The Referral Program

The Smart Service Referral Program allows QuickBooks ProAdvisors to collect a 10% referral fee (an average value of $500) when one of their customers purchases the QuickBooks scheduling and dispatching add-on Smart Service. To participate in the program, simply follow these steps:

  1. Tell your customers about Smart Service.  Field service companies (HVAC, plumbing, etc.) that schedule and dispatch jobs by hand (or with an app that doesn’t integrate with QuickBooks) make perfect Smart Service customers. You can use some of the resources below to show these clients how Smart Service can streamline their operations:

  2. Bring us your clients and get paid!  If your customers show interest in Smart Service, enter their information into the form on this page, followed by your own contact info. Once you do this, our team will reach out to your customer to guide them through the sales process. If your customer ultimately purchases Smart Service, you’ll receive a 10% referral fee based on the initial purchase price. It’s that simple!

Join the referral program today!

  • Step 1 of 2: Enter the info of the company you'd like to refer.

Frequently Asked Questions

What is Smart Service?

Smart Service is a direct add-on to QuickBooks that adds scheduling, dispatching, routing, payment processing, work order management, custom forms, equipment tracking, workforce tracking, service histories, and more for field service businesses. Smart Service allows these companies to go mobile, eliminate paper forms, and streamline their operations across the board.

Who should I refer?

Field service businesses that regularly sends workers into the make ideal Smart Service customers. Our core verticals include:

  • Appliance Repair
  • Chimney Sweep
  • Construction
  • Contractor
  • Document Destruction
  • Electrician
  • Elevator Service
  • Fire Protection
  • Garage Door
  • Handyman
  • Hood Cleaning
  • HVAC
  • Irrigation
  • Landscaping
  • Lawn Care
  • Locksmith
  • Mechanical Contractor
  • Pest Control
  • Plumbing
  • Pool and Spa
  • Property Management
  • Remodeling
  • Restoration
  • Security
  • Septic
  • Solar Panel
  • Tree Service
  • Window Cleaning
  • …and more!

How many companies can I refer?

As many as you want! Bear in mind that the companies you refer must actually purchase Smart Service for you to earn a commission. For best results, you should try to make sure you have a quality conversation with your client before you send them our way.

How soon do I get paid after one of my clients purchases Smart Service?

We will mail your referral check 45 days after we receive payment from your client. You can check on the status of a forthcoming check by emailing [email protected].

Where’s the fine print?

Right here!