Referral partners
Know who sends you work, and thank them on time.
Give each realtor, property manager or happy customer their own link. Every person they send becomes a lead with their name on it, and the reward is worked out when the first invoice is paid.
- Per partner, with their own referral form
- 1 link
- Partners check their own page any time
- No login
- A reward is earned when the invoice is paid
- Paid first
Watch it work
A referral, start to thank-you.
A realtor shares her link. The homeowner fills in the form, becomes a lead with her name on it, pays the first invoice, and her reward shows up.
01 · Partners
Everyone who sends you work, in one list.
Add the people and businesses that refer you. Each one gets a share link and a private page the moment you save.
- Realtors, property managers, other trades and past customers.
- A share link for each partner.
- Email both links to the partner from ALTITUDE.
- Archive a partner when the arrangement ends.
02 · The referral
No more "tell them I sent you."
The partner shares the link. The person they send fills in a short form, and a lead lands in ALTITUDE already credited to that partner.
- A simple form with your business name on it.
- The lead is created and credited automatically.
- It follows your normal lead steps from there.
03 · Rewards
You set the thank-you. ALTITUDE does the math.
Choose no reward, a set amount, or a percent of the first paid invoice. The reward is earned when the referred customer pays that first invoice, not before.
- No reward, a set amount, or a percent of the first paid invoice.
- Earned only when the first invoice is paid.
- Record each payment with the amount, method, date and a note.
- You pay partners yourself. ALTITUDE keeps the record.
04 · Their page
Partners stop texting you to ask.
Each partner has a private page, no login needed. It shows the people they sent, who became a customer, what they earned and what you paid.
- People sent and who became customers.
- Rewards earned and payments received.
- Send a new private link any time.
What you stop paying for.
Referral tracking usually lives in someone's head until a partner asks where their check is.
- A referral spreadsheetLeads credit themselves to the partner who sent them.
- A separate referral program toolRewards come from the invoices already in ALTITUDE.
- "Who told you about us?"The link answers it before the first call.
Everything Referral partners does.
On every plan, once an admin turns on Marketing.
Partners
- Partner list
- Share link for each
- Referral form
- Email the links
- Archive a partner
Tracking
- Leads credited to the partner
- Who became a customer
- Reward on first paid invoice
- Set amount or percent
Paying
- Record payments
- Amount, method, date and note
- Private partner page
- New private link
Referral partners, in plain English.
Still wondering? Ask the people who built it.
Does ALTITUDE pay my partners?
No. You pay them however you like, then record the payment in ALTITUDE so you and the partner both see it.
When is a reward earned?
When the person they referred pays their first invoice. A lead that never becomes a paying customer earns nothing.
Do partners need an account?
No. Each partner gets a private link to their own page. You can send a new one any time, which turns the old one off.
Can past customers be partners?
Yes. Anyone you'd like to thank for sending work can have a link.
Can different partners have different rewards?
Yes. The reward is set on each partner.
Your next customer is about to call.
Be the shop that answers. Free for 30 days, and we do the setup.