Referral software built for HVAC companies.
Turn completed installs, maintenance visits and happy homeowners into your next booked jobs — without buying another shared lead.
When to ask a hvac customer
Timing does most of the work. ReferXpert lets you send the ask at the moment goodwill is highest, to everyone at once.
- The week after a system replacement
- The house is comfortable again and the invoice is fresh. This is peak goodwill.
- After a spring or fall tune-up
- Low-stakes visit, happy customer, and their neighbors are thinking about their own systems.
- When a maintenance plan renews
- A customer who re-ups is telling you they trust you. Ask them who else needs you.
Your offer
“Refer a neighbor and earn $100 when they book their first job.”
Set it once in ReferXpert. Every campaign and referral page uses it automatically.
Illustrative example
If 40 referred hvac jobs close at an average of $8,450:
- Revenue from referrals
- $338,000
- Rewards paid out
- $4,000
- Cost per acquired customer
- $100
An illustration, not a ReferXpert average — the figures are yours to change in the calculator.
Job types this fits
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
Other trades