Referral Lab X: Service CRM

Run your entire home service business from your pocket. Referral Lab is the all-in-one CRM built for window cleaning, pressure washing, lawn care, HVAC, plumbing, electrical, and every crew that works in the field.

STOP JUGGLING FIVE APPS
Your schedule, customers, estimates, invoices, phone line, and text messages — finally in one place. Everything your office sees, your techs see too, updated live.

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SCHEDULING & DISPATCH
• Drag-and-drop calendar with day, week, and team views
• Assign jobs to techs and notify them instantly with push notifications
• Clock in / clock out with timesheets your bookkeeper will love
• Route your day: one tap opens directions to the next job

ESTIMATES & INVOICES
• Build professional estimates on-site in under a minute
• Convert approved estimates to jobs and invoices in one tap
• Collect payment by card with a secure pay link — customers pay from their phone
• Two-way QuickBooks Online sync keeps your books clean

BUILT-IN BUSINESS PHONE
• Get a dedicated business number for calls and texting
• Make and receive calls in the app — your personal number stays private
• Every call and text is logged on the customer's timeline automatically
• Missed-call text-back so you never lose a lead again

CUSTOMER MANAGEMENT
• Full customer history: jobs, photos, payments, notes, and conversations
• Multiple contacts per account — site contact, billing contact, property manager
• Job-site photo attachments, before & after
• Works offline in basements and dead zones — syncs when you're back

GROW ON AUTOPILOT
• Referral program with shareable links your happy customers actually use
• "Book Again" texts that refill your calendar with repeat work
• Review requests, feedback surveys, and campaign tracking
• Online booking page you can drop into your website

FOR THE WHOLE TEAM
• Role-based permissions: owners, office staff, and field techs each see what they need
• Team chat and job comments keep everyone on the same page
• Live team location while on the clock, so dispatch always knows who's closest

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WHO IT'S FOR
Window cleaners, pressure washers, lawn & snow crews, cleaners, HVAC, plumbers, electricians, handymen, pest control, and any local service company that books jobs and sends invoices.

PRICING
Referral Lab is a subscription service with a free trial. Plans scale from solo operators to multi-crew companies — only pay for what you use.

SUPPORT
Questions? We're fast. Reach us at support@referrallabx.ca or visit https://referrallabx.ca/help

Privacy policy: https://referrallabx.ca/privacy