Help Center

What is Refer Pilot?

Refer Pilot is simple referral rewards software built for local service businesses like roofers, HVAC contractors, cleaners, and landscapers.

Who is Refer Pilot for?

Refer Pilot is designed for small local service businesses and contractors that rely on word-of-mouth referrals.

How the 7-day free trial works

Start a 7-day free trial. After the trial, Refer Pilot is $49 per month. Cancel anytime.

Signing up and creating your business

Create an account, enter your business name, and start your 7-day free trial.

Dashboard overview

Your dashboard shows active referrals, rewards owed, recent activity, and key metrics at a glance.

Adding customers

Add customers one at a time or import many at once from a CSV file.

Importing customers from a CSV file

Upload a spreadsheet of customers to create referral links for all of them at once.

Customer referral links and QR codes

Every customer gets a personal referral link and QR code to share with friends.

What the customer sees

The referral landing page is branded for your business and collects the friend's contact information.

Sharing referral links with customers

Send referral links and QR codes to customers by email, text, or printed materials.

Submitting a referral

Friends and neighbors fill out a short form on your branded referral landing page.

Marking a referral as won

When a referred lead becomes a paying job, mark the referral as won to create a reward.

Marking a referral as lost

If a referred lead does not become a job, mark it as lost to keep your pipeline clean.

Referral statuses explained

Referrals move through New, Won, and Lost statuses as you work the lead.

How rewards are created

Rewards are created automatically when you mark a referral as won.

Setting the default reward

Choose how much customers earn when they refer someone who becomes a paying job.

Marking a reward as paid

When you send the reward to the customer, mark it as paid in Refer Pilot.

Updating business settings

Change your business name, default reward, and other program settings.

How to cancel your subscription

Cancel anytime from your account settings. Your access continues through the end of your current billing period.

Resetting your password

Request a password reset link if you forget your password or cannot sign in.

Why is my dashboard empty?

Your dashboard shows data only after you add customers and referrals start coming in.

A customer did not get their referral link

Customers do not receive links automatically. You copy or download the link and QR code from their profile.

A referral is not showing up

Make sure the friend submitted the form on the referral landing page and used the correct link.

Contacting Refer Pilot support

Reach out by email for account help, billing questions, or anything the help center does not cover.