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Turn word of mouth into a channel you can actually measure

Referrals are already how most field-service businesses grow. The difference here is that they arrive tracked — you know who sent them, and whether they turned into paid work.

Pro and up
Referrals · this quarter
  • Brenner → 3 leads2 won
  • Whitlock → 2 leads1 won
  • Haruna → 1 leadquoted
  • Silva → 1 leadnew

Illustrative — sample data

Closes the loop

Referred work runs the same rails as everything else

A referral is not a separate system to check. It lands in the same intake queue, gets routed by the same rules, and becomes the same quote.

Referral path
  1. 1

    Customer shares a link

    Attributed to them automatically.

  2. 2

    Friend enquires

    Lands in the shared intake queue.

  3. 3

    Routed and quoted

    Same rules, same price book.

  4. 4

    Credit recorded

    The referrer is on the record when it is won.

Illustrative — sample data

Where this sits in the day

  1. Get Found
  2. Win Work
  3. Run the Day
  4. Get Paid
  5. Run the Business

Questions people ask

Start using Referrals.

Set up your first crew, route, and quote today. Bring the clipboard if you must.

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