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Home · Features · Referrals
Feature · Referral tracker

Track every referral. Pay every payout. Never lose one again.

Set the lead source to Referral, name the customer who sent it, and enter the payout. The Home screen keeps a per-year ledger with Leads Referred, Total Owed, Paid, and Outstanding. Mark rows paid, timestamp it, export the CSV. Your best referrers get paid on time, every time.

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Included on every plan with Leads. Mobile app and web dashboard.
Workhand Home screen showing referrals ledger and year totals
What it does

Every referral, every payout, every year.

Set source to Referral

On the new lead form, pick Referral as the source. Name the customer who sent it. Enter the payout you owe. Done. That is the whole capture.

Per-year ledger

Home tab shows a year picker and four stat cards. Leads Referred. Total Owed. Paid. Outstanding. Change the year, the numbers update.

Mark as paid, one tap

Cut the check, tap the checkbox on the row. Workhand records the paid-on timestamp and moves the amount into Paid on the year total.

CSV export

Send the year to your bookkeeper. Native share sheet on mobile. Download button on the web dashboard. All fields, ready for spreadsheets.

Web dashboard mirror

Same ledger on dashboard.workhand.app. Office manager works on the laptop while the PM logs referrals from the truck. Both see the same year.

Flows through the pipeline

Referred leads still move through kanban. New, contacted, qualified, estimate sent, won. The referral tag rides along the whole way.

How it works

Log it, pay it, prove it.

1

Log the referral

Phone rings. New lead. On the lead form pick Referral, type the referring customer's name, enter the payout. Ten seconds.

2

Cut the payout

When the job is sold or built, open the Referrals screen. Tap the row for the customer you owe. Send the check. Tap paid.

3

Prove it at year end

January hits. Export the CSV. Bookkeeper has every payout, every date, every referring customer. No spreadsheet reconciliation.

Built for a real referral program

Your best referrers stop wondering if they got paid

The customer who sent you three deals last year knows if you paid them. When they wonder, they text you. When they wonder twice, they stop referring. Workhand kills the wondering. Every payout has a date, an amount, a reason, and a status. Print the CSV once a year and hand it to the referring customer. That is the retention loop.

  • Flat dollar, percent of job, gift card value, whatever your policy is
  • Year picker so 2025 doesn't muddy 2026 totals
  • Timestamp on every paid row, not just a checkbox
  • CSV export ready for 1099 prep and bookkeeper handoff
Workhand referrals ledger with year totals
Made for your trade

Anywhere word-of-mouth pays the bills.

🏊

Pool Builders

Neighbor sees the pool going in. Homeowner texts you the referral. Log it.

 🔨

Remodelers

Kitchen client refers her sister. Sister refers the neighbor. Ledger tracks the chain.

 🏠

Roofers

Storm brings ten neighbors from one job. Each referral tagged and paid.

 🌿

Landscapers

Recurring service means recurring referrals. Log at signup, pay quarterly.
Works even better with

Lead pipeline

Referred leads move through the same kanban. New, contacted, qualified, estimate sent, won. Referral tag rides along.

See lead pipeline →

Reviews

Happy customers refer. Even happier ones leave 5-star reviews. Workhand runs both loops from the same job record.

See reviews →

Estimates

The referred lead becomes an estimate becomes a signed job. Referral tag survives the whole path.

See estimates →
Frequently asked

Answers, no gate

What is a contractor referral tracker and how does Workhand handle it?
A referral tracker is a running ledger of the leads your existing customers send you and the payouts you owe those customers. Workhand builds it into the lead form. When you create a new lead you set the source to Referral, name the person who sent it, and enter the payout amount. The Referrals screen on Home shows the year, four totals (Leads Referred, Total Owed, Paid, Outstanding), and a row per referral you can check off when you cut the payout.
Is the referral tracker included on the free plan?
Yes. The referral tracker is part of the Leads feature, so any Workhand plan that includes Leads includes referral tracking. That covers Free, Pro at 34.99 per month, and Team at 89.99 per month. There is no per-lead fee, no per-referral fee, and no cap on how many referrals you can log in a year.
How does Workhand know how much I owe a customer for a referral?
You tell it. On the new lead form there is a Payout field. Whatever number you enter is what Workhand tracks as owed to the person named in the Referred by field. That could be a flat 250 dollars, a percent of the sold job, a gift card value, whatever your policy is. The app does not enforce a formula, it just holds the number and rolls it up on the Referrals screen.
How do I mark a referral payout as paid?
Open the Referrals screen on the Home tab. Find the row for the customer you just paid. Tap the checkbox on the right end of the row. Workhand flips the status to Paid, timestamps the moment, and moves the amount from Outstanding into Paid on the year totals. If you paid a customer for three referred leads at once, check all three rows and the ledger balances in one pass.
Does the referral tracker work offline?
Creating the lead with a referral source works offline the same way any lead creation works, since lead entry is part of the offline-first mobile flow. Marking rows paid needs the Referrals screen refreshed, which is a live query, so you want a signal for that step. The typical workflow is take the referral in the field, log it there, then reconcile payouts later at the truck or the office when you have signal.
Can I export the referral ledger for taxes or 1099s?
Yes. Every year you can export the referrals ledger to CSV. On mobile the export goes through the native share sheet so you can email it to your bookkeeper or save it to your files. On the web dashboard at dashboard.workhand.app the same year selector produces a CSV download. Columns include date, referred by, lead name, amount, paid status, and paid-on timestamp.
How is this different from tracking referrals in a spreadsheet?
The spreadsheet is disconnected from the leads. In Workhand the referral is the lead. When you close the deal, the customer relationship and the referral payout live in the same record, so there is no reconciliation between two systems. Your PM sees the referral flag on the lead, the office sees the payout owed, and the year totals update automatically as leads move through the pipeline.
Can my sales rep see who owes a payout, or only the owner?
Sales role users can create leads and set them as Referral, but they cannot see money widgets like the Yearly Ledger. The Referrals screen with the four stat cards is scoped to Owner and Admin roles, so payout totals stay in the hands of the person cutting the checks. Sales reps see the referral flag on the lead itself so they know context, they just do not see the running dollars owed.

Pay your best customers what you owe them.

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