AI automation & integrations
Connect the systems you already run on and let automation handle the handoffs: onboarding, documents, status updates, and reporting, with no one chasing them.
Your reps close the deal. Your back office should keep up.
Commissions, payroll, CRM, and AI automation for sales-driven companies — solar, roofing, security, home services, and beyond — custom-built around your pay plan and your tools, by someone who runs one.
Most sales-driven companies are built by great salespeople and held back by a back office nobody set up to scale.
- Commissions paid late, or paid wrong. Multi-tier splits, overrides, and clawbacks tracked in spreadsheets that break every pay period.
- Subcontractor payroll that eats days. Every cycle is a manual reconciliation, and every mistake is a conversation with an angry rep.
- A pipeline no one can actually read. Deals live in three systems that don't talk, so nobody knows what's really installing next month.
- Cash flow that's a mystery until it's a crisis. Revenue is lumpy, dealer fees lag, and forecasting means guessing.
That's the problem I've spent twenty years solving.
What I do
Proven in solar, roofing, and security. Built to fit any sales or service business that pays on performance. Take one piece or the whole back office; most engagements start with a single problem.
Commissions & payroll
Commission structures that reconcile: multi-tier splits, overrides, clawbacks, and rep portals that show every rep exactly what they're owed and why.
CRM & pipeline
Implementation and cleanup for HubSpot, monday.com, JobNimbus, and similar platforms. One pipeline your whole company can read, from first contact to final payment.
Operations & finance
Fractional back-office leadership: forecasting, subcontractor management, HR and compliance, and an operating rhythm that lets you stop firefighting.
Real tools, already running.
Not a slide deck, and not a template. Every one of these was built around a specific company's pay plan, pipeline, and tools. Yours would be too.
Commission & payroll admin
- Commission engine for multi-tier splits, overrides, and clawbacks, with every number traceable back to the deal.
- Advances issued, tracked, and recovered automatically against future payouts.
- View as rep so admins see exactly what a rep sees before payday questions start.
- Downline and team views for managers, with overrides routed to the right people.
- Budget and forecast views by period, team, and trade.
- Multiple trades and multiple EPCs or installers, each with its own pay rules, reconciled in one place.
KPI dashboards & incentives
- Live leaderboards by rep, team, and office: knocks, appointments, closes, installs, and cancels.
- Incentive tracking so every rep can see how far they are from the bonus, the trip, or the next tier.
- Owner views of the numbers that actually drive cash: install rate, cycle time, and what's stuck.
- Pulled from your CRM, not typed into a spreadsheet on Friday night.
Resource hub for your team
- One login for reps and employees: onboarding, training, pricing, forms, announcements, and their own numbers.
- Automated onboarding that collects agreements, tax forms, and payment details without a manager chasing anyone.
- Always-current documents, so nobody is pitching from last quarter's rate sheet.
- Requests that route themselves: advances, appeals, and time off go to the right person with a record.
Nothing here is off the shelf.
Off-the-shelf commission software makes you change your pay plan to fit the software. I do the opposite: your splits, your overrides, your installers, your CRM, your approval flow. The system is built to match how your business actually runs, and it's documented so it doesn't depend on any one person. When it's done, I can stay on to run it, or hand it to your team.
How it works
No long discovery phase and no all-or-nothing package. We find the biggest leak first and fix it. If that's all you need, that's where it ends.
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1
Assess
A short review of how commissions, payroll, and pipeline actually move through your business today, and where the money and hours are leaking.
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2
Build
I design and build the fix around your business: the commission engine, the CRM configuration, the automation, or the process. Scoped, priced, and delivered as a project.
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3
Run
Your team runs it, or I stay on fractionally to operate it. Either way, you get documentation and a system that doesn't depend on one person's memory.
I run the same kind of business you do.
I'm Stacy Herman. For twenty years I've been the operational and financial backbone behind sales-driven companies in security, solar, and roofing: controller- and director-level finance and HR, commission structures for hundreds of reps, subcontractor payroll, and the custom tools and integrations that hold it all together. I've run commissions and payroll for over a hundred subcontractors at a time, and built the systems that made it repeatable.
Today I'm a partner in a Utah roofing company and I build back-office systems for other owners in sales and service businesses. When I talk about the realities of this business, it's because I'm living them too.
- MBA, Operations Management
- SHRM-CP certified
- 20 years in security, solar & roofing
- Owner-operator, not a theorist
Tell me what's slowing you down.
If you're an owner who's great at selling and tired of the back office being the bottleneck, that's exactly where I come in. One spreadsheet that needs to die or the whole back office, either is a fine place to start. Send a note and I'll reply within one business day.
stacy@thehiveoffice.com 561-339-0201 call or text LinkedIn