How does the Referral Program Work for a Customer?

The Referral Program allows customers to submit and track referrals directly from their customer portal. Once the referral feature is enabled by the admin, customers can submit leads with ease, and those leads automatically appear in the SubcontractorHub platform. As referred leads progress to signed projects, referral rewards are automatically credited and visible in the customer’s portal, offering a transparent and user-friendly experience.

Step 1: As soon as a project is created, a customer portal link with credentials is automatically sent to the customer via Email.

Step 2: When the admin activates the referral permissions, the customer gets a referral section within their customer portal itself. If they want to send a referral, they can simply click the "Submit a Referral Now" button.

Step 3: Customers can add the details of the referral and click submit

Step 4: Each new referral will appear in the "Leads" section of SubcontractorHub.

Step 5: Click “Convert” to create a new proposal for the referral.

Step 6: After the proposal is created and ready to be converted into a project, click the "Closed Won Document Signed" tab to initiate the conversion process.

Step 7: Now that your proposal has been converted into a project, your rewards are automatically added to your referral account in the customer portal once your referral is converted into a project.

Step 8: Head to your customer portal and click on the “View Referred Users” button.

Step 9: You can view your referred users and your rewards on this page