HVAC Referral Program Software
Built for HVAC, refrigeration, and mechanical contractors. Trigger referral asks after installs, service calls, and maintenance visits — automatically.
An HVAC referral program pays homeowners and technicians for sending you install and service work. Clicki automates it: every customer and tech gets a personalized referral link and QR code, the ask fires by SMS and email when your CRM marks the job complete, the referred install is attributed back to the promoter, and the reward pays instantly via Venmo, PayPal, ACH, or Visa with 1099s handled. Plans start at $549/month.
Why HVAC referrals are worth automating
A replacement system is one of the largest discretionary purchases a homeowner makes, and they talk about it — to neighbors on the same street, with the same aging equipment, in the same build year. The referral window opens the day the new system runs and closes fast. Automating the ask means every install and every tune-up produces the request while the homeowner is still impressed.
Two programs, one system: homeowners and technicians
Your techs are in more homes than your sales team will ever be. Clicki runs a customer campaign and a technician campaign side by side, each with its own reward rules — larger rewards for referred installs, smaller ones for tune-ups and service calls — and both reporting into the same attribution ledger and payout system.
Feeding the maintenance-plan flywheel
Referred customers are already pre-sold on your company, which makes them good maintenance-plan candidates. Asking after every service visit — not just after installs — keeps the program producing through shoulder season instead of only after summer breakdowns.
Who it's for
Residential HVAC contractors
Install, replacement, service, and maintenance-plan operations.
Commercial and refrigeration teams
Mechanical and refrigeration contractors rewarding partner and property-manager referrals.
Multi-branch HVAC brands
Separate campaigns and reporting by branch with one payout and compliance layer.
How the hvac referral workflow runs
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1. Connect your HVAC CRM
ServiceTitan, Housecall Pro, and other field platforms pass job and completion events into Clicki.
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2. Issue links and QR badges
Homeowners get a personal referral link; techs get a QR badge for the truck, the invoice, and the doorstep.
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3. Ask after the job
SMS and email referral asks fire on install completion, tune-up completion, or your own schedule.
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4. Attribute the referred job
The referred neighbor books through your branded page and is tied back to the homeowner or tech who sent them.
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5. Pay instantly
Reward rules release payment via Venmo, PayPal, ACH, or Visa, with automatic 1099 handling.
Key features
Install vs. service reward rules
Pay more for a referred system replacement than for a referred tune-up, in the same program.
Technician QR badges and leaderboards
Every tech has a personal link, a printable QR code, and a visible leaderboard.
Seasonal campaigns
Pre-season tune-up and shoulder-season pushes go out on the calendar you set.
RewardsPass wallet passes
Apple Wallet and Google Wallet passes keep the homeowner’s link handy long after the install.
Fraud controls and approvals
Duplicate and self-referral checks plus approval gates before any reward releases.
Why HVAC operators pick Clicki
Big-ticket installs deserve big asks
After a new system install, homeowners are your best salespeople. Clicki turns that moment into an automatic, trackable referral ask.
Maintenance-plan flywheel
Referred customers arrive pre-sold, which makes them strong maintenance-plan candidates. We ask after every service visit, not just installs.
Techs earn on every job
Instant payouts, leaderboards, and QR badges reward the crew for growing the book.
Works with the tools you already use
Native integrations with the leading hvac CRMs.
500+ businesses trust Clicki with their referral programs.
From lawn care to medical spas, service businesses across industries rely on Clicki to automate their referral programs and grow their customer base.
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Hear from our customers
What implementation looks like
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Map your job events
We identify which CRM events — install complete, service complete, membership sold — should trigger an ask.
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Build the campaigns
Homeowner and technician campaigns, reward values, messaging, and branded referral pages.
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Go live
Most HVAC contractors launch in about a week; white-glove setup is included on Essentials and Bravo plans.
Pricing
Flat monthly pricing starting at $549/month with no per-referral fees — one referred system replacement typically covers it. See the pricing page for current tiers.
HVAC referral software: FAQ
Ready to grow your hvac business?
See pricing or book a 15-minute demo. White-glove setup included on Essentials and Bravo plans.