This article provides an overview of how the Revenue and Tip Allocation feature works with a use case to make it easier to understand.

In this article:

• Overview
• Enable the Revenue and Tip Allocation Feature
• How It Works
• Access the Revenue and Tip Allocation Feature
  • Access from a Job
  • Access from a Work Order
  • Access from an Invoice
• Revenue and Tip Allocation Triggers

Overview

Revenue and Tip Allocation is a feature that helps you break down revenue and tip amounts against each of the crew members assigned to the work orders for the entire job. By default, trip and revenue breakdown will be distributed equally among the crew members assigned, proportionally time allocated to the work orders with rounding calculation extra assigned random crew member (i.e., if 3 employees will be distributing $10 of tips, the first employee will receive $3.33, the second $3,33, and the last one will receive $3,34).

Enable the Revenue and Tip Allocation Feature

To enable the Revenue and Tip Allocation feature, please contact your Vonigo Customer Success team.

How It Works

To understand this feature, let’s look at a real-world example using Zees Franchise, which offers Junkluggers services.

Many Junkluggers jobs involve multiple trucks, and each truck has its own crew. The total job revenue needs to be divided between the trucks, and then automatically split among the crews on each truck. This is all done directly within the application interface.

Example:

• A job uses 2 trucks (2 separate work orders).

• Each truck has 2 crew members.

• The total job revenue is $1,000.

• An admin allocates $300 to Truck 1 and $700 to Truck 2.

The system will then automatically split the revenue:

• Truck 1: 2 crews → $150 each ($300 ÷ 2)
• Truck 2: 2 crews → $350 each ($700 ÷ 2)

Key Features:

• The system ensures that truck allocations don’t exceed the total job revenue.
• Users can manually adjust truck-level allocations based on factors like time on-site or amount of load.
• Revenue allocations can be edited later if needed.
• Franchisees can manage the allocations, while corporate can view and override them if necessary.

Access the Revenue and Tip Allocation Feature

To access the feature:

• Once you have enable the feature, you need to setup the global flag.
• Ensure that you have done the following:
  • Enable the Global flag enabling revenue distribution.
  • Enable the Global flag enabling tip distribution.

Access from a Job

• On the main navigation click Schedule > Select a job.
• Under the ACTIONS section > click Allocate Revenue/Tip.

• Adjust the revenue and tip allocation.

Note: Option to Auto-Calculate revenue/tip allocation when there are more than 2 crew members and it is true by default, When it's on, it will auto-calculate the allocated amount based on the ratio from the amount previous allocated.

Access from a Work Order

• On the main navigation click Schedule > Select a work order.
• You can access from two places:
  • Under the Charges section > click Allocate Revenue/Tip. 
    • Under the Crews Assigned section > Allocate Revenue/Tip.

Access from an Invoice

• On the main navigation click Invoices > Select an invoice.
• Under the Work Order section > click Allocate Revenue/Tip.

Revenue and Tip Allocation Triggers

This feature triggers and do a background calculation on the following events:

• Creation of the job (internal, online, API)
• Creation of the new work order
• Quote conversion
• Cancellation (job/work order)
• Restore work order
• Crew assignment
• Moving
• Charges update in both work order and invoice