Field service software · Referral program
Give your dealers a free month. Get up to $1,250 for each one.
We pay you $250 after your dealer’s demo and $1,000 after their second monthly payment.
Give us the owner’s name and number, and our team does the calling.
Someone sent me this page
What you and your dealer get
A free month for the dealer
After the 14-day free trial, their first month is on us.
$250 for you after the demo
The dealer’s owner or manager has to be on the call.
$1,000 for you after their second payment
Your dealer can cancel within 30 days of their first payment and get a full refund, so we wait for the second.
- $250 Demo
- 14-day trial
- Free month
- First payment
- $1,000 Second payment
How it works
You tell us who to call
Fill out the form with the owner’s name and number. Any service company counts, not just HVAC dealers.
We call the owner
Someone on our team calls and books a 30-minute demo with Andrew, who looks after our customers.
We pay you
Each reward goes out within 14 days, and we email you when it does. You won’t have to chase us.
What WorkflowPros does for your dealers
Your dealer’s office books and dispatches jobs in WorkflowPros, and their techs get each job on their phones.
- We move their customers, equipment, memberships, job history, and price book over for free
- 14 days free once they’re set up, no credit card
Calls get booked when the office can’t answer
Our AI receptionist picks up when the office is busy or closed and books the job.
Good, better, best on every quote
Their tech shows three options on his phone, and the customer picks one.
Know which systems are getting old
From a photo of the data plate, the app reads the serial number and shows how old the unit is.
What it costs your dealer: $600 a month + $90 a month per tech. Office staff log in free.
Month to month, no fee to cancel
What to show your dealers
We own Superior Plumbing & Heating, a Canadian shop with 40 techs. It switched to WorkflowPros from ServiceTitan.
In the 30 days ending October 14, 2026, our AI receptionist booked 227 of Superior’s jobs. Customers paid $226K for them.
Read the whole Superior storyQuestions about the program
Someone sent me this page. How do I get the free month?
Ask them to put your name, company, and number in the form on this page, so they get credit. We’ll call you to set up a 30-minute demo. If you stay on after the 14-day trial, your first month is free.
Who can refer?
Anyone 18 or older: equipment reps, distributors, our customers and their staff, suppliers, business coaches, and marketing agencies. You don’t need to be a WorkflowPros customer.
When and how do I get paid?
Within 14 days of the demo, we email you a $250 digital Visa card. If the owner says no to a demo or we can’t reach them, we’ll let you know by email. If they become a customer, you get the $1,000 within 14 days of their second monthly payment, which comes about two and a half months after their free trial starts. We’ll ask how you want it: direct deposit or check.
Do I pay taxes on this?
Yes, rewards count as income. Once your rewards for the year reach the IRS reporting threshold, we’ll ask you for a W-9 and send you a 1099.
Will you spam my dealer?
No. Someone on our team calls or emails the owner, says you sent us, and sets up the demo. If they say no, we stop. We don’t send them text blasts.
Other questions? Email info@workflowpros.io.
Refer a dealer
Tell us who to call and who you are.
- A free month for the dealer
- $250 for you after the demo
- $1,000 for you after their second payment
Got it
Give a heads-up so they pick up.
We’ll call at to set up the demo.
We sent the next steps to .
Within 14 days of the demo, we email you a $250 digital Visa card. If someone referred this company before you, they get the reward.
Program terms
Last updated November 2026.
- Who can take part. Anyone 18 or older, except people who work for WorkflowPros.
- What counts as a referral. A real service company, sent through the form on this page. The company can’t be yours, a WorkflowPros customer, or already talking to us about WorkflowPros.
- The same company twice. If two people refer the same company, the reward goes to whoever sent the form first.
- Rewards. Each company you refer can earn you $250 and $1,000, once each. We pay the $250 within 14 days after its owner or manager has a 30-minute demo with us. You get it as a digital Visa card at the email on your form. We pay the $1,000 within 14 days after its second monthly payment to WorkflowPros, by direct deposit or check. If the company cancels and gets a refund before then, there’s no $1,000.
- The free month. The company you refer doesn’t pay for its first month after the free trial.
- Taxes. Once your rewards in a calendar year reach the IRS reporting threshold, we need a W-9 before we pay more, and we’ll send you a 1099. Taxes on rewards are yours to pay.
- Playing fair. Don’t refer made-up companies or yourself, and don’t pay anyone to sit through a demo. If a referral doesn’t look real, we can hold or cancel the reward.
- Posting about us. If you post about WorkflowPros online, add #ad so people know you get rewards for referrals.
- Changes. We can change or end this program at any time. Referrals sent before a change keep the terms they were sent under.