How to add a commission agent to a sale, repair or rent order in Quikpair

Record who referred the customer, so the agent earns their cut on that job.

Steps

  1. Start a sale, a repair or a rent order as usual and pick the customer.
  2. Find Commission agent — on the side panel on a desktop, or the Agent chip in the cart and the section on the form on a phone. It reads No commission until you add one.
  3. Tap + Add agent and search by name or phone. Only customers marked as agents appear.
  4. Pick the agent. Their default % fills in, and the commission amount shows beside it — change the % for this job if you agreed a different rate.
  5. If this customer was credited to an agent before, a blinking Last used suggestion shows the agent and their %. Tap Use to apply it, or the × to dismiss it. Quikpair never adds an agent on its own.
  6. Finish the sale, repair or rent order as normal. The agent can be added, changed or removed later from Edit.

Good to know