TECHNICIAN LEAD PROGRAM
Submit opportunities. Track follow-up. Earn commission.
A simple system for turning field observations into trackable sales opportunities. You do not have to sell the entire service in the field.
- 01
Spot the opportunityRecognize the need in the field.
- 02
Submit the leadEnter it while it is still fresh.
- 03
Sales follows upManagement assigns the lead.
- 04
You earn commissionWhen the lead sells, you get paid.
WHY TECHNICIANS SHOULD USE IT
You find the opportunity in the field.
The portal makes sure it gets seen and followed up. Management can see who submitted it, who owns it in sales, and where the opportunity stands.
Spot a Need
A customer mentions rodents, mosquitoes, termites, bed bugs, wildlife, or another service need during the visit.
Submit the Lead
Enter the customer information and describe the opportunity while it is still fresh. No text thread. No paper note.
Sales Works It
Management assigns the lead and the sales team follows up with the customer. You stay focused on the service visit.
Earn Commission
When your submitted lead sells, you receive the technician commission for the sale.
YOUR LEAD IS TRACKED
No lead buried in a text message. No paper note. No guessing whether someone followed up.
STEP 1 OF 2
Start the lead
Open the Tech Sales Portal on your phone and enter the basic customer information. Keep it simple and accurate. The goal is to get a real opportunity into the system quickly.
- 1
Enter your full name
This keeps the lead tied to the technician who found it.
- 2
Choose the customer type
Select New Customer or Existing Customer.
- 3
Enter the company name
Use the customer or business name sales will recognize.
- 4
Enter the service address
Complete address information makes follow-up faster.
STEP 2 OF 2
Finish the lead and hand it off
Give sales enough information to contact the customer and understand what they need. That is it. Management and sales take it from there.
- 1
Check “Hand Off Lead to Sales Team”
This confirms the opportunity is ready for management and sales.
- 2
Enter customer contact information
Name and phone number are critical. Add email when available.
- 3
Describe the service needed
Example: mosquito control, rodent issue, termite inspection, wildlife.
- 4
Add useful notes
Include urgency, access details, pets, best time to call, or anything sales should know.
- 5
Tap Submit Lead
The opportunity is now in the system and visible to management.
AFTER YOU SUBMIT
What happens after you submit?
The system keeps the opportunity visible from submission through the final sales result. Management can see it, sales can work it, and the final outcome can be tracked.
Management Sees It
The lead appears in the tracking sheet with the technician name and customer information.
Sales Is Assigned
Management chooses the sales representative responsible for following up.
Status Is Tracked
New → Pending → Proposed → Sold or Not Sold. The lead does not disappear after you hit submit.
Tech Credit Is Recorded
Management checks Tech Credit once the lead is entered into the sales process.
THE SIMPLE VERSION
Spot it. Submit it. Sales works it. You get paid.
You do not have to sell the entire service in the field. Recognize the opportunity, enter good information, and get it into the system.
- Submit real opportunities
- Give sales good information
- Management tracks the lead
- When it sells, you earn commission
Pest Control
A closer look at opportunities identified during service visits.
THE CASE STUDY
See how this applies in the field.
Explore the commercial pest control case study for a service-business perspective on capturing customer needs and connecting them with sales.
PRACTICAL QUESTIONS
Before your team gets started.
Do technicians need to sell?
No. You do not have to sell the entire service in the field. Recognize the opportunity, enter good information, and get it into the system. Sales handles the conversation about the right service, pricing, and next steps.
Can I try the form first?
Yes. Open Try the Technician Portal and explore the demo using sample information.
Does this replace our CRM or service software?
No. Tech Sales Portal manages technician lead submissions and sales follow-up alongside your existing systems. Your CRM continues handling customer accounts and billing, and your service software continues handling scheduling and service records.
Tech Sales Portal gives technicians one place to send leads, managers a place to assign them, and sales a place to record proposals and outcomes. Your existing systems keep doing their jobs.
Can we use this across multiple locations?
Tell us how your locations are organized, who handles sales follow-up, and what managers need to see. We can discuss the setup your business would require.
TAKE THE NEXT STEP
Spot it. Submit it. Sales works it. You get paid.
Try the technician portal. Then tell us how your team finds leads, who handles follow-up, and how technician commission is paid when a submitted lead sells.