Automated Rewards

Reward loyalty, drive new business

Offer customers a service credit or discount every time they refer a new client. Once their referral becomes a paid job, FieldServ AI automatically applies the reward to their next invoice. It’s simple, seamless, and built to scale.

Referral Campaigns

Get the word out fast

Easily launch referral campaigns via email, SMS, or your customer portal. Promote your referral program with branded messages and links your customers can share with friends and family.

Referral Tracking & Reporting

See what’s working and who’s sending business

Track every referral, who sent it, and what job it led to automatically. See which customers drive the most revenue and get full visibility into how referrals are growing your business.

Manual & Automated Input

Capture every referral, no matter how it comes in

If someone calls in and mentions a name, no problem—just log the referrer manually. If they use a referral link, FieldServ AI logs it automatically. Nothing slips through the cracks.

What is Referral Software?

Referral software helps service businesses grow by turning satisfied customers into trusted promoters. With FieldServ AI, you can launch and manage referral programs that reward your clients, generate high-quality leads, and boost revenue, without the overhead. When you use FieldServ AI to run your referral program, you can:

• Track every referral automatically or manually

• Reward customers with credits or discounts for successful referrals

• Run branded campaigns that encourage sharing

• Gain insight into referral performance and ROI

• Convert more leads with less marketing spend