01 / Recruit
Every happy customer gets their own link.
A personal share link per advocate, so every referral is attributed automatically. No more "did Sarah send them, or did they find us on Google?". Invite past customers in one upload. The platform takes it from there.
- Personal share link per advocate. Every share, click and booking tracked
- Recruit your past customer list in one upload
- Automated invites and nudges so no one falls through the cracks
See the advocate flow →
Sarah's share link4 shares · 2 booked
Recruit SMS sent"Mate, got a sec?…"
02 / Brand
Pages that look like your business, not a widget.
Branded landing, claim and advocate dashboard pages. All stitched together to look like a natural extension of your site. Your logo, your colours, your photos, your words.
- Fully branded pages. Logo, colours, fonts, photos and testimonials
- Rich previews when an advocate shares the link on socials or iMessage
- Mobile-first by default. Most shares happen from a phone
See a live referral page →
Branded end-to-endLogo · colour · photos
Rich social previewHero image · headline · logo
03 / Send
Follow-ups that happen for you.
The whole journey is wired up. Invite, nudge, share, land, book, qualify, reward. The office stops chasing. The advocate stops forgetting. The friend stops slipping through.
- Automated SMS + email across the full referral journey
- Sent from a real team member's address, not a system inbox
- AU-written copy. Sounds like a tradie, not a SaaS bot
- Edit any message, switch any trigger off. Your call
See the message map →
Auto follow-up sentSMS · from Sarah's referral
Nudges & remindersCancel automatically on reply
04 / Reward
Reward your customers, on autopilot.
Set up the reward once and the platform handles the rest. Reward the advocate, the friend, or both. Your call, your wording. Add milestone bonuses for the customers who keep sending more your way.
- Reward the advocate, the friend, or both. Whatever works for your business
- Write the reward in your own words. Cash, voucher, discount, store credit, custom prize
- Milestone bonuses for repeat referrers. Top of mind, top of your list
- Every reward logged against the qualifying referral. Full audit trail
See reward setup →
Reward queued · paidSarah · referral qualified
Milestone bonus unlockedTop referrer · this quarter
05 / Qualify
You decide when a referral counts.
Auto-qualify the moment the friend submits the form, or hold every new referral for a one-click approve from the office. No gaming, no surprise payouts, no awkward conversations.
- Auto-qualify on form submission. Fastest path to reward
- Or manual approval. The office reviews and ticks each one off
- Block self-referrals automatically. Dedupe by phone and email
- Daily cap per advocate to stop blast-spamming for points
See qualification rules →
Form submitted · qualifiedSarah → Tom · auto
Fraud guard · blockedSelf-referral · same number
06 / Connect
Sits inside your Tradie Office Pro.
Every advocate, every referral, every reward. Already in your customer database. The same record the office sees on the inbound call. The same record the team sees when the job lands. No extra tab, no extra login, no double entry.
- Advocates and their referred friends become customer records automatically
- Full attribution travels with the customer through the whole journey
- Trigger any Tradie Office Pro automation off a new referral. Review request, welcome email, you name it
See the platform →
New customer recordAdvocate + friend · auto
Automation triggered"Job complete" → invite advocate