For plumbing · HVAC · restoration · roofing · electrical
Send a complete referral. Settle every commission.
RefSource lets trade and restoration shops send referrals that are actually actionable — photos of the job, attached docs, a voice note auto-transcribed — into one shared record both shops track from first call to paid commission. No more digging through text threads.
How it works
Three steps. No new habits.
Capture the whole job in 30 seconds
Snap photos of the site, attach the estimate or report, and talk through the details — RefSource transcribes your voice note automatically. What you send is everything the other shop needs to act.
Both sides track it
One shared record, same status, no "what happened with that customer?" texts.
Settle the commission
Computed from your agreed rule, visible to both, marked paid.
Built for people who run on referrals
Everything the other shop needs, in one place
Photo capture
Snap the job site; photos live on the referral, not lost in your camera roll.
Voice notes, auto-transcribed Growth and up
Talk for 20 seconds; the receiving shop reads it in full.
File attachments
Estimates, reports, insurance docs — attached to the referral, findable forever.
One shared record
Everything in one place both shops see. Nothing scattered across texts and email.
Commission rules & payout tracking
Set the rule once; every referral computes what's owed, and you both watch it get marked paid.
Partner connections & analytics
See who's sending you work, who's converting, and where the volume comes from.
Pricing
One flat rate per shop.
or $39/mo billed annually
- 3 seats included
- 50 active referrals
- Photo capture, file attachments, one shared record
- Commission rules & payout tracking
- Email support
or $79/mo billed annually
- Everything in Starter
- 10 seats included
- 200 active referrals
- Voice notes, auto-transcribed
- Advanced analytics & CSV export
or $159/mo billed annually
- Everything in Growth
- 15 seats included (+$15/extra seat)
- Unlimited active referrals
- Priority support
Questions about which plan fits? Email a founder — we reply within a day.
FAQ
Questions shops actually ask
My partner just texts me jobs — why change?
Texts get buried. A RefSource referral arrives with photos, docs, and the details transcribed — everything you need to act, in one place you both see.
What happens after my trial ends?
Nothing changes automatically. You'll be asked to pick a plan and add billing to keep sending and receiving referrals — nothing on your account is deleted while you decide.
Can I cancel anytime?
Yes. Cancel from Settings any time — no contract, no cancellation fee. You'll keep access through the end of your current billing period.
Is my customer list safe from my partners?
Yes. RefSource is built with strict per-tenant isolation — your partners see only the referrals you send them, never your full customer list, your other partners, or your internal data.
Do my referral partners have to pay?
No. Partner shops use RefSource free, always. Only the shop managing the account and sending referrals pays for a plan.
How do partners join?
You invite them by email from inside RefSource. They accept, create a free account, and you're connected — no setup fee, no plan required on their end.
Trust
Your referral relationships are yours.
RefSource is built in close partnership with real referral-driven service businesses. We don't run third-party analytics, we don't sell your data, and we don't track you across other apps.
- No tracking across other apps or websites
- No selling or sharing your data with third parties
- No third-party analytics or tracking SDKs
- No collection of device location
- Encrypted in transit and at rest · per-tenant isolation · payments by Stripe — we never see your card · export your data on request
Stop losing referrals in a text thread.
Send a complete referral — photos, files, transcribed voice notes — into one shared record both shops track from first call to paid commission.