Oak Ave install
$4,200
Jordan Hale
Won · pending review
Maya Chen · close Oct 18 · 6d in stage
reconcile door to door commissions
Reconcile door to door commissions against the knocks
Reconcile door to door commissions when payday is blocked because the vendor file does not match the knocks. Knockdesk is field sales software. This vendor commission file checklist is the match you do yourself. Knockdesk does not sync a vendor file. You can export knocks and import a list. Tick the boxes. No email.
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| Done | Job | Knockdesk | Other vendor |
|---|---|---|---|
| Export the knocks for the pay period | Export is a file you download. There is no live vendor sync. | Save the export. | |
| Open the vendor install or cancel file | The vendor file stays in the tool that sent it. You open it beside the export. | Note the file name. | |
| Match on address | The pin is the address. Match that line to the vendor row. | Mark unmatched. | |
| Match on the day the knock was logged | Use the day on the visit, not a remembered week. | Mark day mismatches. | |
| Mark installs with no knock | An install with no knock has nothing to confirm against. | List those addresses. | |
| Mark knocks the vendor did not pay | A logged sale the vendor skipped still needs a decision. | Ask why. | |
| Separate cancels that reverse commission | A cancel that should come off pay is a void, not a quiet delete. | Count them. | |
| Lock the pay numbers | Confirm at the vendor rate, then the organization default. If neither exists, leave the amount empty. | Do not invent a rate. | |
| Tell the rep what changed | A void writes a reversal of the existing amount times negative one. | Name the deal. |
The week
A worked pest week you can replace
Use this as a scene, not a result: 40 starts on the knock log, 36 on the vendor file, 4 installs with no knock, 2 cancels. Match installs to knocks until those four and those two are named.
| Line | Count |
|---|---|
| Starts on the knock log | 40 |
| Rows on the vendor file | 36 |
| Installs with no knock | 4 |
| Cancels to separate | 2 |
The stall
The file match dies in two tabs
You can tick this list on a printout. The rep still gets paid wrong if the void never hits the deal.
4 missing
Installs with no knock do not get a guessed commission.
2 cancels
Separate them before you lock pay.
Export only
You export knocks. You do not sync the vendor.
The deal
Lock pay on the deal
Confirmation uses the saved vendor rate, then the organization default. Full desk is on the pricing page. A free trial is not open.
Deal
Sample
Related
Keep going from vendor match
- Resources
The hub this checklist opens from.
- Pricing
Full desk is on the pricing page.
- Canvass
The knocks you export.
- Chargeback calculator
Dollars to reverse once the cancels are separated.
- Commission tracking
Confirm, void, or dispute on the deal.
- Blitz day
The Saturday list, a different job from payday.
FAQ
Frequently asked questions
How do I reconcile door to door commissions?
Export the knocks, open the vendor file, match address and day, mark installs with no knock, mark unpaid knocks, separate cancels, lock pay, and tell the rep. Knockdesk is field sales software.
What is a vendor commission file checklist?
Those nine ticks. A vendor commission file checklist does not sync the file. You match it.
How do I match installs to knocks?
Match installs to knocks on the address and on the day the visit was logged. The example scene is 40 starts, 36 vendor rows, 4 missing, 2 cancels.
Does Knockdesk pull the vendor file?
No. Export and import only. There is no live sync.
What if there is no saved rate?
The amount stays empty. Do not invent one.
How much does Knockdesk cost for a payday crew?
Full desk is on the pricing page. A free trial is not open. There is no second Knockdesk tier.
Payday
Bring the vendor file that does not match.
We will export the knocks and walk a void for the cancels you already separated. Full desk is on the pricing page. A free trial is not open.
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