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
Put agreed terms to work on every referral.
The template sets the terms. RefSource remembers them.
RefSource is referral software for trade and restoration businesses. Record the terms you agreed on with your partner and keep the signed agreement with the referral documents.
Send referrals worth the fee.
Send the customer details, photos, and relevant job documents together. Your partner has the context to review the referral and ask follow-up questions.
Two sides, on the record.
Each referral moves from first call to closed job, on the record. When the commission comes due, nobody's reconstructing the story from a text thread.
Track the fee through payment confirmation.
RefSource tracks fees owed and payment status. You pay each other directly; the paying shop records payment and the recipient confirms or disputes it. The agreed terms determine when a fee is earned and due.
Paper agreement today. Working system tomorrow.
Use the draft to discuss terms with your partner. Use RefSource to manage the referrals, conversations, fees, and payment records that follow.