BranchSite Help
Guides for running your business on BranchSite, from first lead to paid invoice.
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Getting Started
Welcome to BranchSite — learn the core concepts, set up your account, and find the guide for your role.
Sell & schedule work
Clients & Contacts
Build your client list: contacts, service locations, categorization, communication history, and account housekeeping like merges and holds.
Leads & Proposals
Capture inquiries as leads, build priced proposals, send them for e-signature, and win the work.
Jobs
Everything a job carries from first inquiry to invoice-ready record: stages, line items, completion, renewal, notes, custom inputs, and costing.
Scheduling & Calendar
Put visits and tasks on the calendar, keep recurring services generating work, and manage who does what, when.
Route Planner
Build, optimize, and dispatch daily routes for your crews from a map-based day board.
My Day & Time Tracking
The crew home page — today's stops, items, and map — plus clock-in/out, timesheet submission, and admin timesheet review.
Billing & money
Invoicing
Generate, send, and track invoices — from single per-visit bills to roll-ups, combined billing, and progress billing.
Payments
Collect money online and in person: online payments, recording payments, deposits, autopay, cards on file, payment terms, and financing.
Items & Pricing
Build your catalog of services and materials, organize it, and control how everything is priced and taxed.
Purchases & Inventory
Buy materials with purchase orders, track what's on hand, and get costs onto the jobs that used them.
QuickBooks
Connect QuickBooks Desktop, control what syncs, and keep BranchSite and your books in agreement.
Run your business
Communications
Email and text your clients, manage the templates behind every message, and automate routine follow-ups.
Client Portal
Give your customers a branded, self-serve place to view invoices, review proposals, pay online, and request service.
Reports & Dashboards
Measure your business with the dashboard, the Report Catalog, and saved reports.
Team & Permissions
Invite your team, assign roles, and control what each person can see and do.
Account Settings
Configure your company profile, operations, defaults, custom fields, tags, and templates.
Tree Inventory
Keep a per-property record of every tree — species, size, health, map pins, and a journal — and tie your work to it.
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Assistant
What the Assistant panel can look up, open, draft, and change, and how owners control it.