Financial
Incentives & Compensation
Complete compensation management
Writer Compensation Tracking
Track per-estimate compensation for service advisors and estimators with automatic calculations.
Customer Incentive Management
Manage customer incentives tied to repair estimates. Track issuance and redemption.
Approval Workflow
Compensation and incentives require manager approval before payout. Full control.
Writer Breakdown Dashboard
See compensation by writer, period, and status -- accrued, approved, and paid.
Export Reports
Export compensation and incentive data for payroll, accounting, or auditing.
Full Audit Trail
Every compensation entry and incentive action is logged with timestamps and user attribution.
Compensation lifecycle
Every compensation entry flows through three stages.
01
Accrued
Compensation calculated per estimate
02
Approved
Manager reviews and approves
03
Paid
Added to payroll export
Two powerful views
Summary View
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Total accrued this period
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Total approved and pending
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Per-writer breakdown
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Period comparison
Ledger View
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Line-by-line transaction log
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Filter by status, writer, or date
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Approval history and timestamps
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Export for payroll integration
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