Employee Management and Profit Tracking with Finty

Finty is a comprehensive repair shop management and accounting software that automates and simplifies your operations, including employee management and profit tracking. With Finty, you no longer need to hire an accountant to manually track sales, purchases, and financial transactions — it handles everything automatically and accurately. If your personnel work on commission or percentage-based pay, Finty can also calculate their sales, services, and commissions. You can set up weekly, monthly, or custom payout schedules with ease.
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Add Personnel to Finty

Navigate to the "Users" menu and click on the "Access" section. Select "New" to create a new personnel entry. Simply fill in the required fields and specify the percentage commission for sales and services for each personnel. Finty will then automatically calculate the commissions for each sale and service completed.

  • Navigate to the “Users” menu and click on the "Access" service.
  • Click on “New” to begin.
Employee management-Add Staff-1

Select your personnel's role in your repair shop or store.

Config Home Page

Select your personnel's landing page (the section they see first when they log into their panel).

Commission on Service

Enter your personnel's sales and service commission, and Finty will automatically calculate both their earnings and your profit.

Customize Access

In the next tab, select the checkboxes for each relevant service option to activate them for the assigned personnel. This allows you to customize the access to various functionalities based on their role, ensuring they only see the tools they need for their specific tasks.

Customize Access

Check or uncheck any of these options.

Signature

In the following tab, you can upload a signature image for each personnel. This will ensure that their signature appears on invoices and repair tickets whenever they issue a sale or complete a repair.

Personnel Signature

Upload your personnel's signature here so it appears on the repair tickets and invoices they issue.

Configure Services

In the next tab, you can activate or deactivate various service options within Finty for your personnel. Depending on their role, you may want to show them repair-related options or sales-related features. For instance, if the person is a technician, you would give them access to repair sections, while if they’re a salesperson, you would enable access to the sales-related services they need.

Config Services

These are all the services across Finty's menus. You can check or uncheck any option to control which features your personnel can access.

Personnel Access

Once you’ve set up the necessary fields and options, don’t forget to highlight the "star" icon to enable the personnel to log in to Finty. This step is necessary if you want them to have access to the software. If not, you can skip this.

Highlight Star

Highlight the Star

Highlight the star if you want to grant your personnel access to Finty.

Eye Icon

As an account holder, you can view your personnel's panel by clicking the eye icon.

Employee Panel

Finty allows you to easily access the individual panels of your employees by simply clicking on the eye icon next to their name. This provides a quick and efficient way to review their activities, commissions, and sales performance. It ensures transparency and facilitates better monitoring and management of employee tasks, making it easier to oversee their work without any hassle.
As shown in the image, this employee has access to all the services granted to them.

Access Employee Panel

Landing Page

This is the landing page you can set for your personnel to see when they open Finty.

Personel's Panel

This is your personnel's panel, and they can only access the menus and services you have granted them access to.

Sales & Service Profit

Go to the “Financial Reports” menu and select either “Sales Profit” or “Service Profit.” You will then see a detailed breakdown of the sales and services performed, including the profit made by the salesperson, technician, and your company.

  • Navigate to the “Financial Reports” menu.
  • Click on “Sales Profit” to see profit on sales.
  • Click on “Service Profit” to see profit on services.
Sales Profit

Sales & Sales Profit

You can view detailed records of each sale & service, including the profit earned on every product and job completed in your repair shop or store.

Filter by Personnel

To view the sales or service profit for specific personnel, click on the “Filter” option. Select the name of the personnel whose profits you want to track. You can also filter by specific dates, such as viewing the profit for the current month. This ensures that you can easily track and calculate commission payouts for individual personnel.

Filter Option in Service Profit

Filter Option

Use the filter option to narrow down results based on different criteria.

You can narrow down the results based on your personnel to view their performance, and Finty automatically calculates their profit for payout.

Monitor Profit Easily

Finty’s automated commission calculation system provides real-time profit data for each personnel. Whether you are paying out weekly, monthly, or at any other interval, Finty ensures that everything is calculated and displayed accurately.

Excel Export

You can export this list to Excel.

Service Commission

This is the total amount the personnel earned from commission.

Net Margin

This is the total amount earned by the account holder, repair shop, or store owner.