Referrals

Word-of-mouth,
finally trackable.

A done-for-you referral program your happy customers actually use. Branded pages, personal links, automated follow-ups, and rewards that look after themselves. All inside Tradie Office Pro.

Book a 30-minute demo See how it runs
  • Most setups are live within 14 days
  • Australian team
  • No pitch deck
Referral program · on Bayside Plumbing
Sarah M.Customer
TomNot yet
PriyaNot yet
DeanNot yet
MickNot yet
    Watching the job board
    An Australian tradie sharing a phone with a happy homeowner on her driveway in golden-hour light

    How it runs

    The whole journey, wired up.

    Invite, nudge, share, land, book, qualify, reward. Every step happens on its own, every step lands on the customer record, and you decide the rules once. The office stops chasing, the advocate stops forgetting, the friend stops slipping through.

    01 / Recruit

    Every happy customer gets their own link.

    A personal share link per advocate, so every referral is attributed automatically. No more "did Sarah send them, or did they find us on Google?". Invite past customers in one upload. The platform takes it from there.

    • Personal share link per advocate. Every share, click and booking tracked
    • Recruit your past customer list in one upload
    • Automated invites and nudges so no one falls through the cracks
    See the advocate flow
    Sarah's link · 4 shares · 2 booked01 / 06
    Phone mockup of the advocate's Share your link screen, beside alerts for a referral link sent and a new referral signed up
    02 / Brand

    Pages that look like your business, not a widget.

    Branded landing, claim and advocate dashboard pages. All stitched together to look like a natural extension of your site. Your logo, your colours, your photos, your words.

    • Fully branded pages. Logo, colours, fonts, photos and testimonials
    • Rich previews when an advocate shares the link on socials or iMessage
    • Mobile-first by default. Built for the share that happens from a phone
    See a live referral page
    Branded end to end02 / 06
    Tablet mockup of a branded referral landing page headed Refer a mate, earn a reward, over the business's own team photo
    03 / Send

    Follow-ups that happen for you.

    The whole journey is wired up. Invite, nudge, share, land, book, qualify, reward. The office stops chasing. The advocate stops forgetting. The friend stops slipping through.

    • Automated SMS and email across the full referral journey
    • Sent from a real team member's address, not a system inbox
    • AU-written copy. Sounds like a tradie, not a SaaS bot
    • Edit any message, switch any trigger off. Your call
    See what you set
    Auto follow-up · cancels on reply03 / 06
    Phone mockup of an SMS referral thread with the friend replying, beside Auto follow-up sent and Nudges cancel on reply callouts
    04 / Reward

    Reward your customers, on autopilot.

    Set up the reward once and the platform handles the rest. Reward the advocate, the friend, or both. Your call, your wording. Add milestone bonuses for the customers who keep sending more your way.

    • Reward the advocate, the friend, or both. Whatever works for your business
    • Write the reward in your own words. Cash, voucher, discount, store credit, custom prize
    • Milestone bonuses for repeat referrers. Top of mind, top of your list
    • Every reward logged against the qualifying referral. Full audit trail
    See reward setup
    Reward queued · auto04 / 06
    Laptop mockup of the Referral rewards screen with a reward marked sent, beside New advocate and Reward fulfilled callouts
    05 / Qualify

    You decide when a referral counts.

    Auto-qualify the moment the friend submits the form, or hold every new referral for a one-click approve from the office. No gaming, no surprise payouts, no awkward conversations.

    • Auto-qualify on form submission. Fastest path to reward
    • Or manual approval. The office reviews and ticks each one off
    • Block self-referrals automatically. Dedupe by phone and email
    • Daily cap per advocate to stop blast-spamming for points
    See qualification rules
    Fraud guard · blocked05 / 06
    Laptop mockup of the Referral approvals list, advocate to friend pairs marked Qualified, beside Form submitted and Fraud guard blocked callouts
    06 / Connect

    Sits inside your Tradie Office Pro.

    Every advocate, every referral, every reward. Already in your customer database. The same record the office sees on the inbound call. The same record the team sees when the job lands. No extra tab, no extra login, no double entry.

    • Advocates and their referred friends become customer records automatically
    • Full attribution travels with the customer through the whole journey
    • Trigger any Tradie Office Pro automation off a new referral. Review request, welcome email, you name it
    See the platform
    New customer record · auto06 / 06
    Laptop mockup of a customer record tagged Advocate and Referred by Tom, with a dated activity timeline

    Set it once

    Your rules. Then leave it alone.

    Who gets rewarded, what the reward is, when a referral counts, who it sends from. Ten decisions, made once, in your words. The platform runs the program inside them.

    Who gets the reward
    Advocate, friend, or both.Your call. Whatever works for your business.
    The reward
    Cash, gift card, store credit, a discount on the next job, a custom prize.Set the value once, set the wording once, then leave it.
    Milestone bonuses
    On, for repeat referrers.For the customers who keep sending more your way.
    When a referral counts
    Auto-qualify on submission, or a one-click approve from the office.Either way, every payout is logged against the qualifying referral.
    Self-referrals
    Blocked automatically.Phone and email dedupe stops the same contact being submitted twice.
    Daily cap
    Per advocate.Stops anyone blast-spamming for points.
    Opt-out
    On every message.Someone says stop, the sending stops.
    Sender
    From a team member's address, not a system inbox.So it reads like a personal note, not a marketing blast.
    The messages
    Every message editable, every trigger yours to switch.Write it in your voice, pick SMS or email per step. Edit once, leave it alone.
    Audit trail
    Logged against the qualifying referral.Every referral is reviewable in the log before a reward is fulfilled.

    Part of the platform

    One of thirteen modules, wired into your real stack.

    Referrals sits inside Tradie Office Pro, between your job management system and your customers. A job marked complete fires the review request on the spot, and the referral invite a week later. Native integrations with ServiceM8, Simpro, AroFlo, Fergus, WorkflowMax, Ascora, Xero and Pylon. No Zapier.

    See all integrations
    • ServiceM8ServiceM8
    • SimproSimpro
    • AroFloAroFlo
    • FergusFergus
    • WorkflowMaxWorkflowMax
    • AscoraAscora
    • XeroXero
    • PylonPylon

    FAQ

    Questions tradies actually ask.

    The short answers. If you want the long ones, book a 30-minute demo and we'll walk you through your program live.

    Won't this annoy my customers?

    No. You decide what sends, when and how. Every SMS includes an opt-out. There's a daily cap per advocate, plus automatic self-referral and duplicate-contact blocking. Lifecycle emails come from a real team member's address, not a system inbox, so it reads like a personal note, not a marketing blast.

    What kind of reward should I offer?

    Whatever fits your business. Cash, gift card, store credit, a discount on the next job, a custom prize. Set the value once, set the wording once, then leave it. You can reward the advocate, the friend, or both. A simple "give X, get X" is a good place to start, and you can tweak it from there.

    When does a referral actually count?

    Your call. Auto-qualify the moment the friend submits the form, or hold every new referral for a one-click approve from the office. Either way, every payout is logged against the qualifying referral with a full audit trail.

    Can I edit the messages it sends?

    Yes. Every message is editable. Write it in your voice, switch any trigger on or off, pick SMS or email per step. Edit once, leave it alone.

    Will it look like a generic marketing tool?

    No. The advocate landing, friend welcome, claim page and advocate dashboard are all fully branded. Your logo, your colours, your photos, your testimonials. When an advocate shares the link, it renders with a rich preview on socials and iMessage.

    What stops someone trying to game it?

    Self-referrals are blocked automatically. Phone and email dedupe stops the same contact being submitted twice. There's a daily cap per advocate, and every referral is reviewable in the audit log before a reward is fulfilled.

    Built for Australian tradies.

    Join Australian trade businesses who've stopped working weekends. 30-minute walkthrough. No pitch deck. We'll show you the platform wired into your real stack.

    Book a demo Contact us