Turn Happy Customers Into Your Next Jobs
Create a referral program around the way your service business works. The planned Referral Program combines shareable links, configurable rewards, automated invitations, qualification rules, and customer credits inside The Service Pilot.
Give customers an easy, trackable way to recommend your company
Build a referral experience that is simple to share and practical for the office to manage—from the first invitation through qualification and reward.
Personal referral links
Give each participating customer a unique link they can send to friends, family, and neighbors.
Configurable rewards
Set rewards for the referring customer, the new customer, or both sides of the referral.
Connected qualification
Define when a referral qualifies based on a meaningful business event such as a booked job, completed job, or paid invoice.
Match the referral offer to your business
Control the reward, qualification event, minimum invoice value, and program limits from one place.
One-sided or two-sided rewards
Thank the referring customer, welcome the new customer, or reward both when the referral qualifies.
Qualification rules
Choose the business milestone that confirms a referral created real value rather than counting every shared link as a win.
Program safeguards
Use minimum purchase requirements, expiration rules, and practical reward limits to protect the program.
Ask for referrals when customer confidence is highest
Invite customers after a successful service moment, give them a simple sharing page, and keep the referral status visible without relying on spreadsheets or manual coupon tracking.
Trigger the invitation
Send a referral invitation after the configured job, payment, or customer milestone.
Share the offer
The customer opens a personal page and shares their unique referral link through the channel they prefer.
Track the outcome
Follow visits, referrals, qualified jobs, pending rewards, issued credits, and influenced revenue from the owner view.
Planned Referral Program tools
- Unique customer referral links
- Give-and-get reward options
- Email and SMS invitation workflows
- Booked, completed, or paid qualification events
- Pending, qualified, issued, and redeemed tracking
- Referral-influenced revenue reporting
Make referring your company feel effortless
The customer should not need to understand your CRM to participate. A focused referral page explains the reward, collects the new customer’s details, and keeps the next step clear.
For the referring customer
See the current offer, copy a personal link, share it, and understand when a reward becomes available.
For the new customer
Claim the referral offer through a simple branded page and continue toward booking service.
For the business owner
Review program activity, qualify referrals, track credits, and connect results to real customer revenue.
Referral Program questions
Is the Referral Program available now?
Not yet. Referral Program is labeled Coming Soon while the product experience is being completed. This page previews the planned feature, and its visuals use demonstration data.
Can a business reward both customers?
The planned rules support rewards for the referring customer, the new customer, or both.
When does a referral qualify?
The business will be able to choose the qualifying milestone, such as a booked job, completed job, or paid invoice, and apply additional eligibility requirements.
Will owners be able to measure results?
The planned owner dashboard tracks referral activity, qualified results, reward status, and revenue influenced by the program.
Build a referral program customers will want to share
See how referrals will connect to the customer, job, payment, and reporting workflows already inside The Service Pilot.