MANAGEMENT VISIBILITY
Your technician found an opportunity.
Who do they send the lead to?
Too often, the answer is a text, a phone call, or “I’ll send it later.” Then the lead gets forgotten, and a possible sale is lost.
Tech Sales Portal gives technicians one place to send leads from their phone. A manager gets notified and sends the lead to the right salesperson. You can see who followed up, what was quoted, and whether the job sold.
WHERE LEADS GET LOST
A scrap of paper is not a sales process.
Your technicians are finding customer needs while they work. But getting that information back to the office can be where things fall apart.
The lead gets forgotten
A name goes on a piece of paper. A message gets buried. By the end of a busy day, the technician has moved on and the lead has not.
The customer waits
The technician means to tell the sales manager or service manager later. Meanwhile, nobody has called the customer, and they may call someone else.
Nobody knows who found it
The lead finally reaches the office, but the technician’s name is missing. Now it is harder to know who should receive the referral commission.
GIVE EVERY LEAD A CLEAR DESTINATION
Send it once. Keep it in view.
The technician fills out the form on their phone. A lead is created with their name attached, and sales management is notified right away. The manager sends it to the salesperson who will contact the customer.
- No guessing who to tell.
Give technicians the portal link or QR code and a simple instruction: when you find a customer need, send it here. - No guessing who sent it.
The technician’s name stays with the lead as it moves from the first submission to the final result.
FROM A CUSTOMER NEED TO A SALE
The next person knows what to do.
The portal gets the lead to management quickly. Your team takes it from there: contact the customer, quote the work, follow up, and record the result.
- 01The technician sends the lead
- They enter the customer’s contact information and explain what the customer needs. They can send it while they are still in the field.
- 02Sales management gets notified
- The new lead arrives with the technician’s name attached. The manager reviews it and sends it to the right salesperson.
- 03The salesperson contacts the customer
- Sales has the details needed to call right away, ask questions, and discuss the work. Your manager makes sure the call happens.
- 04Sales writes the proposal
- The salesperson quotes the work and records the proposal value, notes, and status so management can see what is happening.
- 05Sales records the result
- When the customer decides, sales marks the lead Sold or Not Sold. Management can see the result and which technician referred the lead.
SEE WHAT SALES HAS DONE
Know what happened to every lead.
You should not have to dig through texts or call three people to find out whether a customer was contacted. Review the lead, the salesperson handling it, and the latest notes in one place.
Get answers to simple questions.
- Who sent in the lead?
- Who is supposed to call the customer?
- What do the latest notes say?
- What price was quoted?
- Is it New, Pending, Sold, or Not Sold?
Sales keeps the information current. Management checks that leads are being worked.
TECHNICIAN REFERRAL COMMISSIONS
Make sure the technician gets the commission they earned.
Technicians do not have to handle a large sale to help bring in business. They can find the need, send the lead, and let sales take over.
Their name stays on the lead
Management can see which technician found the opportunity, even after it has been passed to sales.
The sale stays connected to them
When sales records the result, the referring technician remains attached to the lead. Their contribution does not disappear along the way.
Your company sets the payment rules
Use the lead and sale details to review the referral commission. Your company decides what qualifies, how much to pay, and when to pay it.
Give technicians a reason to look for the next opportunity. A simple form and a clear referral commission program can encourage them to notice customer needs and send them in. The portal keeps the referral visible; your company handles commission approval and payment.
KEEP THE PROCESS MOVING
Put someone in charge of new leads.
A fast notification helps only if someone acts on it. Choose the manager who reviews new leads, sends them to sales, and checks that customers are contacted.
- Check incoming leads.
Make sure each one goes to the right salesperson. - Check the follow-up.
If a lead is still waiting, ask what needs to happen next. - Check the result.
Have sales update the notes and mark whether the job sold. - Check the referral commission.
Review what the technician earned under your company’s rules.
A FEW PRACTICAL QUESTIONS
What does your team need to do?
Who receives the lead first?
The designated manager is notified when the technician submits the lead. That manager reviews it and sends it to the right salesperson.
Does the technician have to close the sale?
No. The technician can identify the customer need and send it in. Sales handles the customer conversation, proposal, and follow-up.
Does the portal pay commissions?
Your company handles commission rules, approvals, and payments. The portal keeps the technician’s name connected to the lead and result so you can review the referral.
Who updates the status and notes?
The salesperson records the proposal, notes, and result. Management reviews that information and makes sure leads are getting attention.
SEE IT IN PRACTICE
Follow the lead from the field to sales.
See how the submission process works, or read how it applies to commercial pest control.
STOP LETTING GOOD LEADS GET LOST
Give your team one place to send the next lead.
Tell us who receives leads today, how sales follows up, and how you reward technician referrals. We can help you work through a better process.
Try the technician form with sample information. Request information to discuss the management side.