60-second walkthrough
Follow one referral between two businesses.
Follow a sample referral from Kestrelbrook Plumbing to Quillfern Restoration: job details, agreed terms, shared updates and payment confirmation. Records and amounts are illustrative.
Product demonstration with sample records. Shops confirm payment between themselves; RefSource keeps the record.
Walkthrough transcript
Product screens with fictional sample data. The businesses, customer and amounts are made up. This is not a customer result or a real transaction.
00:00 · A referral you can follow.
Follow one sample referral from a plumbing business to a restoration business.
00:04 · Send the handoff.
Kestrelbrook Plumbing checks the job details and sends the sample mold-remediation referral to Quillfern Restoration.
00:12 · Review the shared job.
Quillfern opens the referral and sees the referring business, customer details and submitted status.
00:19 · Keep the update with the job.
This view shows the accepted status and the shared appointment-scheduled update. The acceptance and note-entry actions are not shown.
00:27 · Both businesses can follow along.
Kestrelbrook sees the shared appointment-scheduled update on the same referral.
00:32 · Keep the agreement beside the work.
The Commission tab shows agreed terms at 12%, a recorded $4,800 contract and $576 accrued commission. These amounts are illustrative; the agreement action is not shown.
00:40 · Record payment separately from receipt.
Quillfern has reported the direct payment. The sample referral shows $576 awaiting confirmation.
00:46 · Confirm receipt.
Kestrelbrook reviews the receipt-confirmation dialog. After confirmation, this obligation leaves the Owed list.
00:52 · Find the confirmed record.
The Paid view shows the same referral, #7EFMHH, with $576 and Paid (confirmed). Businesses pay each other directly; RefSource keeps the record.
00:57 · Ref It.
Start with a business you know. See how RefSource helps you follow the handoff at refsource.app.