RefSource

Referral tracking for shops

Free · Designed for iPad. Not verified for macOS.

Track every trade-shop referral from first lead to paid commission. No spreadsheets, no sticky notes. RefSource is the simple way for trade shops and their partners to track every referral from first lead to paid commission — without spreadsheets, sticky notes, or "I'll text you the address later." Built for plumbers, electricians, HVAC techs, roofers, restoration crews, and the partner network that feeds them work. RefSource keeps every referral organized in one shared queue, so shops can respond fast, partners can see what happened, and commissions get paid on time. WHAT YOU CAN DO For partners (the ones sending referrals): • Submit a new referral in three taps — pick the receiving shop, choose the service type, add a note or a photo. • Watch a single queue showing every referral you've sent, status at a glance, and the commission owed back to you. • Attach photos of jobsite damage or proof-of-completion to keep the receiving shop aligned. • Get notified the moment a referral is accepted, scheduled, or completed. For shops receiving referrals: • See every incoming referral in one queue, sorted by age and urgency. • Update status as you work — Accepted → Scheduled → In Progress → Completed → Paid. • Track KPIs across all your partners — response time, conversion rate, commission paid. • Manage your team's permissions with admin / manager / viewer roles. For admins: • Customize status mappings, service types, commission rules, notification preferences, and your shop's branding to match your business. • Invite teammates, set roles, and audit who did what. WHY REFSOURCE Referral relationships are how trade shops grow. Phone calls and texts lose the receipt. Spreadsheets fall behind. RefSource is the shared system of record both sides actually want to use — fast enough for the field, structured enough for the back office. SIGN-IN RefSource uses email-based magic-link sign-in — no passwords. Tap "Sign In," enter your email, and we send you a one-time link. The link expires in 15 minutes. PRIVACY Your referrals, customers, and commission data belong to your shop. We never sell or share your data with third parties. Read our full privacy policy at https://refsource.app/privacy. SUPPORT Reach us at https://refsource.app/support or in-app via the Concierge dock.

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What's new in 1.0.2: • Invited shops can now finish claiming their account on iPhone — fixes a sign-in error during onboarding. • Tenants can review and settle partner commissions from the new Pay tab. • Admins can invite partner shops directly from the app. • Stability and polish.

The developer, SyncTek LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content
    • Identifiers
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • SyncTek LLC
Size
  • 12 MB
Category
  • Business
Compatibility
Requires iOS 17.0 or later.
  • iPhone
    Requires iOS 17.0 or later.
  • iPad
    Requires iPadOS 17.0 or later.
  • Mac
    Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
  • 4+
  • Contains
    Messaging and Chat
    User-Generated Content
Copyright
  • © 2026 SyncTek LLC