Referral Program Automation
Word-of-mouth is the highest-trust lead source in the trades, but most contractors never systematically ask for it. Referral Program Automation reaches out to satisfied customers at the right moment, makes referring simple, and tracks who sent who — so your best marketing channel finally runs on autopilot instead of luck.
Your Best Customers Are Already Willing to Send You Work — If You Ask
What it does
Automatically reaches out to customers after a completed job to invite referrals
Provides a simple, trackable way for customers to refer friends and family
Notifies you when a referral comes in, so you can follow up personally
Keeps a record of who's referring, so you know your best advocates
Built for the trades
Roofing: Reaches homeowners right after a completed re-roof, when satisfaction is highest
Auto & Motorcycle Repair: Taps into tight-knit rider and car communities where referrals already travel fast
HVAC: Follows up after install or major repair jobs, the moments customers are most likely to recommend you
Plumbing: Captures referrals after emergency fixes, when relief and gratitude are strongest
Landscaping: Turns visible, driveway-facing work into neighbor-to-neighbor referrals
How it works
After a job is marked complete, the system reaches out with a simple referral ask and an easy way to share your info — no spreadsheet, no manual follow-up, no relying on memory.
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It's optional — the system works with or without a reward attached, based on what you want to offer.
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Every referral is tracked back to the customer who sent it, so credit (and follow-up) is never a guessing game.
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No — this is a separate module (Review Automation) that runs alongside it, not instead of it.