Word of mouth, house to house. Branded referral portals, unique shareable links, and automated email & SMS campaigns turn every happy homeowner into a repeatable source of high-intent job leads, tracked end to end.
Plugs into the CRMs home service companies already run on — Housecall Pro, Jobber, ServiceTitan — plus payments and automation via Zapier.
Jobber
HubSpot
QuickBooks
StripePilot program underway
The Platform
Portals, links, campaigns, and payouts — all powered by a built-in AI assistant that knows your numbers. Designed to feel effortless for you and your clients.
The client-facing view — your brand front and center, sharing one tap away.
How it works
Customer shares portal
Fresh off a roof repair or AC tune-up, your customer sends their branded portal link to the neighbor who asked “who did the work?” — one tap via text, WhatsApp or social.
New leads flow in
The referee submits their details, creating an instant live lead directly on your dashboard.
Deals close & revenue grows
The lead turns into a closed job, automatically triggering rewards for the referrer and pure revenue for your business.
No refreshing, no digging — every portal view and link click lands on your screen.
Michael Taylor
PortalViewed portal · 2h ago
Sofia Reyes
LeadReferred by David Hernandez · 3h ago
Christopher Wright
ClickClicked referral link · 5h ago
Maria Garcia
PortalViewed portal · 9h ago
James Wilson
ClosedClosed a referred job · 1d ago
Susan Clark
ClickClicked referral link · 1d ago
Henry Ramirez
LeadReferred by Jennifer Moore · 2d ago
Patricia Thomas
PortalViewed portal · 2d ago
One permanent link per contact. Every tap counted, forever.
Turn referrals into a friendly competition — your top advocates ranked live.
A referral platform that answers, not just tracks — ask about revenue, top referrers or payouts and get instant answers.
ROI Calculator
Move the sliders to your numbers and see what referral revenue you're leaving on the table — versus paying for the same jobs through Google Ads.
Assumptions: 10% of completed jobs produce a referral lead, referred leads close at 40% (vs 15% for paid leads), rewards cost 5% of the closed ticket, and Google Ads runs ~$100 per lead for home services.
Estimated monthly referred revenue
$8,000
from ~2 closed referrals / month
Reward cost
$400
you pay referrers
Same jobs via Google Ads
$1,067
estimated ad spend
Estimated monthly ad-spend savings
$667
≈ $8,000 / year
Pricing
Month-to-month retainers. Pick the tier that fits your business today — upgrade when your referrals outgrow it.
Start referring your happy customers.
The full referral engine for growing teams.
Every integration, every AI tool, no limits.
No long-term contract — cancel anytime
Every plan includes your own Twilio number, click-tracked short links, and STOP / opt-out handling.
Compliance, handled
SMS referral campaigns live and die on compliance. Referraly sets yours up correctly from day one — you never touch a carrier form.
A2P 10DLC registered
We register your brand and campaigns with US carriers as part of setup, so your referral texts deliver — not land in spam filters.
TCPA-compliant by design
Consent-first messaging, automatic STOP handling, and honored opt-outs across every SMS your program sends.
Comparison
Same referral engine the big platforms sell — without the enterprise price, annual contract, or weeks-long onboarding.
| Feature | Referraly | ReferPro | Clicki | GTR |
|---|---|---|---|---|
| Transparent public pricing | From $99/mo | Quote only | From $549/mo | Quote only |
| Month-to-month, cancel anytime | Yes | Not published | Yes | Annual contract required |
| Job-triggered automations | HCP, Jobber, ServiceTitan | Yes | ST, Housecall Pro | Other CRMs |
| Referral link + QR per customer | Yes | Yes | Yes | Yes |
| Automated reward payouts | Yes | Yes | Yes | Yes |
| Branded referrer portal | Yes | Not published | Yes | Branded app |
| AI assistant & lead finder | Yes | — | — | — |
| Self-serve setup | Under an hour | Demo + onboarding | About a week | 3 days – 2 weeks |
Based on publicly available information as of September 2026. Vendor capabilities and pricing change — verify details with each provider before deciding.
Case studies
What a referral lead costs next to a paid-ads lead, how much more of it closes, and what that adds up to — measured on our pilot companies.
Figures shown are representative examples from pilot engagements — full case studies publish as each pilot wraps.
Shade Craft · pilot partner
“A neighbor's recommendation beats any ad — and now every referral shows up tracked, with the reward sent automatically.”
Before → after
HVAC company · pilot partner
“Referred jobs book faster and argue less on price — the program paid for itself in the first month.”
Before → after
Plumbing company · pilot partner
“Referral leads used to get lost in text threads — now every one is tracked, followed up, and closed.”
Before → after
FAQ
The things contractors ask us on every demo call.
Under an hour, self-serve. Connect Housecall Pro, Jobber or ServiceTitan with your API key (or import your customers from a CSV), pick your referral reward, and Referraly provisions your own texting number and pre-fills proven campaign templates. The AI campaign generator can draft your whole flow if you want a starting point in minutes.
No. Every plan is month-to-month and you can cancel anytime from your dashboard — no phone call, no retention script. If you join as a founding member, your rate stays locked even as pricing evolves.
It stays yours. Bring it in via CSV import with a guided column-mapping wizard, or sync it automatically from your field-service software — leads, jobs and rewards flow into Referraly without double entry. And if you ever leave, you can export everything. We don't hold your data hostage.
You set the reward — a percentage of the closed job or a flat dollar amount. When a referred job closes, Referraly calculates the reward from the paid revenue and tracks each referrer's balance. You pay out by bank transfer, PayPal or cash, and every payout is logged with a reference note so your books stay clean.
Yes, when it's done right — and it's built in. We register your brand and campaigns with US carriers (A2P 10DLC) as part of setup, messages are consent-first and TCPA-aligned, and STOP replies are honored automatically across every campaign.
Be among the first roofing, HVAC, plumbing, remodeling, and solar companies to get access when Referraly launches.
Refer a contractor, get $100
Learn more