No CRM needed
No software? Start from a spreadsheet.
You don't need a CRM, field-service software, or any integration to run Referral Booster. Upload your customer list, a simple spreadsheet of names and numbers, and the contact cards, referral texts, attribution, and rewards all work exactly the same. When you're ready, connect a CRM and everything you've built comes with you.
Upload
Start from a spreadsheet.
Drop in a CSV of your customers, names, mobile numbers, and emails. Referral Booster reads it, sets up a shareable contact card for each one, and you're ready to go. No CRM, no integration, no IT project.
After the job
Send the ask whenever you finish a job.
Add a customer the moment you wrap their job, or upload your week's customers in one go, and the referral text goes out for you. You pick the timing; Referral Booster handles the rest, including quiet hours, opt-outs, and the message itself.
Maria Delgado, Drain repair
You finished the job and tapped done
Sent to Maria · just now
Attribution
Every referral still tracked, automatically.
This is the part that never changes. Each customer gets a contact card with a dedicated phone number and email. When a friend reaches out through it, the lead is tagged to the customer who sent it, no promo codes, no spreadsheet to reconcile by hand.
Attribution
This monthRewards
You confirm the win, the reward releases.
When a referred job closes, mark it done and the reward is released to both sides. You decide what counts as a paid job, no invoice sync required, so you stay in full control of what gets paid out.
Payouts
Outstanding $525When you're ready
Start here. Connect a CRM later.
A spreadsheet is a perfectly good place to start. The day you adopt ServiceTitan, Jobber, QuickBooks, or any platform we connect to, link it up, and every ambassador, referral, and reward you've built carries straight over, with the texts and payouts becoming automatic.
Connections
Common questions
Answers about the spreadsheet path.
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.