Workflows
Job types, closeout checklists, onboarding, and commission rules
Job Types
| Type | Stages | Avg Duration | Commission | Required Fields | |
|---|---|---|---|---|---|
| Shower Enclosure | MeasureOrderFabricateInstallCloseout |
7-10 days | 1.2x | 4 fields | |
| IGU Replacement | MeasureOrderInstallCloseout |
5-7 days | 1.0x | 3 fields | |
| Window Repair | DispatchRepairCloseout |
Same day | 1.0x | 2 fields | |
| Mirror Install | MeasureOrderInstallCloseout |
3-5 days | 1.0x | 3 fields | |
| Storefront | SurveyEstimateOrderFabricateInstallInspectCloseout |
14-21 days | 0.8x | 6 fields | |
| Emergency Board-Up | DispatchBoard-UpCloseout |
2-4 hrs | 1.5x | 2 fields | |
| Auto Glass | OrderInstallADAS CalCloseout |
1-2 days | 1.0x | 5 fields | |
| Commercial Glazing | SurveyBidOrderStageInstallPunchCloseout |
30+ days | 0.7x | 8 fields | |
| Custom / Other | AssessExecuteCloseout |
Varies | 1.0x | 1 field |
Closeout Checklists by Job Type
| Job Type | Items | Photos Req | |
|---|---|---|---|
| Shower Enclosure | 8 | 4 | |
| IGU Replacement | 6 | 3 | |
| Window Repair | 5 | 2 | |
| Emergency Board-Up | 4 | 3 | |
| Auto Glass | 7 | 3 |
Preview: Shower Enclosure
Tech Closeout — Shower Enclosure
Glass installed level and plumb
Check
All hardware tight and aligned
Check
📷
Photo: completed installation
Photo
📷
Photo: close-up of hinges
Photo
📷
Photo: silicone seal lines
Photo
📷
Photo: door swing clearance
Photo
Customer walked through operation
Check
✎
Customer signature
Signature
Mobile preview — drag items to reorder
Technician Onboarding 12 items
1Signed offer letter & employment agreementDocument
2Background check submittedVerification
3Drug screening completedVerification
4I-9 and W-4 submitted to GustoDocument
5Glass safety training (video + quiz)Training
6Vehicle safety & DOT inspection walkTraining
73 ride-along days with senior techField
8ServiceTitan mobile app setup & trainingTraining
9Tool kit + PPE checkoutEquipment
10Vehicle assignment + GPS setupEquipment
11First solo job (supervised from dispatch)Field
1230-day review with managerReview
CSR Onboarding 8 items
1Signed offer letter & NDADocument
2Background check completedVerification
3ServiceTitan dispatch training (4 hrs)Training
4Phone system & call scripts trainingTraining
5Glass product knowledge basicsTraining
6Shadow live calls for 2 daysField
7Take calls with supervisor monitoringField
814-day review with managerReview
Manager Onboarding 10 items
1Executive employment agreementDocument
2Background + reference checkVerification
3P&L walkthrough with ownerTraining
4Full ST admin trainingTraining
5QBO access & chart of accounts reviewTraining
61 week ride-along with each techField
7Nightshift dashboard access & trainingTraining
8Meet all vendors & suppliersField
9Run first L10 meetingField
1060-day review with ownerReview
Commission Tiers
| Revenue Range | Rate | Notes | |
|---|---|---|---|
| $0 — $10,000 | 5% | Base tier | |
| $10,001 — $20,000 | 7% | Mid tier | |
| $20,001+ | 10% | Top performer |
Job Type Multipliers
| Job Type | Multiplier | Rationale |
|---|---|---|
| Shower Enclosure | 1.2x | High skill, high margin |
| Emergency Board-Up | 1.5x | After-hours incentive |
| Storefront | 0.8x | Lower margin, longer cycle |
| Commercial Glazing | 0.7x | Lowest margin, longest cycle |
| All Others | 1.0x | Standard rate |
Bonus Triggers & Penalties
| Trigger | Amount | Condition |
|---|---|---|
| 5-Star Review | +$25 | Google review naming tech by name |
| Upsell Closed | +$50 | Additional services sold on site |
| Perfect Closeout | +$10 | All checklist items + photos on first submit |
| Callback | -$50 | Customer calls back for same issue within 30 days |
| Late Closeout | -$15 | Closeout not submitted within 4 hours of job end |
Example: Mike Rodriguez — April 2026
Revenue Generated$18,400
Tier 1: $10,000 x 5%$500.00
Tier 2: $8,400 x 7%$588.00
Shower multiplier: 2 jobs x 1.2x+$62.40
Emergency multiplier: 1 job x 1.5x+$45.00
5-Star Reviews: 3 x $25+$75.00
Callback penalty: 1 x -$50-$50.00
Total Commission$1,220.40