Features
A closer look at the product.
Every piece of Referral Booster works off one principle: making it simple and easy for a customer to refer. Here’s how it fits together.
Active ambassadors
218
Paid referrals
74
Referral revenue
$128,400
Referral revenue
Trending upRefer & Share
It starts with a unique contact card.
Your own number
A contact card that saves to your customer's phone.
Every customer gets their own dedicated phone number and email, built into a real contact card that saves straight to a friend's phone. Because it's a saved contact, your calls and texts land as a known sender, not a random number. And every call and email that runs through it is tagged to the customer who sent it, so credit never gets lost.
Acme HVAC
phone
(415) 555-0142
maria@acmehvac.com
note
New customer? Call or email to claim a $25 credit on your first visit.
The hub
One page to book a job, or refer the next friend.
Tap the card and your friend lands on a clean, branded page that looks like you. One tab books a job in under a minute. The other lets them pass along the next friend who needs the work, name and number, straight to you.
Acme HVAC
Friend's name
Jordan Blake
Friend's phone
(613) 555-0199
Social reach
Make it easy to share with friends and family.
Sharing your offer takes a single tap. Your customer sends their branded discount out to text, WhatsApp, Facebook, Instagram, or email, straight to friends, family, and people in their network. The easier you make it to share, the more likely it is that they will.
Share Acme HVAC
One tap. The message goes with it.
We used Acme HVAC and they were great. Friends get $50 off with this link, and I get a reward when you book: refer.acmehvac.com/dana
From first call to paid
Every referral tagged, right in your CRM.
Every referred call and email is tagged to the customer who sent it, straight into your CRM, from first contact all the way to the paid invoice. You finally see which customers actually drive jobs, not just who says nice things.
Attribution
This monthRewards & Payouts
Rewards that pull in referrals. Payouts that run themselves.
Ambassador analytics
See who referred and what they've earned.
Your dashboard shows exactly who sent friends your way and how much each person has earned. A customer doesn't earn the bonus until the new job's invoice is paid, and the system checks that for you. No spreadsheet, no guessing, no paying out on a job that never happened.
Payouts
Outstanding $525Bronze to Diamond
Give them a reason to keep sending friends.
Tiers are proven to increase participation in referral programs. Rewards climb from Bronze to Diamond, so the same happy customer keeps sending friends to reach the next rung, instead of referring once and forgetting about it.
Reward tiers
Maria is at Gold with 5 paid referrals.
Bronze
1–2 referrals
Silver
3–4 referrals
Gold
5–7 referrals
Platinum
8–11 referrals
Diamond
12+ referrals
Managed payouts
Approve once, and they get paid.
Fund an account once and approve payouts with one click. Your ambassadors are paid automatically, on the schedule you set. No checks to cut, no gift cards to chase, no Friday afternoon lost to it.
Auto-send rewards
Referral Booster pays your ambassadors for you.
Team
Your whole team, in on it.
Team incentives
Turn every employee into a referral channel.
Your technicians and your office staff can also earn bonuses inside the platform, based on the rules you set. Someone earns when a person they personally refer becomes a paying customer, and you can run a separate team incentive on top. The more your team asks, the more customers take part. Referral revenue is tracked on its own leaderboard, and incentive bonuses are reported separately and rolled straight onto your payroll.
Grow
Stay top of mind for every customer, always.
Automated enrollment
A paid invoice makes them an ambassador on the spot.
The second a customer's invoice is paid, they're enrolled as an ambassador automatically. No sign-up, no registration, nothing for them or your team to fill in. Every happy customer becomes an ambassador while the job is still fresh in their mind.
Invoice paid
Dave Miller · Invoice #1042
Dave Miller
Now an ambassador
Campaigns
A steady drumbeat that keeps you top of mind.
We manage your campaigns and keep in touch with your past customers, a text this month, a promotion the next, a seasonal offer down the line. It runs across text and email on its own, so you stay in front of people through the slow stretches and you're the first name they think of when a friend needs the work.
- Day 0SMS
Thanks again! Here's 10% off your next visit.
- Day 30SMS
Spring tune-up season is here. Want us to book you in?
- Day 60Email
$50 off any job booked this month.
- Day 90Email
Refer a friend this month, win a $500 gift card.
- Day 120SMS
Know anyone who needs a furnace checkup?
Every past customer · handled for you
Managed messaging
The back-and-forth conversations that lead to a referral.
The platform runs the conversation for you, in your voice. It sends an offer, asks if they know anyone who needs the work, and when a customer names a friend, it collects the number and confirms the reward. All of it managed, so you're not glued to your phone answering texts at nine at night.
Integrations
Connect your CRM and let it run.
Connect ServiceTitan, Housecall Pro, Jobber, or your accounting in QuickBooks Online or Xero. Customers and invoices sync on their own, and a referral marks itself paid the moment the job does. You set it up once and stop thinking about it.
Connections
See it work in your shop
Request a demo. See your customers drive growth.
We’ll walk through your job flow, your reward setup, and exactly what your customers will see, plus how to start putting word of mouth to work for you. Unlock it today.