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Customer Intake & CRM

Customer referral program

Exploring

Turn happy customers into a tracked referral channel.

Overview

Jobber includes referral tracking and rewards. Thorbis has no referral workflow.

What we're building

Your happiest customers are your best source of new work, but without a way to track who sent whom, referrals stay an informal thank-you instead of a real channel.

Thorbis is exploring a referral program with customer-specific links and codes that attribute new customers back to the person who sent them. Referrers can earn rewards or account credits, and reporting shows which customers are actually driving new business. Instead of guessing where leads come from, you would see your referral channel as clearly as any other. It is for owners who want to turn word-of-mouth into something they can measure and reward.

What you'll be able to do

  • Customer referral links and codes
  • Attribute new customers to referrers
  • Referral rewards and credits
  • Referral performance reporting
  • Turn word-of-mouth into a tracked channel
  • Reward customers who send you new work

Rollout plan

  1. 01

    Referral links

    In progress

    Give customers referral links and codes.

  2. 02

    Attribution

    In progress

    Attribute new customers back to their referrer.

  3. 03

    Rewards and reporting

    In progress

    Issue referral rewards or credits and report on referral performance.

Milestones

  • Not started:

    Link and code generation

    Create per-customer referral links and codes.

  • Not started:

    Attribution tracking

    Connect new customers to referrers.

  • Not started:

    Rewards

    Apply referral credits or rewards.

  • Not started:

    Reporting

    Measure referral performance.

More in Customer Intake & CRM

How to send useful feedback

Name the blocked role

Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.

Explain the workaround

Describe what your team does today and where the process fails under real work.

Define success

Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.

Built for operators

A shared operating layer behind every page

Whether a buyer starts on an industry, feature, migration, or tool page, Thorbis routes the conversation back to the same product system: jobs, money, customers, and team work in one place.

01

One workspace

CRM, dispatch, estimates, invoices, payments, and reporting stay connected.

02

Unlimited users

Bring owners, office staff, dispatchers, techs, and managers into the same system.

03

Guided switch

Migration planning, validation, and cutover support are built into the buying path.