ServiceTitan and Referral Factory: An Overview

Discover how ServiceTitan and Referral Factory combine to enhance your referral program. Sync contacts to generate their unique referral links. Plus, import new leads as bookings and qualify them seamlessly.

Are you looking for referral program software that works with ServiceTitan? 

Get your referral program up and running, and integrated with ServiceTitan, in just a few days.

If you already have a Referral Factory account, then keep reading to learn what you can do with your ServiceTitan integration 👇

What You Can Do With ServiceTitan and Referral Factory 

👉 Sync your ServiceTitan contacts to generate their referral links. Learn how. 

👉 Send your new referred leads straight into the ServiceTitan workflows you already use. Learn how. 

👉 Automatically qualify the referred contacts when their booking changes to a job or their job status updates. Learn how. 

Sync ServiceTitan Contacts with Referral Factory (and Generate Their Referral Links)

Sync all or some of your ServiceTitan contacts to generate unique referral links for each of them. That way you can easily ask your customers to refer their friends!

👉 Learn how

Send Referred Users from Referral Factory to ServiceTitan

Referral Factory can automatically create a new booking in ServiceTitan when someone signs up using their friend's referral link. That way, your team can pick up the referred lead without skipping a beat!

👉 Learn how

Automatically Qualify Successful Referrals Using Your Usual ServiceTitan Workflows and Pipelines

In addition to creating a new booking in ServiceTitan when you get a new referral, Referral Factory can track that referral and automatically qualify them when they convert in ServiceTitan using your regular workflows. Qualify your referrals when a booking becomes a job or when a job reaches any stage.  

👉 Learn how