Features
Everything you need to turn happy customers into your sales team.
Six things working in the background of your business. Nothing for your tech to remember. Nothing for your office to chase. We text, they share, you get more jobs.
Enrollment
automatic
Every customer asked. Without anyone in your shop remembering.
After every completed job, your customer gets a friendly text asking if they'd like to earn a reward for referring friends. Sent at a polite hour in their timezone. If they say no, we never ask them again.
Why ours
We follow the SMS rules (quiet hours, opt-out, frequency caps) so you don't have to think about it. Your tech doesn't have to remember anything.
Identity
per-customer
A real phone number to share. Not a coupon code.
Each customer who opts in gets their own extension on your business line and a personal email. They hand it out at a backyard barbecue or share it in a neighborhood group, and inbound calls or emails route through that identity.
Why ours
It looks and feels like a real referral from a friend, not a marketing campaign. Because it is.
Distribution
contact card
Saved to their phone. Shared in two taps.
We send each customer a contact card with your business name, logo, phone, and their personal extension built in. iPhone or Android. They share it from their contacts app the same way they'd share any phone number.
Why ours
People share contacts every day. They don't share coupon codes. This is the difference between a referral program that lives on the fridge and one that lives in the phone.
Tracking
every step
From the first call to the paid invoice.
When a friend calls your office or fills out a form, the call gets tagged to the customer who sent them. Your dispatcher sees it. Your dashboard sees it. When the job closes in your software, we know what it was worth and who's getting credit.
Why ours
Works with your existing field-service software (Housecall Pro, ServiceTitan, Jobber, Service Fusion). Pulls customers and invoices automatically.
Rewards
pay when the job pays
Pay only when the invoice gets paid.
Pick the reward: cash, gift card, account credit, milestone ladder ($50 for 1 referral, $200 for 3), or different rewards per trade. The reward fires automatically when the friend's invoice clears.
Why ours
Never on a quote that didn't close. Never on a cancelled job. Never on a refund (those get flagged for you to review, never auto-clawed-back).
Engagement
their own scoreboard
A simple page that keeps them coming back.
Every customer gets their own page showing the friends they've referred, the status of each job, and how much they've earned. It's branded with your business. The customers who can see their wins refer two, three, four more times.
Why ours
The portal is branded with your business name, logo, and colors — so customers feel like they're inside something you built, not a third-party tool.
The stuff nobody wants to think about
We handle it so you don’t have to.
Texting customers comes with rules. So does pulling customer data from your software. Here’s what we take care of without you having to think about it.
SMS rules, built in
Quiet hours, opt-out words (STOP, UNSUBSCRIBE), monthly message caps. Set up correctly out of the box. Defaults to a 9am–8pm window in the customer's local time.
Phone carrier registration
We handle the 10-digit phone number registration with the carriers so your messages actually get delivered. You don't have to file anything.
Your customer data, separated
Your customers' data is kept in your own space, never mixed with anyone else's. We check this on every change we ship.
Software connections, locked
When your field-service software talks to us, every message is signed and checked. If something doesn't look right, we reject it.
Sensitive info, encrypted
Your software credentials are scrambled in our database. Only we hold the key, and it never leaves our servers.
Customer data rights
If a customer wants their data exported or deleted, we handle it within 30 days. The dashboard has the button.
Plugs into your software
Connect once. Your customer list and invoices come through automatically.
On a system we don’t support yet? Use the Starter plan and upload your customers by CSV. Same product, just no live FSM connection.
See plan-by-plan support →Housecall Pro
Growth plan
Jobber
Growth plan
Service Fusion
Growth plan
ServiceTitan
Pro plan
See it work in your shop
Join the waitlist.
Early customers pay half the public rate for the life of their account. The discount stays as public pricing goes up.
See it work in your shop
Join the waitlist. Bring your hardest question.
We’ll walk through your job flow, your reward setup, and what your customers will see. No slide deck. No sales pressure. If it’s not the right fit, we’ll tell you.