Sales Rep Training Guide

ORDER
FLOW.

Everything you need to take a customer from quote to delivered container. Follow this guide for every order.

App → calc.nobrainerai.io
Sales → sales@nobrainercontainers.com
Ops → ops@nobrainercontainers.com
Phone → 833.265.3269
01
The Order Flow
6 steps · every order · no exceptions
Step 01
💬
Customer Quote
Automatic · No rep action needed

Customer submits quote on the public calculator. Quote fires to sales@ via EmailJS automatically.

Check sales@nobrainercontainers.com for incoming quotes
Review pricing, confirm availability with vendor
Customer Quote tab — public facing
Step 02
📋
Vendor Order
Rep action · Internal portal

Fill in the vendor order form. App auto-detects nearest pickup yard based on delivery ZIP.

Fill in all customer + container fields
Verify yard auto-detection is correct
Hit Send to Vendor — email fires via EmailJS to vendor + CC ops@
Internal Portal → Vendor Order tab
Step 03
📤
Processing Email
Immediate · Same day as order

Send Email #1 to customer right after the vendor order is submitted. Lets them know things are moving.

Go to Fulfillment tab immediately after sending vendor order
Hit Send Processing Email
Customer gets: "Your order is confirmed, scheduling link in 3 biz days"
Internal Portal → Fulfillment → Step 1
Step 04
💳
Vendor Payment
Log invoice OR card charge

When WestGulf confirms — log it. This unlocks the scheduling step.

Invoice: log invoice #, amount, date paid
Card: log confirmation #, amount, card last 4
Hit Mark Vendor Confirmed → scheduling unlocks
Internal Portal → Fulfillment → Step 2
Step 05
📅
Schedule Delivery
3 biz days after vendor confirms

Send Email #2 with scheduling link, or book manually if customer calls in. Earliest date auto-calculates.

Hit Send Scheduling Email → customer gets link to pick their 4-hr window
Or: use the manual calendar to book for them if they call in
Confirmation email fires automatically when date is set
Internal Portal → Fulfillment → Step 3
Step 06
✅
Mark Delivered
After driver confirms drop

Once the container is on the ground, close the order. Full audit trail is saved on the Timeline tab.

Confirm with driver that delivery is complete
Go to Timeline tab → hit Mark as Delivered
Order is closed — timestamps saved
Internal Portal → Timeline tab
▶
Watch It Work
Price update demo — email to live in 2 minutes
PRICE UPDATE DEMO — ANIMATED WALKTHROUGH Open Fullscreen ↗
📧
WestGulf emails sheet
PDF or Excel arrives in your inbox — download the attachment
📊
Drop in upload tool
Go to 📊 Price Upload ↗ in the portal. Drop the file. 48 SKUs parse instantly.
🚀
Deploy → live in 30s
Copy the generated code, paste in index.html, drop on Netlify. Prices live immediately.
02
Vendor Reference
Who to order from and where they ship
🏭
WestGulf Container
chris@westgulf.com
Channelview, TX 77530
Hutchins, TX 75141
Buda, TX 78610
El Paso, TX (long haul)
Primary Vendor
🏗️
GCC
C15.TxDfw@gcc2011.com
Houston, TX 77044
Hutchins, TX 75141
Houston + DFW
📦
Lionbilt
buyer@lionbiltcontainers.com
Houston, TX 77044
Houston backup
Always CC on every vendor order email
  • ops@nobrainercontainers.com
  • Your own rep email (auto-fills from order form)
03
Customer Emails
What goes out, when, and why
EmailJS Config
  • Service: service_53u6rj8
  • Customer template: template_g74nuhh
  • Vendor template: template_j5ftcda
  • Free tier = 200 emails/mo · check usage at emailjs.com if emails stop
04
Tips & Gotchas
Things that trip up new reps
⚠ Watch Out
The Fulfillment tab is locked until you log vendor payment. Don't skip Step 2 — it's the unlock trigger for scheduling.
✓ Pro Tip
Enter the full delivery address (street + city + state) not just ZIP — the yard auto-detection is more accurate with the full address.
⚠ Watch Out
Earliest delivery date = 3 business days from vendor confirmation, not from when the order was placed. The calendar auto-blocks earlier dates.
✓ Pro Tip
If a customer calls to schedule, use the manual calendar in Step 3. Pick their date + window and it fires the confirmation email automatically.
⚠ Watch Out
If emails stop sending, check emailjs.com → Account. Free tier is 200/month. Contact Bert if you're hitting the limit — he'll upgrade the plan.
✓ Pro Tip
Use the Timeline tab to track everything. Timestamps are saved so you always know when each step happened — useful for customer inquiries.
05
Access Codes
For the internal portal gate — do not share externally
nbc2024
General sales team
pilot2026
Pilot program reps
sales2026
New team members
⚡
Quick Reference
Everything in one place
App URL
calc.nobrainerai.io
Sales Email
sales@nobrainercontainers.com
Ops Email
ops@nobrainercontainers.com
Phone
833.265.3269
WestGulf Orders
chris@westgulf.com
GCC Orders
C15.TxDfw@gcc2011.com
Lionbilt Orders
buyer@lionbiltcontainers.com
EmailJS Service
service_53u6rj8
Customer Template
template_g74nuhh
Vendor Template
template_j5ftcda
Delivery Windows
8–12pm · 10am–2pm · 12–4pm · Custom
Earliest Delivery
3 business days from vendor confirmation
Available Days
Monday – Saturday
Driver Notice
Calls 30–60 min before arrival
v6.0 · May 08 2026