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Getting started
Welcome to ShareWillowCreate your accountSetup checklistPlan Design & LaunchThe Home pageInvite your team
Plans
OverviewHas videoBuild a planPlan templatesPlan typesTeam poolsScorecards and KPIsJob-based plansThresholdsQualifiersPerformance payParticipants and visibilityManaging live plansConnect a plan to data
Metrics & data
MetricsHas videoBuild a metric in plain EnglishDatasetsMetric goalsSharing data with employeesDrill-downSync status and connection health
Payouts
Review and approve payoutsAuto-confirm payoutsPayout history and reportsPayroll exportPay periodsOvertime
Dashboards & leaderboards
DashboardsLeaderboardsTV displayGoogle Reviews
Team
PeopleImport and match employeesDepartments and rolesWhat your team sees
Mobile app
The technician appSigning inHome screenPlan details and “How it's calculated”Metrics and earningsEffective hourly rateThe BoardPayouts tabNotifications and emailsProfile, language and settings
Willow Texts
Willow TextsHas videoSet up Willow TextsWhat technicians can askWhat Willow sendsPay questions and approvalsResults and conversations
AI
Ask ShareWillowAI agents and routinesClaude and ChatGPT connectorAI credits
Integrations
IntegrationsServiceTitanHousecall ProJobberWorkiz, Service Fusion, ServiceTrade, FieldPulse, Zuper and JobTreadQuickBooks OnlineGoogle Sheets, uploads and email-in
Account
Company settingsYour profile and sign-inBillingGet help
Mobile app

The Board

The Board tab ranks plan participants so technicians can see where they stand. It only appears when you turn on leaderboard visibility for a plan.

The Board in ShareWillow

How it works

  • Overall Standing, rank and percentile.
  • Performance by KPI.
  • Time periods from This Week to YTD, or Custom.
  • Sort by highest, lowest or name.

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