Recruit to Payout

Thirteen stages, in order. Element is the operating company and performs every step — what’s listed is which system each part happens in.

Element RepCard TWC Enerflo QuickBooks

01Org Setup

ElementSign installer and subdealer agreements; lender dealer approvals

EnerfloFinance products switched on, installer routing, price per installer, milestone triggers

TWCComp plans, splits and override tiers; hierarchy and recruiting trees; redline versions by product and effective date

02Recruiting

RepCardSource, screen, interview

ElementInterview and offer decision

03Onboarding

QuickBooksWorker classification, W-9 / W-4

RepCardBackground check

TWCOffer letters, intake, pay structure

04Identity & Provisioning

TWCCanonical rep record, email identities, account creation in every external system, access ledger

05Training

TWCCurriculum assignment, per-installer certification, compliance attestations, set rep active

06Roster & Dealer Mgmt

TWCTeams, managers, recruiter tree, internal vs external, subdealer margin, status changes, seat reclamation

EnerfloSubdealer exists as an org with its own pricing and financing access; reps assigned to it

07Lead Capture

RepCardTerritory, canvass, lead capture

EnerfloLeads, appointments, setter/closer pairing

08Customer Qual

EnerfloQualify homeowner, utility bill, credit prequal, eligible finance products, choose installer and product

09Proposal & Close

EnerfloDesign request, pricing, proposal, contract, e-signature, submission, TPV, rescission window

10Deal Tracking

EnerfloSurvey, permit, NTP, install, PTO, change orders, cancellations

TWCReceives sold price and milestone events

11Commission Calculation

TWCMargin, rep and setter splits, overrides against hierarchy as of the sale date, recruiting residuals, tiers, draws, clawback amounts, statements, dispute resolution

12Commission Payout

QuickBooksPayroll, withholding, ACH, GL sync

13Analytics

EnerfloDeal volume, close rate, funnel conversion, installer comparison

TWCCross-installer rep performance, cross-subdealer performance, realized margin