Integrations
Works with the software you already use.
Connect once, and every new customer gets your referral ask after the job. No double entry, no copying names around.
Jobber
When someone becomes a client in Jobber, they're added to REFERX automatically. Leads wait until they're real clients, so nobody gets asked before the work.
ServiceTitan
New ServiceTitan customers show up in REFERX within minutes. Connecting never imports your whole history, so past customers don't all get a text at once.
QuickBooks
New customers come over from QuickBooks Online. And when a referred customer pays their invoice in full, REFERX marks the referral Won and works out the reward for you.
Spreadsheet
Use something else, or nothing at all? Upload your customer list from any spreadsheet. We match the columns and skip duplicates.
Good questions
- Do I have to connect anything?
- No. Plenty of businesses just upload a spreadsheet, or add customers by text. Connecting just saves you the step.
- Who sets it up?
- We do it with you on the setup call. It takes a few minutes and you just sign in to your software to say yes.
- Will it text all my old customers at once?
- No. Connecting brings over new customers from then on. If you want to ask past customers too, we'll plan that with you.
- My software isn't listed. Can I still use REFERX?
- Yes. Export your customers to a spreadsheet and upload it. Tell us what you use, too. We add connections based on what customers ask for.
See it connected to your own customers.
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