Company teams · Sales
Manage customers, leads, and estimates
Move tree-service work from first contact through quote review and job creation.
Customers and leads
Use Customers for the household, business, or property contact. Use Leads for the first inbound request, including source, urgency, service type, and follow-up date.
Opportunities
Create an opportunity when a lead is qualified enough to quote. Opportunities keep the sales owner, stage, estimated value, property notes, and conversion history together.
Estimates
Build estimate versions from the opportunity. Barker tracks required deposit, accepted version, signature readiness, and deposit readiness so job creation can be gated before dispatch receives the work.
Customer review
Send a secure estimate link instead of asking the customer to create an account. The link shows only customer-safe estimate information and can be revoked when a new version is issued.