If your business receives jobs from another company — such as a motor club, property manager, or lead provider — you can add that company to your External Companies list. This lets you track who referred you a job and even track how much you owe them as a referral or finder’s fee.
This feature is included with the Field Service Plus add-on.
How to add a new external company
- Go to Settings → External Companies
- Click + Add new profile
3. Fill in company details: On the company profile page, enter the following:
a. Company name
b. (Optional) Contact information (optional): Add the company’s phone number or email for reference
c. Referral rate: Set a referral rate for this company. You can set either a fixed ($) rate or a variable (%) rate on a referral base. e.g. 20% of Invoice total, 30% of Net margin, etc.
Referral bases available for variable referrals
At this time, you can create variable referral rates on the following referral bases
Once created, you’ll see the external company listed in your directory with:
You can come back anytime to update the referral rate or disable the company.
Good to know
- Referral companies can be selected when creating a job
- You can update referral rates at any time — changes will apply to future jobs only
- If multiple external companies are used, each can have its own referral structure
