Built for HVAC contractors

Referral software for HVAC contractors who are tired of the spreadsheet

Turn your service techs, supply-house contacts, plumbers, electricians, and maintenance customers into a commission-based referral team. Every lead lands in one pipeline. Commissions pay automatically when jobs close. You only pay when you win the work.

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Free to start
No credit card
Partners always free

Why HVAC contractors switch

The leads exist — you just don't have a system to capture them

Your techs already know who'd refer you

Every HVAC tech has a circle of plumbers, electricians, and realtors who ask 'do you know a good HVAC guy?' weekly. Without a system, those introductions either don't happen or you can't track who sent what — so you can't reward them.

Supply houses send leads if you treat them right

Counter-staff at supply houses field 'who installs furnaces?' calls all day. A small per-job referral fee turns them into your unpaid sales team. ReferralWise tracks who sent which lead and pays them automatically when the job closes.

Maintenance customers are gold — if you ask

Your existing maintenance plan customers are your best source of referrals to neighbors and friends. A simple invite link in their email signature turns the relationship into recurring leads.

Manual tracking on a spreadsheet always breaks

Once you have more than 2 partners sending leads, the spreadsheet stops getting updated. Commissions get missed, partners stop trusting you, leads dry up. ReferralWise replaces the spreadsheet with one shared pipeline that updates itself.

Everything in one place

One pipeline for every referral source

Live lead pipeline

Every referral lands in your dashboard with status: New → Contacted → Estimate Sent → Job Won. Partners see the same status (without seeing your pricing).

Automated commission payouts

Set a flat fee or % of job value. When you mark a job won and approved, ReferralWise pays the partner via Stripe automatically — no checks, no Venmo.

Partner mobile app

Partners install ReferralWise as a PWA on their phone, submit referrals from a job site in 15 seconds, and get push notifications when status updates.

Personal referral links

Each partner gets a unique referral link they can text, post, or share. Every lead from that link is automatically attributed to them.

Partner leaderboards

See who's sending the most. Reward your top partners with bonus tiers automatically. Spot which partners need a check-in.

1099 tracking

Year-to-date totals per partner so you know who's crossing the $600 threshold. Tax season stops being a scramble.

How it works

Up and running in 10 minutes

1

Sign up free

Create your account, set your commission structure (flat fee, % of job, whatever fits).

2

Invite partners

Send invite codes to your referral sources. They install the partner app and start submitting.

3

Leads start flowing

Partners submit referrals from their phone. You track them through your pipeline. Commissions pay out when jobs close.

Stop letting referrals slip through the cracks

Free plan includes 3 partners and 3 visible referrals — enough to test the workflow with your top referral sources.

Start Free →See Pricing