1. ServiceTitan report *
Upload the PHL Bath Master Pay file. Use the raw ServiceTitan report for authoritative completion, activity, and memo checks.
Working hours, completion, contract value, tags, employee and job numbers
Bath Production / Payroll Review · Manager workspace
In-memory session • No network requests
Website pilot: open the hosted HTTPS URL directly in Safari, Chrome, or Edge. Do not run inside the SharePoint document preview. This pilot is for fictional test files only; do not upload real company payroll data until hosting and access controls are approved. not run the app.
Step 01 · Data intake
Upload & fill lead sheets
Upload ServiceTitan, the employee roster, and your original blank Lead Sheets. ADP job hours are optional. Review only exceptions, then export your filled original-format workbook.
2. Employee roster *
Lead and Journeyman names or employee codes, hourly rates, commission percentages and effective dates. Current/previous hourly and commission rates use independent effective dates. No test rates are assumed.
If ServiceTitan uses employee codes and the blank Lead Sheets use full names, the employee roster must include an Employee Code column alongside the real Employee Name. No separate key upload is required.
3. ADP report OPTIONAL
Job-specific employee hours for hourly-offset calculations. The app works without ADP; bonus cells will remain blank until verified.
If missing, estimated net bonus remains blank until manually entered
4. Blank Lead Sheets *
Upload your existing formatted Ben, Dan or Greg blank lead sheets. Original workbook visuals, formulas, widths and styles are retained; missing calculation formulas are restored when needed.
Any worksheet name is accepted (including Sheet1). Installer Name and Pay Period Ending must be present in each employee section. Check the actual dates INSIDE the workbook, not only the filename. Empty Job # rows are filled; populated rows are never overwritten.
Ready to process?
1
Upload filesUpload ServiceTitan, roster and your blank lead sheets; ADP optional
2
Process independentlyEligibility checks, job totals and review flags
3
Download filled original-style Lead Sheets and management flagsVerify each exception before payroll submission
Uploaded files
Confirm the correct reports before processing. Files are held only while this page is open.
Privacy and approval: No database, account creation, cloud API, or automatic retention. This is a development-only website requiring company security approval and independent payout verification before using live payroll information. This pilot has no authentication; do not use real payroll information on a public test URL.
Step 02 · Local payroll review
Commission review
PHL employees only. • Gross is job-based; ADP is optional. Unverified job hours leave completion bonuses blank.
Lead/JM job groups—Not the number of appointments
Jobs needing review—Review before paying
Provisional gross commission—Contract credit × rate
Estimated net completion bonus—After hourly offset
These are estimates, not approved payroll. An employee's completion bonus is calculated from credited job contract value × commission % minus (verified ADP job hours × hourly rate). Unverified hourly inputs do not default to zero.
Step 02 · One decision per job
Job-level manager review
See the full crew on one job. Choosing a split/full payout updates all affected Lead/JM entries in the current session. Approval is recorded in your downloadable audit.
Upload a payroll report to view complete job-level details.
| Employee / role | Job / date | Full contract | Share | Comm. | ADP hours / rate | Est. net bonus | Rule flags | Manager decision |
|---|---|---|---|---|---|---|---|---|
| Upload the reports and process to see job dates and automatic commission decisions. | ||||||||
| Employee name | Role | Jobs | Gross job commission | Estimated net bonus | Validation |
|---|
Step 03 · Payroll quality gate
Validate & export
The final export is blocked if any in-scope payout needs review or allocation is inconsistent. You can still download a diagnostic audit.
Upload and process files to run reconciliation.
Audit & optional resume file
Download a manager decision record before closing the page. It can be reopened only after uploading the original input reports again; the website does not save it.
The audit ZIP and review progress file may contain employee/payroll details. Keep them in your company's approved secure location; they are not stored by this website.
Completed Lead Sheets • Original Formatting
Upload your blank Lead Sheets and process to see eligible job rows and review notes.
Some eligible jobs could not be placed in the uploaded Lead Sheets.
A partial export is NOT a completed payroll. Download Management Review Flags and correct the missing job entries before submitting payroll.
Each original Lead Sheet stays visually unchanged except the intended values in job #, optional ADP job hours, credited contract, applicable hourly/commission rates and a 50/50 split note beside the job. Existing colored cells, formats, tabs, formulas and layout are preserved. Missing Hourly Pay, per-job Completion Bonus, and Completion Bonus Total formulas are restored where necessary. Jobs requiring management action are kept out of payout cells unless specifically approved.
Files download to the manager's device. Apprentice OOM work is listed separately in the export for driving verification. This page does not submit payroll to ADP or ServiceTitan. Use the Excel review export to preserve decisions and follow company retention and approval policies.
Instructions and controls
How the website pilot works
Built for iPadOS Safari/Chrome and Windows/macOS browsers. No external services, database or persistent employee record.
How do three managers work simultaneously?
All managers may open the same website URL in separate browser sessions; the test build has no sign-in. Each browser tab keeps a separate dataset in memory. No app-specific account exists in this pilot. Do not use a shared browser tab or shared-device session.
What uploads are required?
If ServiceTitan uses employee codes and the blank Lead Sheets use full names, the employee roster must include an Employee Code column alongside the real Employee Name. No separate key upload is required.
How are commission and splits calculated?
Contract-based commission only, no piece work. One qualifying Lead (or Journeyman without a Lead) gets full credited job total. Two qualifying Leads split 50/50; both must generally have 2.5+ Working hours. Memo instructions take precedence but uncertain exceptions are flagged, not silently paid. Journeymen alongside Leads are hourly only unless manager-approved exceptions. Warranty business units, verified redo and door-only return visits are not commissionable; revenue jobs carrying PICC/BRKG tags need evidence-based classification, not automatic exclusion. Ambiguous PII and incomplete jobs require review.
How is the net completion bonus calculated?
Net bonus = credited contract value × employee commission % − (actual ADP job-specific hours × hourly rate). This is distinct from gross job commission. If the necessary rate or hours are missing, net is left blank.
Will my Lead Sheet formatting change?
No. Export starts from the exact uploaded XLSX package, only writes into the existing job slots and split-note column, and retains original formatting, totals, tabs, conditional formatting, print layout and company template design. If there are more jobs than empty rows, or a job row is already filled, the app will not insert new rows or overwrite existing work; it will flag those jobs in the management review.
Can I save progress?
Progress is never saved automatically. You can download a review-progress JSON and import it after re-uploading identical source files. Keep it in an approved secure folder. Closing or reloading the page discards all working data. Company-approved file locations and retention policies apply to exported data.
Can I test without Entra sign-in?
Yes, with fabricated data. Host as a top-level HTTPS static website. The pilot has no login and should not be used with confidential payroll data. Company authorization and identity/access controls are necessary before a real-data rollout.
Known pilot limitations
Not all job memos can be resolved automatically; multi-day job classification, disputed full/split payouts, late completion, role changes and hourly offsets still need manager review. The app is a QA tool, not an approved payroll engine, and is not connected to ADP or ServiceTitan. The built-in xlsx parser supports ordinary Excel .xlsx and .csv, not encrypted spreadsheets or older .xls files.