Jobber Referral Program Integration

Connect Jobber through Zapier to approve referrals when a referred client's job is closed and send new referrals into Jobber as Requests.

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About Our Jobber Referral Integration

Jobber

via Zapier

What it does

Customer Feed | Referral Routing

Jobber referral software

What You Can Do with Jobber

Jobber is the field service software home service businesses use to quote, schedule, invoice and get paid. Connect it to Referral Rock, the referral software that runs your program, through Zapier.

When a referred client's job is closed in Jobber, the referral is approved and the reward goes out. New referrals arrive in Jobber as Requests, so your team quotes them like any other lead.

Customer Feed (via Zapier): a closed Jobber job approves the matching referral across all your programs

Customer Feed (via Zapier): clients from closed jobs can be added as members, ready to refer their neighbors

Referral Routing (via Zapier): new referrals become Jobber Clients and Requests, tagged as referrals

Use the Invoice Updated trigger instead of Job Closed if you reward only after the client pays

Technicians and office staff can work as referral program recruiters, each with their own link and QR code

How the Jobber Integration Works

Connect Jobber and Referral Rock in Zapier

Add both apps to a Zap. Jobber supplies the trigger, such as Job Closed or Invoice Updated, and Referral Rock supplies the action.

Approve referrals when the job is closed

On the Job Closed trigger, look up the client's email with Find Client, then send it to Referral Rock's Feed Customer action. The matching referral is approved across all your programs.

Send new referrals into Jobber

A second Zap runs on Referral Rock's New Referral trigger, uses Find or Create Client, then creates a Request, so the referred client lands in your Requests list ready for a quote.

Rewards go out when the job is done

Once the referral is approved, your reward rules take over: a gift card, cash or account credit goes to the client who sent the referral, with no spreadsheet to keep.

See a referral flow built based on your business

Give us your website. Our team builds you a referral flow from it, styled to your brand.

Get my free referral flow

Yours to keep. No sales call.

How it works

1 We build a referral flow from your website, styled to your brand
2 We send you a link to preview it
3 See the experience you'd send your customers

Approve referrals from closed Jobber jobs

Jobber already knows when a job is closed. Feed that event to Referral Rock and the referral is approved without anyone checking a list.

Use the Job Closed trigger, or Invoice Updated filtered to paid invoices if you'd rather reward once the client has paid.
Referral Rock's Feed Customer action matches the client by email and approves their referral in every program it appears in.
Feed Customer can carry the invoice total as the purchase amount, so the job value is recorded with the referral.

Turn every closed job into a new referrer

Right after a good visit is when a client is most likely to tell a neighbor. The same Zap that approves referrals can add the client to your program.

Clients from closed jobs can come in as members automatically, based on your account settings.
They get an invite email with their own referral link, timed by your invite settings.
Members sign in to their portal with one click to share their link and follow their rewards.

Send referred clients into Jobber as Requests

Referred clients show up in Jobber's Requests, where your team already turns new work into quotes.

Referral Rock's New Referral trigger runs Find or Create Client, then Create Request, with the referred client's contact details.
Add Tags to Client marks them as referred, so the team can filter for referral work.
When that client's job is closed, the first Zap approves the referral, which closes the loop.

Give your crew their own referral links

Sales, support and field teams become referral program recruiters, with their own links and credit for every customer they bring in.

Each crew member gets a recruiter portal, a personal link and a QR code to hand to a client at the end of a visit.
Every signup is credited to the recruiter who brought them in, so you can see which crews drive referrals.
Roles for sales, support, field and finance teams keep each person to the parts of the program they run.

Jobber Referral Integration FAQs

Through Zapier. Jobber's Zapier app provides triggers like Job Closed and Invoice Updated and actions like Create Client and Create Request, and Referral Rock's Zapier app provides actions like Feed Customer and triggers like New Referral.

An advisor sets it up with you, on every plan and with no setup fee.

Yes. Connect Jobber's Job Closed trigger to Referral Rock's Feed Customer action. The referral is approved when the job closes, and your reward rules issue the reward. To reward only paid work, use Invoice Updated with a filter for paid invoices.

Referral Rock matches referrals by email address. The Find Client step pulls the client's email before the Feed Customer action runs. That makes it a multi-step Zap, which needs a Zapier plan that allows them.

Yes. A Zap on Referral Rock's New Referral trigger finds or creates the Client in Jobber and opens a Request, so your team can quote the work right away.

Yes. Technicians and office staff can be referral program recruiters. Each gets a portal, a personal link and a QR code, and every signup is credited to them.

Referral Rock is referral program software for businesses with teams. It's built for service businesses, B2B companies and ecommerce brands, where sales, support and field teams earn referrals by taking great care of customers. The Operator Plan is $250 a month, with a 14-day free trial.

Yes. Referral Rock is referral software built to run customer referral, brand ambassador, and affiliate marketing programs from one platform. The Jobber integration works the same way no matter which type you run.

Need help setting up?

Every Referral Rock plan includes onboarding help. Our team will help you configure the Jobber integration and make sure everything is working perfectly. View the setup guide