Five steps. One of them is yours.
ReferXpert runs the referral program end to end. You close jobs — everything before and after that is handled.
- 1
Import your customers
Upload your customer list. Everyone gets their own referral link automatically.
- 2
Set your reward
Decide what a referral is worth — a flat amount or a percentage of the job.
- 3
ReferXpert asks for you
Automated campaigns ask your customers for referrals and Google reviews, on your schedule.
- 4
You close the job
Work the lead like you already do, and mark it Won when it closes.
- 5
ReferXpert pays the reward
The reward is calculated and sent automatically. Your dashboard updates in the same moment.
What you see, and what your customer sees.
The moment you mark a job won, two things happen at once: your numbers update, and the person who sent you the job gets paid.
Your dashboard
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 |
Your customer's phone
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