Every referral, tracked until it's paid.
ELEAD runs your customer referral program and your partner network in one place. Happy customers send their friends. Your techs send jobs to trades you trust. You see every lead, fee and reward until the money moves.
For home-service companies. Web dashboard, iPhone and Android.
Referral work order
#4F2A9C
From Sam R.
Arizona Comfort · HVAC
- Customer
- Pedro Alvarez, Phoenix 85016
- Needs
- Roofing. Shingles curling over the garage, wants a quote before monsoon.
- 2:14 PMSent to Desert RoofingUnder the agreement both companies signed
- 2:31 PMAccepted by Rita“Calling her this afternoon.”
- Mon 9:40Sold: full roof replacement$18,500 job · Sam gets a push
- Nov 18Done and paidCustomer paid · fee due Dec 3
Referral fee (5%)
$925
Sam’s bonus
$75
Built for every trade in the house
HVACRoofingSolarPlumbingElectricalPest controlPool & spaWindowsWater treatmentGarage doorsInsulationRemodelingTwo ways a referral comes in
From your customers, and from your techs to the trades you work with. Run one or both: they're sold separately and share one dashboard.
Customer referrals
A happy customer sends a friend
- 1
They join your program
Text your program link after a job. Customers sign up on their phone, accept your terms and get their own link and QR code. No app to install.
- 2
They refer a friend
A neighbor needs work. The customer sends their details with an OK to share, or the friend books through the link and gets your new-customer discount.
- 3
You do the job
It lands in your leads with the customer's name on it, or goes to one of your partners if it's a trade you don't do. The work gets done, and the customer follows every step.
- 4
They get rewarded
When the job's done and paid, the reward you set for that service is earned. Send it from ELEAD: they get an email with your logo and pick a gift card, prepaid Visa or cash.
Partner referrals (B2B)
Your tech sends a job to a trade you trust
- 1
Your tech hears it
Mid-tune-up, the homeowner mentions the roof. Your tech taps +, picks Roofing, and the app fills in the address. Photos optional, 30 seconds total.
- 2
ELEAD picks the partner
By service and ZIP, in the order you set, among partners with a signed agreement. If the first one declines or doesn't accept within 48 hours, the next one gets it.
- 3
The partner works it
It lands in their ELEAD inbox with a text and email alert. They accept, then update it as they go, until the job is done and the customer pays.
- 4
Everyone gets paid
The referral fee you agreed and your tech's bonus are worked out from the job, with a due date. Both companies see the same number, and pay each other directly.
Everyone sees their part
Owners and managers run it. Techs see their leads and their own bonuses, not the settings. Customers and partners see your company, not ours.
Owners & managers
Web dashboard
Plans and your logo, your team, partners and signed agreements, the customer program and reward payouts, and every lead, fee and bonus in one place.
Techs
iPhone and Android app
Send a lead in 30 seconds or text the customer a card, see offers to mention, follow each lead, and watch their bonuses land. No settings, billing or partner terms.
Partner companies
App or web, with the B2B Add-on
Warm jobs from trades they know, each under an agreement both companies signed. Accept, update and get paid, and send jobs back the other way.
Information for partners →Your customers
Their phone's browser, no app
Your rewards program with your name and logo on it: their own link, a form to refer friends, live status on each referral, and their reward by email.
Where most referral programs stop
The gaps that make referral programs fizzle out after the first month.
The usual
With ELEAD
Customer referrals live in a punch card or a spreadsheet.
Customers join a rewards program with your name on it and follow every referral.
“We'll send you something” and a gift card that never goes out.
Rewards are earned when the job is paid and sent from ELEAD in one click.
Referral fees agreed over a handshake.
Every partnership runs under a signed agreement, with the fee locked on each lead.
A declined lead just sits there.
Declines and silence roll to your next partner automatically.
Fees and bonuses live in a spreadsheet.
Fees by job type, tech bonuses and customer rewards work themselves out when the customer pays.
The office finds out last.
Live timeline on every lead, push alerts, and reminders when a lead goes quiet.
Two plans. Buy one or both.
The Customer Referral Program is priced by how many customers you enroll. The B2B Add-on is for referring jobs between trades, and both partners have it.
Base plan
Customer Referral Program
Your customers refer friends and family, and get rewarded when the job is done and paid. Priced by how many customers are enrolled.
- Customer accounts and referral links
- Rewards set per service
- Live status for customers, from referral to reward
- Your program terms, accepted in the app
- Send rewards as gift cards, prepaid Visa or cash
Add-on
B2B Add-on
Refer jobs to other trades, and get paid when they close. Buy it on its own or with the customer program.
Contact us
Pricing is being finalized.
- Signed referral agreements with each partner
- At most 2 active partners per trade, so fees stay fair
- Job photos and notes on every referral
- Routing by service and ZIP, with fallback
- Tech bonuses and leaderboards
- Webhooks for Zapier, Make, or your CRM
Both companies in a partnership need the B2B add-on.
Request accessEvery plan includes unlimited team members and your logo on customer and partner pages and emails.