By industry
Referral software built for field service businesses
Trade partners, client handoffs, and tap-to-call lists from the job site.
Referral software for field service businesses — HVAC, plumbing, electrical, pest control, garage doors, cleaning, and mobile repair crews. Keep subs and cross-referral partners in one list, text clients a professional link, and update partner contacts once instead of digging through texts on every job.
The problem
Sound familiar? These are the pain points people search for before they find a better way.
- Partner numbers buried in texts while you're on a roof or under a sink
- Clients ask who you trust — you can't find the right trade fast enough
- CRM and dispatch tools don't solve informal trade partner referrals
- Spreadsheets and contact-card photos look unprofessional to homeowners
- No way to mark preferred vs backup partners when your go-to is booked
What you get
Trade categories that match field work
Electrical, plumbing, HVAC, roofing, pest, garage doors, concrete — organized the way crews actually refer.
Tap-to-call client handoff link
Text one mobile link after every job. Homeowners call your trusted partners without an app download.
Private hub, public partner page
Save internal notes and backup subs privately. Publish only what clients and partners should see.
Service area per partner
Stop referring a great plumber who doesn't cover the job ZIP — note coverage before you share.
Works from the truck
Mobile-first pages you open between stops — no desktop-only CRM required.
Optional referral programs
Join partner referral offers in Discover and show perks on your public list when businesses redeem your code.
How it works
- 1
Add your trade partners
Import subs, specialists, and cross-referral crews into your private hub.
- 2
Organize by trade & area
Mark preferred vs backup partners and note who covers which towns.
- 3
Share one link
Hand homeowners, GCs, and property managers a tap-to-call referral page.
Built for
People also search for
Common questions and keywords — if you typed these into Google, you're in the right place.
- referral software for field service business
- best referral tool for home service company
- field service vendor recommendation software
- how to track subcontractor referrals
- referral app for HVAC company
- recommendation tool for service technicians
- field service word of mouth software
Frequently asked questions
- Is this a dispatch or CRM replacement?
- No. ReferLyst handles referral lists and trusted partner handoffs — not scheduling, invoicing, or fleet dispatch. It complements tools like ServiceTitan or Jobber for the referrals you already give verbally.
- Can my techs share the list from the field?
- Yes. Save your public partner link on every phone. Techs text it to homeowners after a repair or inspection.
- Do clients need an account?
- No. Public referral pages open in the browser with tap-to-call buttons.
- How is this different from saving contacts on my phone?
- Your list is categorized by trade, shareable as one professional link, and updatable in one place — not a screenshot of your contact app.
Related solutions
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