Referral Program

Overview

Word-of-mouth is the highest-converting lead source for tradesmen, and the Referral Program turns it into a trackable, scalable system. Every existing customer gets a unique referral link they can share with friends, family, and neighbors. When someone clicks that link and fills out the contact form, the referral is logged against the source customer automatically — no manual tracking, no spreadsheets.

Rewards are issued automatically when the referred job is marked complete. The contractor configures the reward type (cash credit, discount, gift card code) and the CRM handles the rest — notifying the referrer, applying the reward to their account, and logging the transaction.

The landing page is hosted on the contractor's website domain and inherits the site's branding. It's a clean, conversion-focused page: a short explanation of the program, a contact form, and the referrer's name pre-populated (or displayed as "a friend") to reinforce the personal connection.

Features

• Unique Referral Links — Each customer gets a personal link generated from their CRM record; shared via SMS, email, or copy-paste
• Branded Landing Page — Hosted on the contractor's domain, inherits site branding, mobile-optimized
• Contact Form Intake — Referred customer fills name, phone, service needed; creates a Lead in CRM tagged with the referral source
• End-to-End Tracking — Referral status tracked through lead → job → completion
• Automated Reward Issuance — Reward triggers on job completion; referrer notified via SMS/email; reward logged to their customer record
• Program Configuration — Contractor sets reward type, amount, eligibility rules (first-time customer only, minimum job value, etc.)

How It Works

Contractor shares program → Customer shares unique link
    └─→ Referred customer lands on referral page
            └─→ Fills contact form → Lead created (source: referral, referrer: Customer A)
                    └─→ Job booked and completed
                            └─→ Reward issued to Customer A automatically

CRUD Reference

Object	Create	Read	Update	Delete
Referral Campaign	✅	✅	✅	✅
Referral Link	auto	✅	—	✅
Referral Lead	✅ (customer)	✅	✅	✅
Reward	auto	✅	✅	—
Reward Config	✅	✅	✅	—

Notes

Referral links are permanent per customer but can be deactivated from the customer record in CRM. Multiple active campaigns can run simultaneously (e.g., seasonal promotions with boosted rewards). Referral attribution uses a 30-day cookie window by default — configurable per campaign. Reward issuance requires the referred job to reach Job Complete status; partial completions do not trigger reward.