The Ace Suite
Pick an Ace and follow it step by step. All five are included in one plan.
Referral Ace, step by step
How a happy customer sends you a friend, and earns a reward when the job is paid.
The referral ask goes out.
Three days after the review request, or when the invoice is paid, whichever is later.
The customer refers a friend.
One tap. They can also share the link or ask for service themselves.

The friend gets a welcome text.
It names who referred them and links to your estimate form.
The friend books a job.
The customer hears when the friend books, and again when the reward is on its way.
Referral leadBookedNora Pike
- Job
- Roof repair
- Referred by
- Dale Turner
- Friend offer
- $250 off
The reward follows the job size.
These are the Standard amounts. Choose Generous, Starter or your own.
Rewards, Standard preset- Under $350
- Nothing
- $350 to under $2,000
- $25
- $2,000 to under $6,000
- $75
- $6,000 to under $10,000
- $200
- $10,000 and above
- $300
The reward goes out.
Under $100 it is approved automatically. Anything larger waits for your approval.
Customer rewardExampleDale Turner
Referred Nora Pike. Roof repair, $4,800 paid.
$75
Approved and sent