The business-card handoff
Every business card you hand out is a referral you gave away for $0.
On a job site you hit work you don't do. You hand over a card, or say "call my buddy." The customer gets help. You get nothing, and you never hear about it again.
30-day referral-or-refund guarantee, from your first paid day. See how it works
- UntrackedNo record that you sent the job.
- No feeNothing agreed, nothing owed back to you.
- No follow-upYou find out how it went by chance, if at all.
The fix
Same handoff. Now it is on the record.
You already pass work to shops you trust. RefSource turns that moment into a tracked referral, right from the job.
Send a tracked referral from the job
Instead of handing over a card, send the referral from your phone, right when the job comes up.
The fee agreed up front, visible to both shops
Both shops see the same fee before the work starts, so nobody negotiates after the job closes.
Money paid shop to shop directly
The shops settle with each other. RefSource keeps the record and never touches the money.
Invite that partner from the referral
Add their shop name and email on the referral and RefSource sends the invite, so the next handoff is already set up.
The handoff checklist
Give the next shop a useful referral.
Use this with a trade partner you already trust.
01Explain the job
What happened? What help is needed? Share only the customer details the receiving shop needs to act.
02Include the context
Relevant photos, reports and access notes. Keep them with the referral so the other shop can find them.
03Agree the next step
Who will contact the customer? Who will update the referring shop? Make the responsibility clear.
04Keep the record
Keep agreed terms and updates beside the job. Shops agree and pay directly; RefSource keeps the record.
One job. One trusted partner. One shared record. This checklist is an operational aid, not a referral agreement. Need terms in writing? Start from the free referral agreement template.
The offer
The launch offer
- Launch pricing, locked for as long as you stay.
- A 14-day trial, no card needed to start.
- RefSource is a paid subscription for shops. Partners you invite join free.
30-day referral-or-refund guarantee
Complete onboarding and invite three partner shops. If no referral is moving within 30 days of your first paid day, we refund every dollar you've paid and keep working the network with you, free, for up to 6 months until one does. Terms apply: refsource.app/terms#guarantee