Door hangers, business cards, a link you text — however you hand it out, it carries your name. Referral Lead follows the lead you created all the way to the money, so your claim stays connected to the opportunity.
Your source claim is recorded automatically. Job milestones update through the company's connected CRM or confirmation process — so there are no spreadsheets, no screenshots of texts, and no writing addresses on the back of a card to prove it later.
A batch of assets is issued to you. To you it reads as your name; underneath it's a permanent ID that stays yours across every campaign you ever work.
Door hanger, business card, yard sign, texted link, social post. The method doesn't matter. The claim rides along either way.
That's the moment your claim locks. From then on nobody can reassign that batch out from under you — not even if you hand the leftovers back.
Scan, type the link, send a text, or call. Four different doors, one record, opened once.
Booked, sold, scheduled, completed, paid — as each milestone is confirmed, you can see exactly where your lead stands.
When the milestone is confirmed, your reward becomes eligible under the company's payout terms.
Nobody has to explain a tracking code to a homeowner. It's the rep's name, and that's the whole pitch.
A permanent ID, and a six-character token that was never used before and never will be again. That's what settles a dispute.
Most referral programs pay nothing until something closes, which means a slow week pays you nothing at all. Referral Lead is built for a two-stage structure instead.
An hourly rate for the actual work of knocking and distributing. You earn it whether or not anything converts, because showing up and covering a route is the job.
When a lead you created converts, a reward is calculated on that sale. The percentage is set per campaign, so a higher-value campaign can pay more than a routine one.
Your rules, tracked by us. Hourly rates, close percentages and company overhead are input fields set by the company you work for — not by Referral Lead. We calculate what those rules produce, record it, and show you where your lead stands while it happens.
Most tracking codes die on a timer — thirty days, ninety days, gone. Yours doesn't. An asset you distributed stays live for as long as you're still an active participant with that company. Closer to royalties than to a coupon.
You're credited. It doesn't matter how old the asset is — the record still points at you.
Held for a human decision, not quietly taken away. An admin gap shouldn't cost you a lead.
The lead still lands — the company keeps it. Your original claim stays on the record as history.
A homeowner might scan at the door, type the link that night, text the code the next morning and then call on Friday. That's four events and one claim — not four competing ones.
Point a camera at it. Resolves automatically, with nothing to type.
Six characters, no confusable letters. Readable off a doorstep without errors.
The code is the message. Nothing to fill in, and it attributes perfectly.
The hardest channel to track, and the one older homeowners actually use. An AI receiver answers, captures the code in conversation, and hands it over already attributed.
If no code comes through, the lead is still captured — it goes to the company's house account rather than being guessed at. A guess that pays the wrong person is worse than an honest blank.
If two entries might be the same house, the system refuses to merge them. It holds the record for a person to decide, with an owner's name and a due date attached.
Your original claim is never rewritten. A correction is a new line carrying a reason, an authorizing name and a timestamp. Reporting shows the original plus whatever was authorized.
The homeowner is acknowledged the moment they reach out, so a lead sitting in review for a day never means a customer left hanging.
| Property | Created | Stage | Reward |
|---|---|---|---|
| 1240 Marlowe Pkwy | Mar 3 | Customer paid | $450 |
| 88 Kestrel Pl | Mar 3 | Completed | $375 |
| 7 Alder Point Rd | Mar 4 | Sold, scheduled | $400 |
| 302 Wexford Ridge Ct | Mar 9 | Inspection booked | — |
We don't hold your pay, we don't process it, and we'll never ask for your bank details — because we aren't the one paying you. Your company pays. What we do is make sure that when they go to pay, there's nothing left to argue about.
A canvasser walks a neighbourhood with hangers offering a free roof check. A homeowner scans one, books an inspection, and the job sells three weeks later. The canvasser earned hourly for the route and a close reward on that sale — and neither required anyone to remember whose hanger it was.
Roofing is where the first campaign ran. It isn't what the product is.
And it isn't only canvassers. Employees, referral partners, affiliates and past customers who send their neighbour all run on the same record.
If you employ canvassers — or you're a canvassing company working for several clients — the control room is where batches get issued, territories get assigned, held leads get decided, and credit gets settled.
A lead credits the individual canvasser, rolls up to the canvassing company, and ties back to the end client the campaign was run for.
A canvasser is one identity with memberships in several control rooms — not three copies of the same person you have to reconcile at payroll.
Referral Lead is designed to connect with it — through a webhook, a read-only key, or a status link you mark yourself. Connections and milestone automation depend on your system and configuration.
A pipeline built for your trade can be provisioned as an add-on, so attribution runs end to end instead of stopping at the hand-off.
If you cancel, you get an export of every canvasser's status and their in-flight leads. It's your data. Nobody should feel trapped just to keep their own records.
Each company gets its own control room, walled off — its own data, its own campaigns, its own outcomes. No bleed between clients.
The control room is an internal tool, not a public page. Access comes with a license, and we walk you through it live rather than leaving it open on the internet.
Campaigns are never metered — charging per campaign would tax the exact behaviour that makes the product work. The tier is sized on how many canvassers you're actively running.
A small crew pays a small price and still gets unlimited campaigns. Add reps, move up a tier.
Batches, tokens, territories, response capture, the ledger, the review queue and adjustments.
Skip anything you already have covered. Each module is priced on its own.
Tier thresholds and pricing are being finalized. Talk to us and we'll size it to your crew.
That's the whole idea. Everything else in Referral Lead exists to make that sentence hold up months later, when there's money on the table and everyone remembers it differently.