Referral software built for HVAC companies.
Turn completed installs, maintenance visits and happy homeowners into your next booked jobs, without buying another shared lead.
When to ask for the referral
Timing does most of the work. REFERX lets you send the ask at the moment goodwill is highest, to everyone at once.
- The week after a system replacement
- The house is comfortable again and the invoice is fresh. This is peak goodwill.
- After a spring or fall tune-up
- Low-stakes visit, happy customer, and their neighbors are thinking about their own systems.
- When a maintenance plan renews
- A customer who re-ups is telling you they trust you. Ask them who else needs you.
Your offer
“Refer a neighbor and earn $100 once they book and the job is done.”
Set it once in REFERX. Every campaign and referral page uses it automatically.
Illustrative example
If 42 referred customers convert at an average of $8,450:
- Revenue from referrals
- $354,900
- Rewards paid out
- $4,200
- Cost per acquired customer
- $100
An illustration, not a REFERX average. The figures are yours to change in the calculator.
What this fits
Your dashboard
Cedar Ridge Heating & Air
Last 90 days · sample data
Referral revenue
$354,900
Referrals generated
126
Closed referrals
42
Rewards paid
$4,200
Return on rewards
50x+
Pipeline
Referrals in flight right now
| Referral | Revenue | Status | |
|---|---|---|---|
| Jordan Ellis | Dana | $13,500 | Won |
| Naomi Frost | Priya | $3,400 | Won |
| Elliot Vance | Sofia | — | Quoted |
| Rafael Moreno | Sofia | — | Contacted |
Your customer's phone
Dana, your $100 referral reward from Cedar Ridge Heating & Air is here:
Claim your $100 reward
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Thanks for spreading the word! Keep sharing: referx.app/r/dana-8fk2
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