BranchSiteBack to Home

Guide for Sales Reps

A day in the life for sales reps and estimators: capturing leads, running estimates, sending proposals, and following up.

If you sell work — whether your title is sales rep, estimator, or arborist — your BranchSite day revolves around three pages: Jobs (your pipeline), My Day (your estimate appointments), and the client's acceptance page (where deals close). This guide walks the loop.

Capture every inquiry as a lead

When a call or email comes in, click the quick-add button in the top bar and choose New Lead. Pick the client (or quick-add a new one), choose the visit location, and note what they're asking for. Leads cost nothing to create and give you a pipeline you can trust — the Jobs page's Leads tab is your working list.

If you need to see the property, schedule a Task for the on-site estimate and assign it to yourself. It shows up on your My Day with an On Site Estimate badge, complete with the address and a Get directions action.

Price it and promote it

  1. Open the lead and build the Estimate: add items from the catalog, set quantities and prices, and apply discounts.
  2. Use proposal levels to sell more: mark lines Included, Recommended, or Optional so the client can accept add-ons without a second proposal.
  3. If your company uses Job Templates, start from one — it pre-fills line items and notes for common services.
  4. Promote the lead to a Proposal. It moves to the Proposals tab of the Jobs page.

For bigger opportunities with several services or alternative options, create a Proposal Group — a bundle of proposals the client reviews together, with one grand total and one acceptance link.

Send it and close it

You have three ways to get a proposal in front of the client:

  • Email it — send from the job with the proposal PDF attached. The document status moves from Draft to Sent.
  • Open customer view — present the acceptance page on your own device while you're standing in the driveway. Closing on-site beats a follow-up email every time.
  • Copy acceptance link — paste the link into a text or any other channel.

On the acceptance page the client reviews the estimate, checks off optional items, agrees to your Terms & Conditions, signs, and clicks Accept & Sign. If a deposit is due at acceptance, the page says so. If they say yes on the phone instead, use the job's Mark accepted action yourself.

Either way, the job moves to Active and scheduling takes over from there.

Follow up on what's outstanding

  • The Proposals tab shows every open proposal; watch the status — Sent and Viewed tell you whether the client has looked at it.
  • When a proposal dies, reject it with a Reason. Rejection reasons feed reporting, so your company learns why work is lost — don't just let proposals rot.
  • From the Jobs list you can also send follow-up emails or text messages to keep deals warm.

Watch your numbers

  • The Dashboard offers widgets built for sellers: Sales Leaderboard (top reps by won revenue), Proposal Conversion (created vs. accepted proposals per rep), and Sales Over Time.
  • Under Reports, the Sales Rep Report breaks down your sold work; Sales by Operation shows where revenue comes from.

A sales rep's daily rhythm

  1. Morning: check My Day for today's estimate appointments.
  2. At each stop: walk the property, build the estimate, and use Open customer view to close on-site when you can.
  3. Back at the desk: promote and send anything you didn't close in person.
  4. End of day: sweep the Proposals tab — nudge stale ones, mark accepted the verbal yeses, and reject the dead ones with a reason.