Run it from your phone, not your laptop.
Set one number in Settings and it runs in both directions — the moments that matter come straight to your phone, and whatever you need to put in goes back the same way.
One phone number
Setup
None
Login required
Never
Visible to customers
A text when something needs you
A new referral, something that's gone quiet, a reward that's ready to go — REFERX reaches you the moment it matters, not whenever you next happen to open the dashboard.
Handle it without logging in
A quick text back is all it takes to keep things moving. No app to open, nothing to remember a password for.
Add a customer from the job
Text over a name, number and address and REFERX reads back what it understood before saving anything. They land on your list already enrolled, so your referral and review asks go out on their own — no laptop, no form, nothing to remember later.
Nothing goes out without your OK
Before any reward money is sent, REFERX checks with you first — right from the same conversation.
Private to you, always
The number you text from is never shown to your customers — it's a separate line just for running the program.
REFERX
Text message · now
New referral! Jordan Ellis · (385) 555-0142 · jordan@email.com
What was the result? Reply Q for quoted, W for won job, or L for lost job.
W
Nice! What was the total job value? Reply with just the number.
8450
Reply and REFERX updates itself · example data
REFERX
Text message · now
New customer Maria Delgado 480-555-0119, 1420 W Guadalupe Rd
Add Maria Delgado · +14805550119 · 1420 W Guadalupe Rd? Reply Y to add, N to cancel.
Y
Added Maria. Already in your “Referral requests” campaign, so the ask goes out on its own.
Added, enrolled, and asked — without a laptop · example data
More of the product
Referral campaigns
One campaign reaches your whole list over SMS and email, personalized with each customer's own referral link.
Referral tracking
Every customer gets a unique link, so you always know who to credit. Referrals move through a pipeline you can actually work.
Review requests
The same automation that asks for referrals asks for reviews — sent at the right moment, with your review link built in.
Automatic rewards
REFERX calculates what's owed, tells your customer, and sends the payout — without anyone opening Venmo.
Reporting
Referrals generated, customers converted, revenue produced, rewards paid, and the return on that spend.