Fieldiz customer referral program
Give $50 in Fieldiz credit. Get $50 when they qualify.
Share Fieldiz with another independent service business. After the referred company starts a paid subscription and completes the qualification period, both companies receive Fieldiz account credit.
No card required · Free plan available · Built for U.S. service businesses
A simple credit for both companies.
A practical give-and-get program
Recommend Fieldiz without becoming an affiliate.
Every active Fieldiz company, including a company on Free, can share a unique link. Rewards are account credit rather than cash or a public commission.
Share your link
Open Refer & earn, copy the company link, and send it directly to another service business.
They create a new company
The referred business must be new, independent, and use the link or code before its first paid invoice.
Qualification protects both sides
A successful first payment and good-standing period complete the reward qualification.
Credit applies automatically
The reward becomes Fieldiz account credit and applies to an eligible future subscription invoice.
Built around the people doing the work
Make the next action clear for every role.
Keep lead sources, payments, communications, analytics, forms, and custom systems connected to the customers and jobs they support.
- Less duplicate entry between the office and field
- Clear ownership, status, and next action
- Useful history when a customer calls back
Start with the useful workflow
Connect the Fieldiz customer referral program without adding more clutter.
Bring unique referral links, attribution, eligibility, first paid subscription invoices, qualification, good standing, account credit, reward status, program terms, and abuse prevention into one company-scoped workflow. Start with the part…
- Available to active companies on Free or paid plans
- Referral code must be applied before the first paid subscription invoice
- Non-transferable Fieldiz account credit, not cash or a withdrawable balance
Built for a clearer decision
Fieldiz referral program that keeps work moving
Fieldiz turns the Fieldiz customer referral program into clear actions for active Fieldiz companies recommending the product to another independent home-service business, without adding another dense…
See the Fieldiz customer referral program at a glance
See what changed, what needs attention, and who owns the next action in one focused view.
- The important status is visible
- The next owner is clear
Move work forward with fewer handoffs
Keep the customer, job, timing, conversation, and value connected as work moves forward. Your team spends less time copying details or rebuilding context from calls and group chats.
- Less duplicate entry
- One connected work history
Give each role the right view
Owners keep the wider picture while office and field users see the work that matters to them. Clear assignments and permissions make responsibility easier to understand.
- Focused views for every role
- Useful context travels with the work
Improve from real outcomes
Use the same records that run the day to understand results. Move from a summary to the work behind it and make decisions that support a simple, transparent…
- Trace every number to the work
- Act on results, not assumptions
A simple path forward
Put the Fieldiz customer referral program to work
Start with the workflow your team needs now, prove it in the real workday, and expand only when the next step is useful.
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1
Start with your workflow
Choose the industry, services, team, and defaults that match the way the company already works.
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2
Bring the work in
Connect the useful intake and tools for the Fieldiz customer referral program, then confirm that ownership and notifications are clear.
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3
Run the day together
Keep customers, schedules, jobs, communication, documents, and costs connected from the office to the field.
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4
Review and improve
Use real activity and results to move the company toward a simple, transparent reward for a genuine business recommendation.
Good to know
Questions, answered clearly.
Do I need a paid Fieldiz plan to refer another company?
No. An active company on Free or a paid plan can share its referral link.
When does each company receive the $50 credit?
The referred company must start a paid subscription, complete a successful first payment, and remain in good standing through the qualification period shown in the terms.
Can the reward be withdrawn as cash?
No. The reward is non-transferable Fieldiz account credit that applies to an eligible future subscription invoice.
Can I refer another business I own?
No. Self-referrals, common-control companies, duplicate companies, and other abusive or misleading referrals are not eligible.
Can each team member see only the work they need?
Yes. Company roles combine action permissions with assigned, team, or all-record scopes, so technicians, dispatchers, managers, and bookkeepers can receive different access.
See Fieldiz in your own workday
Ready to make the next action easier to see?
Start a 14-day Pro trial and test the Fieldiz customer referral program with your own services and team. No credit card required.