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How do I exclude jobs or service types from ProPays?

Stop certain types of work from generating ProPays.

Purpose

Not every synced job should generate a ProPay. Warranty work, internal projects, low-margin work — sometimes you want to keep these jobs in Protiv but skip the bonus calculation.

This article shows you how to set up exclusion rules.

When To Use This

Use this when:

  • Warranty / callback work shouldn't earn bonuses
  • Internal jobs are syncing in and inflating ProPay counts
  • A specific service type is below margin and shouldn't bonus
  • A specific property or customer should be excluded

The 4 Exclusion Rule Types

Quick Path

  1. Go to Settings → ProPays → Exclusions
  2. Click + Add Exclusion Rule
  3. Pick a rule type
  4. Set the matching value
  5. Save

Step-by-Step

Step 1: Open exclusions

Go to Settings → ProPays → Exclusions.

Step 2: Add a new rule

Click + Add Exclusion Rule.

Step 3: Choose rule type and value

Pick from the 4 types. Enter the matching value.

Examples:

  • Type: Service Type → Value: "Warranty"
  • Type: Invoice Type → Value: "Internal"
  • Type: Name Pattern → Value: "TEST*"
  • Type: Property ID → Value: 12345

Step 4: Save

The rule applies immediately. Jobs that match are still synced into Protiv but won't generate ProPays.

How to Confirm It's Working

Look at the Jobs page and use the "Has ProPay" filter set to No. You should see jobs that match your exclusion rule appearing there without a ProPay.

Removing or Editing a Rule

To remove: click the actions menu on the rule → Remove → confirm.

To edit: click the rule → update the value → save.

One-Off Job Exclusions

For one-time exclusions of specific jobs (not a pattern), use the Exclude Another Job flow.

This lets you pick a specific job and exclude it from ProPay generation without setting up a rule.

Common Mistakes & How To Fix Them

  • "My exclusion rule isn't working" Check the rule's matching value carefully. Service type and invoice type are exact matches. Name patterns support wildcards.

  • "I excluded a job and now it doesn't sync at all" Exclusion rules don't stop sync. The job is in Protiv, just without a ProPay. Check the Jobs page directly.

  • "I want to exclude warranty work but only for one branch" Exclusion rules are org-wide. For per-branch logic, use a different bonus pool with split job savings turned off, OR contact support about scoped exclusion rules.

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