Send and track referrals

Your customers get their link two ways. You don’t choose between them — both run at once.

From your tech, at the pool

The Finish screen offers a one-tap referral invite at the end of a visit. The invite goes to the customer by email. If you have no email on file, the tech gets a share link instead and can hand it over through their phone’s own share sheet.

From the emails you already send

The referral link rides along on service-report and invoice emails. Every customer who gets a report after a visit is one tap from sharing it.

Either way the customer gets their own personal link. They forward it, text it, or hand it to a neighbor — no account and no password at either end.

Track what happened

Open Referrals from your Settings hub. The Referrals section names the referring customer, the neighbor they brought in, that neighbor’s email, the date, and a status. Most sit at awaiting first paid service for a week or two.

Read it weekly for one reason: when a customer sends you three neighbors, you want to know so you can thank them. PoolHelm won’t do that part.

If nothing is coming in

• Check the credit isn’t $0.00. That pauses the program. Nothing is lost while it’s paused — see “Adjust or pause your reward amount.”
• Check your techs are tapping the invite at Finish. It’s the highest-converting moment you have, and it’s the one that gets skipped.

See also: “Send a referral invite” in the Tech’s Field Guide.