How does the Referral Program Work for a Customer?

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