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ServiceTitan and Referral Factory: An Overview

Discover how ServiceTitan and Referral Factory combine to enhance your referral program.

Updated over 2 months ago

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 πŸ‘‡

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!

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!

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.

πŸ“Œ Having trouble with your ServiceTitan integration? Please consult our troubleshooting guide.

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