Turn your customer list into a referral engine. ReferXpert asks for referrals and Google reviews, tracks every lead, and automatically sends rewards when you win the job.
Live in your dashboard
Mike referred Dana
Reward sent · $75
Google review request sent
to Dana, after job closed
Webb Heating & Air
Last 90 days
Referral revenue
$48,250
Referrals
126
Won jobs
42
Rewards paid
$4,850
ROI
9.9x
Pipeline
New → Contacted → Won → Reward sent
| Referral | Referred by | Job | Value | Status |
|---|---|---|---|---|
| Jordan Ellis | Dana Whitfield | AC replacement | $8,450 | Reward sent |
| Naomi Frost | Priya Raghunathan | Ductwork repair | $3,120 | Reward sent |
| Elliot Vance | Sofia Marchetti | Full system install | $12,800 | Won |
| Rafael Moreno | Sofia Marchetti | Mini-split install | $6,900 | Quoted |
Webb Heating & Air
You earned $150
Jordan booked their AC replacement. Thanks for the introduction, Dana.
Choose how to get paid
Reward funded by Webb Heating & Air
Upload a CSV from your CRM. Every customer gets their own referral link the moment they land.
A flat $100, or 5% of the job capped at $500. Set a minimum job value so small tickets don't trigger a payout.
One SMS and email campaign to your whole list, personalized with each customer's own link.
A branded form they can text to a neighbor. Referrals land straight in your pipeline, attributed to whoever sent them.
Move the referral to Won and enter what the job was worth. That's the part only you can do.
Marking it Won calculates the reward, notifies your customer, and automatically sends their payout.
Every customer gets a unique, trackable link. When a referral arrives you always know exactly who sent it — no guessing, no “who do I thank?”
referxpert.com/r/dana-JUBCNreferxpert.com/r/priya-K4M2Preferxpert.com/r/marcus-9TQZRFlat or percent-of-job, with minimums and caps. Calculated the moment you mark a referral won.
Merge tags, per-channel copy, and a delivery log for every message that goes out.
New → Contacted → Quoted → Won, with an audit trail on every status change.
Rewards go out automatically the moment a job is marked won. Nothing to reconcile by hand.
Ask happy customers for a Google review right alongside the referral ask, on the same schedule, with no extra work.
You're trusting us with your customer list. We treat it that way — we never market to your customers on our own behalf, and never sell or share your data.
ReferXpert gives your happiest customers a reason to make the introduction — and makes sure they get thanked for it.