Why This Matters
Your referral program turns happy customers into your best salespeople. Understanding how it works helps you grow your business through word-of-mouth.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
The Referral Program allows customers to submit and track referrals directly from their customer portal.
Step 2
Once the referral feature is enabled by the admin, customers can submit leads with ease, and those leads automatically appear in the SubcontractorHub platform.
Step 3
As referred leads progress to signed projects, referral rewards are automatically credited and visible in the customer’s portal, offering a transparent and user-friendly experience.
Step 4
Step 1:As soon as a project is created, a customer portal link with credentials is automatically sent to the customer via Email.
Step 5
Step 2:When the admin activates the referral permissions, the customer gets a referral section within their customer portal itself.
Step 6
If they want to send a referral, they can simply click the "Submit a Referral Now" button.
Step 7
Step 3:Customers can add the details of the referral and click submitStep 4:Each new referral will appear in the "Leads" section of SubcontractorHub.
Step 8
Step 5:Click “Convert” to create a new proposal for the referral.
Step 9
Step 6:After the proposal is created and ready to be converted into a project, click the "Closed Won Document Signed" tab to initiate the conversion process.
Pro Tips
💡 Stay on top of things: Check your project dashboard at the start of each day to see what needs attention.
📋 Document everything: Add notes and photos as you go — future you will thank present you.
🔄 Automate when possible: Pair this feature with automations to save even more time.
Troubleshooting
Problem | Solution |
I don't see this option | Make sure you have Admin access. Some features require specific permissions. |
Changes aren't saving | Try refreshing your browser and make sure you clicked Save before navigating away. |
Something looks different from the screenshots | SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different. |
Last updated: 2026-05-15 · Source: How Does The Referral Program Work For A Customer