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 90-second demo to see a referral go on the record, both sides.
Getting started
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.
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.
How do I accept an invite?
Open the invite email on your iPhone and tap the "Open RefSource" link. If you're on a desktop computer, the link will show a landing page with an option to open the app on your phone or copy the invite token.
I didn't receive my invite email.
Check your spam folder for an email from [email protected]. 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. 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.
How do I remove or disconnect a partner?
Open the partner in your Partners list and choose Disconnect. New referrals stop right away in both directions. Referrals you already sent or received stay on the record for both shops — disconnecting doesn't erase the history you've built.
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.
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?
It's the rate you two agreed on, applied to the invoice — your agreed percentage times the job total. You and your partner set that rate up front, and both shops see the same number on the same record, so there's nothing to argue about later.
Billing & plans
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.
Your account & team
Can my office manager have their own login?
Yes. Add people from your shop under Settings → Team and give each their own login instead of sharing one password. The account owner manages billing and partners; office staff can create and track referrals. Everyone works under the same shop, so the whole team sees the same records.
How do I change my notification preferences?
Inside the RefSource app: tap Settings → Notifications. You can toggle email and (when available) push notifications per category.
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].