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Team & Payroll

Run, adjust, approve, and export payroll

A payroll run snapshots a pay week into a draft you can review and adjust, then approve to lock as the permanent paid record and export to CSV. Earnings come from collected revenue, the parts ledger, and clocked hours.

Where: Left sidebar -> Team -> Payroll panel

  1. Click Team in the left sidebar and find the Payroll panel.
  2. Pick the period (This pay week or Last pay week) and click Run payroll - it creates a DRAFT and opens it.
  3. Review each tech's line: pay type, jobs, hours (overtime past 40 is marked OT), revenue, and earnings.
  4. Add an adjustment or bonus if needed - pick a tech or the whole run, add a label and amount (negative for a deduction), and click Add.
  5. When the numbers look right, click Approve & lock. This freezes it as the immutable paid record with your name and timestamp.
  6. On an approved run, click Download CSV to export it for your payroll processor or bookkeeper.
Good to know
  • Approving locks the run - you can't edit it afterward, so add every adjustment while it's still a draft.
  • An asterisk on hours means they were estimated from visits because no time was clocked; fix the timesheet and re-run if you want real hours.
  • Only owners and managers can configure and approve payroll - grant the Manager toggle in Team to an office user who needs it.