QCommission Integration with ServiceTitan
Overview
Sales commission programs are possibly the most variable programs conducted by a firm. These programs tend to vary significantly from industry to industry, and many times within companies in an industry. Sales commission programs tend to be different by employees even within a single firm. Because of the highly variable nature of commission calculations, solutions attempting to solve the problem must be highly sophisticated. At the same time, they should not burden the user with additional complexity in their operations. One key area of complexity is allowing data interchange between the customer's existing accounting systems and the commissions system. A commission system that can understand the structure of the accounting system data and seamlessly bring in the appropriate data necessary for calculating commissions can be a huge benefit in reducing the inherent complexity in that process.
QCommission is a powerful, flexible sales commission software tool. It calculates sales people's compensation accurately, quickly and professionally. QCommission is integrated with QuickBooks® but can also be operated stand- alone.
ServiceTitan is a software platform for managing a services business. It is used by the world’s leading service companies, and it incorporates industry best practices to help you streamline operations, improve sales, provide a better customer experience, lower costs, and manage your business more easily. ServiceTitan is powerful yet easy to use, combining scheduling, dispatch, invoicing, sales, marketing, reporting, and more in a mobile, cloud-based platform. The platform offers job booking, dispatching, easy communication with your technicians, advanced reporting, call recording, call tracking with revenue, ability for your technicians to do paperless invoicing, give a visual sales presentation, process credit cards on the field and much more. It’s an end-to-end solution for the multi-billion dollar residential home service industry includes CRM, intelligent dispatch, comprehensive reporting, marketing management tools, mobile solution for field techs, and QuickBooks integration. ServiceTitan brings a fully operational modern SaaS infrastructure to an industry traditionally underserved by software. ServiceTitan is the world’s leading software for HVAC, plumbing, electrical, and garage door companies.
Technology
ServiceTitan, supplies RESTful services, a pool of API calls for building applications and integrating with ServiceTitan objects. This set of APIs allows you to create and retrieve data from Customers, Projects, Jobs, Materials, Bookings, Services, Payments, Technicians, Vendors, Location, Invoices raised, Purchase orders, and other objects. The platform also ensures that the third-party product is properly authenticated prior to getting access to the ServiceTitan data. All access to ServiceTitan is through the API requests.
QCommission utilizes a technology called QXchange to integrate to other applications including ServiceTitan. Specific data access plug-ins (DAP) for different systems can be added to QXchange to integrate with various data sources. A special DAP for ServiceTitan allows QCommission to exchange data with ServiceTitan.
Architecture
QCommission is a fully web-based SaaS application with the ability to be implemented as a public or private cloud application.
Data Objects
The QXchange layer loads data from ServiceTitan to QCommission. Any data table in ServiceTitan can be used to extract and load data.
Customers: This object shows the customer information of the company.
Jobs: This object allows businesses to design, track and pay sales commission plans.
Employees: This object provides employee personal information, employment verification letter requests, onboarding tasks for new employees, and offboarding tasks for employees leaving the company.
Invoices: This object generates a invoice number for this transaction on save of the record.
Services: This object holds the services provided to the customer, job, material, etc.
Payments: customer uses their online invoice to pay you securely through the payment service.
Purchase Orders: This object is an official document that a buyer issues to a seller, indicating relevant information about what they want to buy, the quantity, the price agreed for that particular product or service.
Vendors: This object show the vendor information of the company.
Projects: This Projects shows all the information for projects such as address, customer, location, job information, estimates, payments, etc.
Technicians: This object shows the information related to a technician such as name, email, phone number, etc.
Locations: This object holds the location data such as customer name, email, etc. and the location address information.
Conclusion
QCommission does a tremendous job, understanding the intricacies of the ServiceTitan as well as the complications inherent in the data integration process. With this ability it integrates the two systems in such a manner that the complexity to the customer is reduced to a minimal level.
