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How do I automatically calculate a service fee to owner?

Learn about calculating a service fee to owner

Updated over 3 months ago

To calculate a service fee to your owner, go to "Properties" on the left-side menu of your dashboard and click on the property card. Switch to the Owners tab:

To enable a service fee for your owner:

  1. Click Edit.

  2. Scroll to the Service Fee section.

  3. Toggle Per-request service fee to On.

  4. Choose a fee type: Flat amount or Percent.

  5. Enter the fee value in the Amount $ or % field. This will apply to all expenses linked to the specific Maintenance Request.

  6. Click Update to save your changes.

Note! To create a service fee invoice to the owner, you must add the owner to your contacts and assign them a property.

To learn how to connect owners to properties as a property manager, click the following support article to learn more: Can I connect owners to properties if I am a property manager?

Once you set up the Property Service Fee global settings, every time the request moves to the "Resolved" status, the additional fee button with the calculated amount will appear on the request preview in the accounting section of the request.

Click on the "Create" button, then press "Confirm" and the Management Fee/Service Fee invoice linked to this Maintenance Request will be posted under this Maintenance Request as well as in the "Accounting" section.

You will also see the new Service Fee icon displayed on the request card on the list of all requests. This will help you to determine what resolved requests were not invoiced.


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