Customer Referrals
Keep track of word of mouth.
Give customers and partners a way to share your business. Track the leads, rewards, and work that follow.
Word of mouth, counted
Finally know which roofer sends you the bat jobs.
Customers, partners, employees
Run campaigns for each kind of promoter.
A personal link each
Every promoter shares their own referral link.
A reward you choose
Account credit or a supported cash reward, plus optional credit for the new customer.
A click isn’t a sale
Each stage counted separately.
- Link clicked
- Lead
- Booked
- Qualified
- Paid
- Choose whether a referral qualifies at lead capture, booking, job completion, or invoice payment.
- Offer promoter account credit or supported cash rewards, with optional credit for the referred customer.
- Set minimum revenue, attribution window, and reward hold time.
Real screens
Set up a referral campaign.
Tap the highlighted spot, or use Next.Step 1 of 2
Before money moves
Review the referral, then release the reward.
- Review referrals and reward status before releasing funds.
- Use cash payout readiness checks and approval controls.
- Compare attributed paid revenue with reward cost and export referral reporting.
Part of Website & Marketing
Referrals tied to real paid work.
Referred leads become customers and jobs, and rewards follow the invoices that got paid.
What happens here
Customer Referrals
- 1Campaigns & personal links
- 2Qualification & rewards
- 3Review, payouts & results
Same customer, same job, same record.