Earning rules

Decide what your technicians earn points for and how much each good habit is worth.

Who can do this: Admins only.

Open Rewards in Settings and click Earning rules.
On a computer: Left menu → Settings → Rewards On a phone: More → Settings → Rewards
Read each card: its name, what earns it, and whether it’s “Awarded instantly” or “Awarded by the nightly check”. Rules marked “taken back if the work is undone” remove the points again if, for example, the job is reopened. Use the switch on the right to turn a rule off or on. A rule that’s off disappears from your technicians’ How to earn list, and challenges that count it stop moving.
Change Points, Max per day or Max per week. Each change saves when you leave the box. A limit showing 0 means there’s no limit. Typing 0 doesn’t remove a limit; enter a large number instead.

The starter rules

Rule	What earns it	When
On-time arrival	Arriving inside the promised arrival window (or within 15 minutes of the start time if there’s none), checked by GPS	When the job is marked complete
Job notes filled in	The job has notes when it’s completed	When the job is completed
Photos attached	The job has at least one photo when it’s completed	When the job is completed
Quote sent same day	Sending a quote the day it was created	Instantly
Job stayed closed	A completed job with no reopen or callback for 3 days	Evening check, can be taken back
Invoice paid	An invoice with the technician as salesperson is paid in full	Evening check, can be taken back
Quote approved	A quote with the technician as salesperson (or that they created) is approved by the client	Evening check, can be taken back
Clock-in streak	Clocking in 5 workdays in a row, Monday to Friday	Evening check, once a week

New point values and limits apply to points earned from now on. Points already earned never change.
Each piece of work earns a rule’s points only once, however many times it’s saved.
On-time arrival needs the technician’s location; see Sharing your location.

Checked against Astragal on October 17, 2026