Supercharge Your Growth with Housecall Pro and Clicki Referrals

You already trust Housecall Pro to manage your home service business, from estimates and invoices to payments and scheduling. With over 40,000 businesses relying on its powerful CRM features, you have a streamlined process for managing customers. But what about turning those happy customers into your most powerful sales team?

Manual referral programs are time-consuming and hard to track. The Housecall Pro + Clicki integration bridges this gap, creating a fully automated, set-it-and-forget-it referral engine. Stop leaving money on the table and start leveraging your best asset—your satisfied customers—to drive predictable, low-cost growth.

How Housecall Pro + Clicki Integration Works

Connecting your Housecall Pro account to Clicki creates a seamless workflow that puts your customer referrals on autopilot. There’s no manual data entry or guesswork involved—just a powerful, automated system driving new business.

Here’s the magic in action:

Step 1: Job Completion in Housecall Pro: Once you complete a job and mark the invoice as 'Paid' in Housecall Pro, it automatically triggers an action in Clicki.
Step 2: Automated Invitation: Clicki instantly sends a personalized text or email to your customer, inviting them to join your referral program and become a “Promoter.”
Step 3: Customer Becomes a Promoter: Your customer signs up in seconds and gets access to their own branded app to track referrals and earnings. They can immediately start sharing their unique referral link.
Step 4: Referral Conversion & Payout: When a new lead signs up through a Promoter's link and becomes a paying customer, Clicki detects the conversion and automatically sends an instant cash reward to your Promoter.

Key Benefits of Integrating Housecall Pro with Clicki

Fully Automate Your Growth Engine: Eliminate manual tracking and follow-ups. The integration handles everything from inviting customers to paying out rewards, saving you hours of administrative work.
Increase Conversions with Trusted Leads: Word-of-mouth referrals are the highest-converting leads you can get. This integration makes it easy to generate a steady stream of them.
Motivate with Real Cash Rewards: Forget points or discounts. Instant cash payouts are a powerful motivator that encourages your customers to actively promote your business.
Gain Real-Time ROI Insights: The Clicki dashboard gives you a clear view of your referral program's performance. Track every share, lead, conversion, and dollar spent to see your ROI in real-time.
Enhance Your Professional Brand: Provide your customers with a sleek, white-labeled app where they can track their referral success, reinforcing your brand's professionalism.
Maintain Perfect Sync: Customer data flows seamlessly from Housecall Pro to Clicki, ensuring your contact lists are always up-to-date for triggering new referral invitations.

Automating Your Referral Program from Start to Finish

The power of this integration lies in its sophisticated automation. You design the program once, and it runs 24/7 in the background, fueled by your daily operations in Housecall Pro.

Trigger-Based Invitations

The most popular trigger is an invoice being marked as 'Paid' in Housecall Pro, which captures customers at their moment of highest satisfaction. You can also configure other automated triggers based on customer tags, service types, or other milestones within your CRM.

Automated Reward Payouts

This is a game-changer. When a referral converts into a paying customer, Clicki automatically handles the cash payout to your promoter. No more writing checks, buying gift cards, or tracking payouts in a spreadsheet. It’s compliant, secure, and instant.

Effortless Performance Tracking

Because the systems are connected, you can confidently measure the financial impact of your referral program. Clicki tracks which promoters are driving the most business and calculates your overall return on investment, giving you the data you need to optimize your strategy.

Getting Started with Clicki and Housecall Pro

Putting your referral program on autopilot is surprisingly simple. In just a few minutes, you can connect your accounts and launch a professional, automated referral program that grows with your business.

The process is straightforward:

Connect Your Accounts: Securely authorize the connection between Clicki and your Housecall Pro account with a few clicks.
Customize Your Program: Set your cash reward amount and personalize the automated messages sent to your customers.
Activate Your Triggers: Tell Clicki when to send referral invitations, such as after a job is completed and paid in Housecall Pro.

That's it! You’re ready to transform your happy customers into a dedicated, revenue-generating marketing team.