Manager, Operations and Sales Rep are office seats: the operational pages, no owner pages. Technician and 1099 Contractor are field seats: their own jobs, the schedule, Ask Des, and nothing with money on it. Bookkeeper is its own seat: books, billing and customers, no outbound email, no pay rates — and it is the free one. Marketer and Partner are field seats too. Whatever the title, you can widen a person afterwards in Access & permissions without changing what they are called.

Six shapes, one per person. Commission % pays a share of what a customer pays, to whoever closed that customer. Tiered Commission does the same with rates that step up at thresholds. Retainer is a fixed amount per period. Hourly Rate turns the hours you log for them into wages. Job Wage — Flat $/Job and Job Wage — % of Job pay whoever built the job, per job, rather than whoever sold it. The rule decides what the commission ledger shows as owed; it never moves money.

Two different questions, kept apart on purpose. Commission rules follow the closer set on the customer: every payment that customer makes earns the closer their share. Job Wage rules follow the team member on the invoice or job: the person who built it is paid for that job. One job can carry both — a rep's commission and a tech's wage — and neither is shown to the customer. The Team page's performance panel lists jobs done and money collected per technician, and how many jobs are still unlabelled, so you know your coverage.

Mark Paid records a payment you made — cash, check, payroll, however you pay people — against what the ledger says is owed. It does not send money anywhere. A paid row is never edited afterwards: if a payment later refunds, the ledger adds a negative row against the same charge so the history stays intact and the next payout nets it off; a correction works the same way. Commissions are computed from net amounts, so a refund never leaves a commission standing on money you gave back.