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Protiv Knowledge Base

ProPay

ProPay

Guides for creating, managing, and optimizing ProPay.

What is ProPay? 💰

What is the ProPay page in Protiv and what can I do there? 🤔

Creating ProPay

How do I create a ProPay manually in Protiv? 👷‍♀️

How do I use the Budget Help when creating a ProPay? 🧮

What is the Create ProPay page in Protiv, and how does it work? 💰

Group ProPay

What is GroupProPay? 🤔

How to Filter ProPays for Grouping 🔎

Understanding GroupProPay Settings ⚙️

Setting Goals for Group ProPays 🎯

Approving and Paying Out GroupProPays ✅

Troubleshooting GroupProPay Issues 🛠️

💼 How Group ProPay Is Calculated in Protiv

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Managing ProPay

How do I view and manage the details of a ProPay in Protiv? 🧐

How do I edit a ProPay in Protiv? ✏️

How do I remove a bonus from a worker on a ProPay? 🙅‍♀️

How do I add a note to a ProPay in Protiv? 📝

How do I change the title of a ProPay in Protiv? ✏️

How do I filter ProPays in Protiv? 🔍

What actions can I take on ProPays in Protiv? 💼

How do I search for a specific ProPay in Protiv? 🔍

What are milestones and how do I set them up? 💰

How Do I Handle Callbacks in Protiv?

How can I group ProPays based on a schedule or route in Protiv?

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Approving ProPays

How to Approve a ProPay

ProPay Settings

How do I set bonus split types in a ProPay? 💸

What is LeadPay and how does it work? 💰

How do I add or edit additional settings to a ProPay? ⚙️

How do I change the Bonus Pool on an individual ProPay? 💸

How do I customize the columns on the ProPay page in Protiv? 🔧

What are the options for splitting the bonus in a ProPay? 💰

What are the Customize Settings in the Team Section and How Do I Use Them?

Aspire Users: How to Configure Protiv to Use Opportunities as Jobs and Import Work Tickets as Milestones

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