Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ReliaTerm, ReliaScan, and Co-Pilot collectively form a comprehensive messaging and reminder system, while the Dash "Owners report" provides crucial insights into point-of-sale transactions and customer relationship management. Additionally, the suite includes inventory control tools, product and pricing management, as well as detailed reporting on aged inventory and purchasing activities. It also facilitates barcode labeling and serial number tracking, enabling users to scan products upon receipt and during checkout. Essential reports such as transfers and moves needed, commissions, spiffs, and electronic submissions for ESC tracking help streamline operations. Moreover, it generates cash-out journals, accounts receivable aging statements, and customer deposit reports. The system effectively manages delivery dispatch and scheduling alongside various commission and inventory reports, including A/R and sales tax documents. Integration with general ledger and QuickBooks ensures seamless financial management, while drill-down reporting tools and export options to Excel enhance data analysis. Furthermore, its search functionality using Control-F and the vendor instant rebate program tracking contribute to a well-rounded operational efficiency. Overall, this robust system is designed to meet diverse business needs effectively.
Description
SalesRepFielder is an effective commission management tool designed for QuickBooks Online that analyzes your invoices along with the transferred sales-rep field, applies your specified commission guidelines, generates detailed statements for each representative, and seamlessly integrates the necessary journal entries into your accounting records. This software is particularly advantageous for bookkeepers, accounting firms, and small businesses utilizing QBO.
THE ISSUE. One significant drawback of QuickBooks Online is the absence of a Sales by Rep report. For those who transitioned from the Desktop version, the conversion process resulted in the REP field being transferred as a custom dropdown with only initials, which remains unlinked to any employee records. As a workaround, many users resort to a monthly commission spreadsheet that tends to be overlooked during audits.
WHAT IT OFFERS. SalesRepFielder seamlessly interfaces with QuickBooks Online to extract data from invoices, sales receipts, payments, credit memos, and refund receipts, including the imported rep custom field. The platform supports a variety of commission structures through clearly defined rules, such as flat rates, tiered systems, per-deal rate lookups, margin-based calculations, quotas and performance targets, bonuses, SPIFF periods, splits, pools, manager overrides, caps, and clawbacks. This comprehensive approach ensures that all aspects of commission management are covered efficiently.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
No
Pricing Details
$20 per month
Free Trial
No
Free Version
No
Pricing Details
$20/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Reliable Softworks
Founded
2007
Country
United States
Website
www.reliablesoftworks.com/reliaserve/
Vendor Details
Company Name
Dire Syzygy
Founded
2026
Country
Mexico
Website
salesrepfielder.com
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
Yes
Contract Management
No
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
No
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No