Specialists you hand work to, and every job you've sent them.
Referred out
Waiting on a partner
Median time to accept
Partner directory
No partners yet. Add the beekeeper, the wildlife guy, the termite crew — whoever you hand work to.
Landline — can't confirm a code by text
Inactive
Referrals sent
Nothing handed out yet. Start a referral from a customer's card in Contacts or the Pipeline.No referrals with that status.
→
New referrals start from a customer's card in Contacts
or the Pipeline.
Business name
Person you deal with
Phone
Can this number receive texts?
Partners confirm a 6-digit text before the customer's phone number and address are shown to them.
A landline can't receive that code, so they'll be told to call you instead.
Email (optional)
Needed to send a referral by email. Without one you'll copy the link and text it yourself.
Specialties
Comma-separated. Used to narrow the partner list when you refer a job out.
Fee arrangement (optional)
A note to yourself. Nothing here is billed or tracked as money.