Sequifi is a commission automation, payroll, and workforce management platform built for commission-heavy industries. It helps businesses automate complex pay structures, onboard reps at scale, and gain real-time visibility into performance, all in one system.
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Sequifi serves home-service and sales-driven industries including solar, roofing, pest control, HVAC, turf, security, insurance, mortgage, fiber, and more. Whether you have 20 reps or 2,000+, Sequifi scales with your team.
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Sequifi eliminates manual commission tracking, payroll delays, and rep disputes. By automating payouts, onboarding, and compliance workflows, it gives operators speed, trust, and control as they scale.
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Yes, Sequifi is fully cloud-based and mobile-ready. You can access it from any device with an internet connection.

Go to the Sequifi login page, enter your username (typically your email address) and password, then click "Sign In." If you're logging in for the first time, use the temporary password from your welcome email and you'll be prompted to create a new password.
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Click the "Forgot Password" link on the login page, enter your email address, and click submit. You'll receive an email with a link to reset your password. Check your spam folder if you don't see it within a few minutes.
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Typical onboarding is 4-6 weeks depending on team size and complexity. Smaller teams can launch in as little as two weeks.
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Sequifi is designed with reps in mind. Most reps complete onboarding in under 15 minutes and can access everything from their portal or mobile device. Managers and admins may benefit from additional training on advanced features.
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During onboarding, your team structure (roles, territories, comp plans) is imported, payout logic is configured, and your branded portal is set up. Reps and admins can then onboard, sign documents, and track performance from day one.

Reps can view their personal earnings, sales, pending pay, and documents. They can submit referrals and payment requests.

Managers have everything reps have, plus visibility into their team's performance, the ability to manage leads and hiring, and access to team reports.

Admins have full system access including company-wide reports, payroll processing, user management, system configuration, and all hiring and onboarding capabilities.
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If you have admin access, look for "Switch to Admin" in the upper right corner of your screen. Click it to access admin features. Click "Switch to User" to return to the rep view.
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Yes, Sequifi allows role-based permissions. Admins can configure what each manager can see and do based on their responsibilities.

Go to "Reports" in the left-hand menu, then click "Past Pay Stubs." Select the financial year to see all your pay stubs for that period. Click on any pay period to see the detailed breakdown.
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Pay stubs show your regular commission payouts processed during standard payroll periods. One-time payments are special payments like draws, advances, bonuses, or reimbursements that were processed separately.
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Go to "My Earnings" in the left-hand menu, then click "Pending Pay." This shows a preview of your upcoming paycheck, including commissions, overrides, adjustments, and deductions.
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Pending pay is a projection based on current data. Final pay may differ if accounts are updated, clawbacks occur, adjustments are made, or additional items are added before payroll is finalized.
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Sequifi enables same-day payouts once jobs are approved or closed, depending on your company's configuration and payroll schedule.
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A clawback is when commission paid on an account is reversed, usually because the account was canceled or didn't meet completion requirements. The clawback amount is deducted from future pay.
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A draw is a regular payment given during periods when commission earnings may be low, such as training or ramp-up periods. An advance is a one-time lump sum given before you've earned it. Both are repaid from future commissions.

Commissions are calculated based on your position, commission structure, the products you sell, and the location of the sale. Your specific rates are visible in your profile under the "Commissions" tab.
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Overrides are earnings you receive based on other people's sales. If you're a manager or recruiter, you may earn a percentage of sales made by reps in your downline. Override types include direct, indirect, office, recruiting, and manual overrides.
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Commissions are paid when specific milestones are reached, such as M1 (first milestone, often at sale), M2 (second milestone, often at installation), or service completion. Your company's pay schedule determines when these appear on your paycheck.
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Common reasons include: the account hasn't reached the required milestone yet, the account was canceled, there's missing information on the account, or there's an issue with how the account was entered. Check the account details or contact your manager for clarification.

Go to "My Earnings" in the left-hand menu, then click "My Sales." You'll see all your accounts with details about status, earnings, and milestones.
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Sold means the contract is signed but work hasn't started. Pending means the account is in progress. Installed/Complete means the work is done and eligible for final payment. Canceled means the account was canceled and may result in clawbacks. Clawback means commission is being reversed.
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PID stands for Proposal ID or Project ID. It's the unique identifier for each account in Sequifi. Use it when referencing specific accounts or troubleshooting issues.
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In any sales report, click on the PID number to open the full account details. You'll see customer information, job details, milestone dates, worker assignments, and commission breakdowns.

Go to "Payroll" in the left-hand menu. Review the list of reps with pending pay, check for any issues (negative amounts, missing information), make adjustments as needed, then click "Finalize Payroll" to process payments.
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Negative amounts typically occur when clawbacks exceed new earnings. Most companies move negative amounts to the next payroll period using the "Move to Next Payroll" option, allowing the rep time to earn positive commissions.
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In the payroll view, find the rep and look for custom fields or adjustment columns. Double-click to enter an amount (positive for payment, negative for deduction) and add a comment explaining the adjustment.
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Yes. Sequifi handles contractor payouts, employee payroll, and commission structures in one system, replacing the need for separate vendors.
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Yes. Sequifi automates W-2s, 1099s, and other compliance documents.
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Yes. Sequifi ensures speed and compliance. All tax forms are handled automatically, and payout records are fully auditable.

Go to "Referrals" in the left-hand menu, click "Add New," enter the lead's information, and click "Submit." You can also use your personalized QR code to let leads submit their own information.
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Go to "Hiring," then "Leads," find the person you want to hire, click the three dots menu, and select "Hire." Follow the workflow to set up their position, commission structure, and agreement terms, then send the offer.
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The candidate receives an email with instructions to review their offer, sign documents, and complete their profile (personal info, tax info, banking). Once complete, they become an active user in Sequifi.
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Go to "Hiring," then "Onboarding Employees." You'll see everyone who has been sent an offer and their progress through the onboarding steps.
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Hiring is for new people who don't have a Sequifi account. Resigning is for existing reps who need a new contract, such as during annual renewals or promotions. Resigning skips the full onboarding workflow since their profile already exists.

Go to your profile by clicking your initials in the upper right corner, select "View Profile," then click the "Documents" tab. All your signed documents are stored there.

Click on the document to open it, review the contents, click on the signature area when prompted, create your electronic signature, and submit. The signed document is stored automatically.
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Yes. Electronic signatures are legally binding under federal and state laws, including the ESIGN Act and UETA.

Click your initials in the upper right corner, select "View Profile," then edit the fields you need to change (address, phone number, emergency contact, etc.). Click "Save" when done.
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Go to your profile, click the "Banking" tab, click "Edit," enter your new bank name, routing number, account number, and account type, then save. Double-check all numbers for accuracy.
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Go to your profile, click the "Tax Info" tab, click "Edit," and update your information. For individuals, enter your SSN. For business entities, enter your business name, type, and EIN.
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No. Organizational changes like position, manager, and office assignment must be made by an admin through the employment package settings.

Go to "Requests & Approvals" in the left-hand menu, click "Request," select the type (advance, reimbursement, draw, bonus, or payroll dispute), fill in the details, attach documentation if needed, and submit.
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Go to "Requests & Approvals" and look at the "My Requests" tab. Each request shows its current status: Pending, Approved, Declined, Scheduled, or Paid.
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Pending means it's waiting for review. Approved means it's been accepted and will be paid. Declined means it wasn't approved. Scheduled means it's been assigned to a specific payroll. Paid means the payment has been processed.

Depending on your role, you can access company reports, sales reports, payroll reports, pending service accounts, clawbacks, and reconciliations. Admins have access to all reports, while reps can see their personal data.
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Most reports have an "Export" button. Click it to download the data as an Excel or CSV file. Filter your data before exporting to get exactly what you need.
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Managers can see reports for their team through the Management section and Reports tab. The data visible depends on your role and permissions.

Sequifi connects with major CRM, FSM, and accounting systems. Popular integrations include Salesforce, JobNimbus, PestPac, QuickBooks, ServiceTitan, and more.
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Yes. Sequifi's API enables custom integrations and advanced reporting. Contact Sequifi support for API documentation and access.
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Sequifi works on all modern browsers including Chrome, Firefox, Safari, and Edge. For the best experience, keep your browser updated to the latest version.
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Yes. Sequifi is mobile-ready and accessible from any device with an internet connection.

Sequifi uses enterprise-grade encryption, secure data storage, and compliance protocols to protect sensitive information.
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Yes. Sequifi ensures timely payouts, proper documentation, and full audit trails across industries.
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Your personal information is visible to you and to admins who manage your account. Sensitive information like SSN and bank account numbers is protected and only partially visible for verification purposes.

First, verify you're using the correct email address. Try resetting your password using the "Forgot Password" link. Check for typos and ensure caps lock is off. If you still can't log in, contact your manager or admin.
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First, review your pay stub and pending pay to understand the breakdown. Check if there were clawbacks, deductions, or adjustments. If you still believe there's an error, submit a payroll dispute through Requests & Approvals with specific details about what seems wrong.
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Your access depends on your role and permissions. If you believe you should have access to something you can't see, contact your manager or admin to verify your permissions.
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Contact your admin immediately. Update your banking information in your profile and verify it's correct. Your admin can help investigate the failed payment and arrange for reprocessing.
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Check your filters to make sure you're viewing the correct date range. Verify the account was entered correctly with you assigned as the rep. If it's still missing, contact your manager to check if the account exists in the system.

You can access the help center from within Sequifi for articles and guides. For additional assistance, contact your manager or admin. Sequifi also provides dedicated account managers and live customer support.
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Sequifi offers dedicated account managers, onboarding specialists, live customer support, and an in-platform knowledge base with training materials.
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Pricing depends on team size, compensation plan complexity, and modules selected. Contact the Sequifi team for a custom quote.
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Yes. Sequifi offers personalized demos tailored to your industry. Free trials may be available for select features.

Sequifi automates tiered solar commissions, tracks installer/closer splits, and enables same-day pay, reducing turnover and disputes.
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Sequifi manages tiered splits, milestone bonuses, branch overrides, and compliance documents in one place.
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Sequifi simplifies mixed W-2/1099 payroll, integrates with service software, and provides real-time territory visibility.

If you have a question that isn't answered here, explore the other articles in this help center or reach out to your manager or our support team and we'll be happy to assist!