Chapter 14

After the job

Asking for a review, and commissions for the owner.

OfficeOwnerPro and Storm plans

The roof is on and the job is paid. Two last things: ask the homeowner for a review while the job is fresh, and pay your rep's commission.

Set up reviews (once)

Review settings with a Google review link and the positive-from setting — 1Settings → Reviews: add the link to your Google (or other) review page, and choose which ratings count as positive.

Ask for a review

Ask for a review · 7 s, no soundOffice

Review card on the completed Whitfield job with the Request a review button — 1On a completed job, the Review card asks the homeowner for a rating.

Review card showing the rating link to copy — 2Copy the rating link into a text or email to the homeowner.

The homeowner rates the job

The homeowner rates the job · 6 s, no soundHomeowner

Rating page on a phone asking Dana how we did, with five stars — 1The homeowner picks one to five stars.

Thank you page with a Review us on Google button — 2A positive rating goes straight to your public review page. A low one asks what went wrong and creates a follow-up task for you instead.

When a rating is low, ShingleSync doesn't send the homeowner to your public review page. It asks what you could have done better, creates a Follow up on review feedback task for the project manager (or the rep, or the owner), and notifies them. Mark the review Resolved once you've followed up.

Reviews come from customers' own experience. Ask every customer the same way, and don't offer anything in return for a review.

Commissions

Commissions are worked out for you. When a job is completed, the rep on the job gets a commission from their plan. It stays Pending until the job is paid in full, then becomes Payable. Payments, change orders and job costs update it until you approve it.

Commission plan for Marcus Reyes: 8% of contract value, active — 1Settings → Team: give each rep a commission plan, a percentage of contract value or of gross profit.

Approve and pay a commission · 12 s, no soundOwner

Commissions list with the Whitfield job's commission for Marcus Reyes — 1Commissions lists one row per completed job. It becomes Payable once the job is paid in full.

Mark commission paid dialog with a payroll reference — 2Approve it, then Mark paid with the date and a payroll or check reference.

Sales reps see their own commissions under My commissions.

That's the whole job, from the first call to the last payment. The next storm brings the next lead.