Help & support

Everything shops ask us, in one place. We're a small team and answer every email personally, usually within one business day.

New here? Watch the 60-second demo to see a plumber send a job to a restoration company and follow the referral through payment.

Getting started

My partner just texts me jobs. Why change?

RefSource is referral software for trade and restoration businesses. Keep customer details, photos, documents, the referral conversation, agreed fees, and shared job updates together, so you can follow the handoff through payment.

How do partners join?

A shop can invite a referrer by email. The referrer follows the invitation to join with a free partner account and send jobs to connected shops. A shop-to-shop invitation is a separate flow and does not automatically provide a free shop subscription.

How do I accept an invite?

Open the link in your invitation and follow the instructions for that invitation. Shop-member and referrer invitations can be accepted in a web browser; you do not need to copy a token to a phone. A shop claim link follows a separate setup flow. Already signed in to a different RefSource account? Sign out first and reopen the invitation. Do not share your invitation link or sign-in code.

I didn't receive my invite email.

Check your spam folder for an email from RefSource. If it's not there, reply to the email you received from your tenant administrator, or contact [email protected].

My OTP code expired.

OTP codes expire after a short window. Tap "Resend" in the app to receive a new code. If the resend cooldown is active, wait the indicated time then try again.

Referrals & partners

What does the other shop actually see?

Only what you send them: the customer, the job, the address, and the terms. That's it. Your private notes, your other partners, your full customer list, and what you charge on other jobs never cross over.

Is my customer list safe from my partners?

Yes. Referral data is isolated per tenant using row-level security in our database: your partners see only the referrals you send them, never your full customer list, your other partners, or your internal data. This is enforced technically, not just promised. Our terms spell out exactly how.

How do I remove or disconnect a partner?

On shop web, your connections are listed under Companies. To request help removing a connection, contact [email protected] and identify the connection. Do not assume an existing referral has been cancelled or deleted when a connection changes.

Do my referral partners have to pay?

An invited referrer can use a free partner account to send referrals to connected shops and follow the updates those shops share. That account does not receive jobs as a shop. Shop accounts have a paid subscription and can both send and receive referrals. A shop trial applies only under its stated terms.

Money & commissions

How does the money work?

RefSource never touches your money. You and the other shop settle up directly, however you already do it: check, transfer, whatever works between you. RefSource just keeps the record of what was referred and what's owed, so neither side has to reconstruct it later.

How is the commission calculated?

A referral can use a flat fee or a percentage of the recorded job value, according to the terms you and your partner agree on. RefSource calculates the amount from those terms. Both shops see the agreed terms and where the job stands.

Billing & plans

What happens after my trial ends?

For a self-serve shop trial, the subscription pauses at the end if no payment method is on file. If you add a payment method, your selected plan can renew as a paid subscription when the trial ends unless you cancel. Check Settings → Billing for your plan and trial dates.

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.

Your account & team

Can my office manager have their own login?

On shop web, an administrator can manage access under Settings → Members. Give each person their own login and select the role appropriate to their work. Available actions depend on that role. Invited referrers have separate partner accounts.

How do I change my notification preferences?

Shop administrators can review available preferences in shop web under Settings → Notifications. In partner web, notification switches under Account are not available yet: changes are not saved, and referral updates and weekly digests are not sent to partner accounts. Check your referrals in the app for updates.

How do I delete my account or data?

Email [email protected] with the subject "Delete my account" and we will remove your personal data within 30 days. Tenant administrators can also manage member access directly in the Admin Settings panel.

Something not working?

I think I found a bug.

Please email [email protected] with: (1) what you did, (2) what you expected, (3) what happened, (4) device and app version if applicable. Screenshots help.

Press, partnerships, or other

Email [email protected].