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The software you already use for your customers, or a customer list you can export as a spreadsheet, and a decision about what a referral is worth. That's it. REFERX handles sending the messages and paying the rewards.

A first name, plus either an email or a phone number. Everything else (last name, city, tags, last job value) is optional and helps later. REFERX guesses which column is which and lets you fix it before anything is saved.

Customers are matched on email and phone, so importing again updates them instead of creating duplicates. The summary shows how many were added, how many already existed, and which rows were skipped.

Your business. Every message carries your business name, and email replies go to the address on your company profile.

Yes. Tags come across when you import, and a campaign can go to a single tag instead of everyone.

Yes. After every job your customer gets a quick “how did we do?” text. Happy customers go straight to your Google review page, and anyone who wasn't happy tells you privately first, so you can make it right. Anyone who hasn't reviewed yet gets a friendly reminder about once a month until they do. You can add Facebook or Trustpilot and choose the order under Asks.

Yes, if you want to. Switch on the feedback gift card under Asks, and the after-job text becomes two quick questions with a small gift card ($5 by default) for answering. Everyone who answers gets it, whatever they rate you, and it goes out before they're asked for a review. It's a thank-you for feedback, never a payment for a review, and it never depends on leaving one.

Anyone who replies STOP, or who you mark as opted out, is removed from every future message automatically. They stay on your customer list for your records, but REFERX won't message them again.

The moment you mark a referral Won and enter the job amount. REFERX checks the job is big enough to qualify, works out the reward from your offer, and shows the math. If you've switched on the feedback gift card, one is also created each time a customer answers your feedback survey.

No. By default a reward goes out the moment the job is won, and you get a heads-up text. If you'd rather approve each one yourself, you can switch that on in Settings.

Your customer gets a text from your business with a link to claim it, and picks from hundreds of brands. You cover it from a prepaid rewards balance, or your card on file is charged each time a reward is sent. You can switch between the two any time in Settings.

No. Each referral can only ever produce one reward, and you're only charged for it once, even if its status changes twice.

Yes. Add the portal to your home screen so it opens like an app, and manage referrals by text: we check in on each one, and you reply with a single letter.

Your phone number, and your techs' phones once you add their mobile under Rewards > Staff bonuses. Techs can only mark a job done. Texts from any other number can't change anything.

Yes. After a job, text "Done" plus the customer's name and phone, like: Done John Smith 602-555-0142. Just the name works for someone already on your list. Then reply T to text them their referral link right away, or Q for a QR code to show them. Or do nothing and we'll text them the next morning.

We forward it to your phone. Reply right there and your answer goes straight back to them.

There are three plans, Solo, Team and Pro, and every one includes every feature. They differ by how many customers you can text each month and how many technicians get their own QR code. We go over pricing on a quick demo. Rewards are separate: you pay the reward you choose plus a 3% fee, and only when a job is won (or, if you turn on the feedback gift card, when a customer answers your survey).

Your plan is paid monthly from your business bank account. A card on file covers rewards and any extra texts you buy, so you're never stuck waiting on a bank transfer.

Six months, paid monthly, then month to month.

Each plan includes a number of customers you can text each month. You'll get a heads-up at 80%. If you run out, campaign texts pause until the 1st, and you can buy 1,000 more for $30 any time. Rewards and replies always go out.