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Getting Started

Set up your company, add your team, and get up and running fast.

Customers & Contacts

Manage customer profiles, properties, and notification preferences.

Scheduling & Dispatch

Book jobs, dispatch crews, optimize routes, and send 'on my way' texts.

Jobs

Create jobs, track statuses, and record payments in the field.

Estimates & Invoices

Build estimates, send branded invoices, and get paid online.

Payments

Take card payments, save cards on file, tips, and refunds.

Messaging

Two-way text, the Message Centre inbox, and reply faster.

Referrals & Rebooking

Turn one customer into your next three with the referral engine.

Outbound Campaigns

Run call, flyer, and door-knocking campaigns to win more work.

Phone & VoIP

Set up your business number, make calls, and handle voicemail.

Reports & Analytics

Track revenue, build custom reports, and measure performance.

Settings & Billing

Company settings, your plan, and integrations like QuickBooks.

Getting Started

Set up your company profileAdd your business name, logo, brand color, and contact details so everything you send looks professional.Add your team & set permissionsInvite technicians, office staff, and sales reps, then control exactly what each role can see and do.Invite customers to the portalGive customers a self-serve portal to view history, pay invoices, and book again.

Customers & Contacts

Create and manage contactsAdd customers, store multiple properties, and keep every job, message, and invoice in one place.Set job notification preferencesChoose who gets schedule, on-my-way, start, and finished texts for a customer — and set an org-wide default.

Scheduling & Dispatch

Using the schedule (Day / Week / Month / Map)Book and move jobs, read job-status colors, and switch between calendar and map views.Dispatch crews to a jobAssign multiple technicians to one job and keep the whole crew on a single route.Optimize a day's routeOrder the day's stops for the shortest drive and recenter the map on your jobs.On-my-way & schedule confirmation textsKeep customers informed automatically as jobs are scheduled, started, and finished.

Jobs

Create a jobTurn a request into a scheduled job with line items, assigned techs, and a service address.Understand job statusesScheduled, On My Way, In Progress, Finished, Paid — and what each one means on the schedule.Record a payment & add a tipTake payment in the field (card, cash, e-transfer, cheque) and capture tips correctly.

Estimates & Invoices

Build and send an estimateCreate a branded estimate, send it for approval, and convert it to a job in one click.Send an invoiceGenerate an invoice from a job and send a pay-online link by text or email.How customers pay onlineWhat customers see on the pay page, saved cards, and the thank-you / book-again screen.Add a website 'Request an Estimate' formEmbed a branded intake form on your website to capture leads as draft estimates.

Payments

Take card paymentsConnect Stripe and start charging cards from jobs and invoices.Save a card on fileSecurely store a customer's card for faster repeat payments — and remove it anytime.Issue a refundRefund a payment in full or in part, including reversing a tip.

Messaging

Using the Message CentreTwo-way texting with customers, all threads in one inbox, with sorting and unread filters.

Referrals & Rebooking

How the referral engine worksTurn happy customers into new business with referral links and one-time offers at checkout.Rebook past customersWin back repeat business automatically with rebooking prompts.Configure referral & OTO settingsSet discount amounts, caps, and the wording customers see.

Outbound Campaigns

Run an outbound campaignOrganize call, flyer, and door-knocking campaigns and track results.

Phone & VoIP

Set up your business phone numberGet a dedicated number for calls and texts that's separate from your personal phone.Make and receive callsPlace calls from a contact, handle inbound calls, and review call history.

Reports & Analytics

Reports & analytics overviewTrack revenue, jobs, and team performance — and build the reports you actually want.Read your dashboardThe main view into your business — key metrics and what each one means.

Settings & Billing

Manage your plan & billingView your plan, upgrade to unlock features, and update payment details.Connect QuickBooks OnlineSync invoices and accounting data with QuickBooks Online.

FAQ

Frequently asked questions

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support@referrallabx.ca