Fieldwork

Automate Your Growth: The Fieldwork and Clicki Referrals Integration

As a home service business owner using Fieldwork, you're an expert at managing your team, scheduling jobs, and delivering excellent service. Your happy customers are already your biggest fans, leading to valuable word-of-mouth referrals. But are you tracking them? Manually managing referrals with spreadsheets and gift cards is time-consuming and hard to scale. It's time to put your most powerful growth channel on autopilot.

By connecting Fieldwork to Clicki Referrals, you can transform your customer base into a predictable and measurable source of new business. This powerful integration creates a fully automated system that tracks, attributes, and rewards referrals without adding a single minute of operational work for you or your team.

How the Fieldwork + Clicki Integration Works

Connecting Fieldwork and Clicki creates a seamless workflow that turns real-world job completions into instant rewards for your promoters. This hands-off process ensures your customers, partners, and employees are rewarded accurately and on time, every time.

• Step 1: Connect Your Accounts: Securely link your Fieldwork account to Clicki with just a few clicks.

• Step 2: A Customer Shares Their Link: You launch a referral campaign in Clicki, and your customers get a unique link to share. A happy customer shares their link with a neighbor who needs pest control or lawn care.

• Step 3: A New Job is Created & Completed: The neighbor signs up and you create a new customer and schedule a job in Fieldwork. Once you complete the service and mark the job as 'Completed' or 'Invoice Paid', the integration goes to work.

• Step 4: A Reward is Automatically Triggered: The status change in Fieldwork instantly tells Clicki to execute the reward. No manual verification is needed.

• Step 5: Your Promoter Gets Paid Instantly: The original customer who made the referral automatically receives their reward (e.g., $50 via Venmo) and a notification. They can see their earnings and track their referrals in their own branded portal.

Key Benefits of Integrating Clicki with Fieldwork

• Automated Reward Fulfillment: Directly trigger cash or gift card payouts when a job is marked as completed or an invoice is paid in Fieldwork. No more manual checks or spreadsheets.

• Eliminate Manual Work: Clicki handles all referral tracking, attribution, and payment processing, freeing up your team to focus on delivering great service.

• Increase Referral Volume: Instant, hassle-free rewards motivate your customers to refer more often. When they see a direct link between their referral and a cash payout, they become true brand advocates.

• Complete ROI Visibility: Clicki's real-time dashboard shows you exactly which customers are driving the most business, your cost per acquisition, and the overall ROI of your referral program.

• Automated Tax Compliance: Stop worrying about 1099s. Clicki automatically collects necessary tax information and issues 1099-NEC forms to promoters who meet the annual earnings threshold.

• Built-in Fraud Protection: Use Clicki’s GeoBounty feature to ensure referrals are inside your actual service area, preventing out-of-market leads and wasted payouts.

Automating Your Pest Control or Lawn Care Referral Program

The a-ha moment for Fieldwork users is realizing you can create powerful, 'set-it-and-forget-it' automations. Clicki listens for events in your Fieldwork account and acts on the rules you define, making your referral program a hands-off growth engine.

Set Up Custom Reward Triggers

You have complete control over what triggers a reward. Go beyond simple referrals and create sophisticated campaigns. For example, you can set rules to automatically pay a reward only when:

• A new customer's first job is marked as 'Completed'.

• An invoice over a certain dollar amount (e.g., $250) is paid.

• A customer signs up for a specific recurring service plan.

Sync Data Seamlessly

The integration ensures data flows between systems. Referral source information can be synced back to your customer records in Fieldwork, giving you a 360-degree view of how your customers were acquired without ever leaving your field service management software.

Getting Started is Simple

Launching your automated referral program takes just a few minutes. Here’s how to get started:

1. Ensure you have an active Fieldwork account and a Clicki Referrals account.

2. Log in to Clicki and navigate to the 'Integrations' section to connect to Fieldwork.

3. Create your first referral campaign, setting the reward amount and the Fieldwork trigger event.

4. Invite your customer list to join your program and start sharing!