Free contractor referral agreement template
Free contractor referral agreement template
“We'll take care of you” is not an agreement.
Most referral deals between shops are a handshake and a rate somebody half-remembers. Get it in writing: a free, plain-English referral agreement template covering the rate, when it's earned, and when it's paid.
Put the referral terms in writing.
Start with a one-page draft covering the businesses, the referral, how the fee is calculated, when it is earned, and when payment is due. Complete it together and have qualified local counsel review it before use.
Download the draft template (PDF)Free direct download. No email required. Draft for review, not legal advice. This template excludes regulated referral arrangements; see the scope inside.
Not sure what rate to write in section 3? Use the free referral fee split calculator first.
An agreement puts the rate in writing. Here's how shops keep the record.
Product demonstration with sample records. Shops confirm payment between themselves; RefSource keeps the record.
Template → living record
The template sets the terms. RefSource keeps them.
The template sets the terms. RefSource remembers them.
A signed agreement in a drawer doesn't track jobs. Attach the rate you agreed on to every referral in RefSource and the terms travel with the work.
Send referrals worth the fee.
Photos of the job, the customer's docs, a voice note with the details. A complete referral your partner can act on same-day. Complete referrals close; closed jobs are the ones that owe you.
One shared record, zero he-said-she-said.
Both shops watch the same referral move from first call to closed job. When the commission comes due, nobody's reconstructing the story from a text thread.
Settle every commission on schedule.
RefSource tracks what each partner owes and what's been paid. You settle directly with each other, and the ledger keeps everyone honest.
Paper agreement today. Working system tomorrow.
The template fixes the terms. RefSource fixes the tracking.