Automate Referrals to Drive Down Acquisition Cost from

Home Service Companies

TradeEngage captures referrals from your field team, call center and customers, routes them to trusted partners with AI, and automatically pays rewards based on your referral program.

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Results for companies like yours

29.5x return on net cost

Mr. Handyman of Lexington, over two years

$3.5M from referrals

Property Medic Restoration & Handyman

26.4x return on net cost

Benjamin Franklin Plumbing of Myrtle Beach

JOIN OUR COMMUNITY MEMBERS

AUTOMATE WITH YOUR TECH STACK

SCALE YOUR HOME SERVICE BUSINESS WITH

TradeEngage

The only referral marketing platform built for everyone in the home services ecosystem, from the enterprise to the field. Maximize revenue and offset acquisition costs through automation and AI.

Pick your trade

Sends you workYou send work toHOMEOWNERHVACHomeInspectionSolarPest ControlHVACSolarSecurityYOU$Sends you workYou send work toHOMEOWNERHVACHomeInspectionSolarPestControlHVACSolarSecurityYOU$

How the work flows

HVACElectrical

HVAC sends you the job

HVAC installer requires a dedicated 240V circuit and panel upgrade for a heat pump; refers a master electrician.

  1. From the fieldTheir tech records a quick video or uses voice-to-text.
  2. Routed by TradeEngageAI reads what the tech captured and routes the referral to the right partner.
  3. Booked and paidYou book the job. TradeEngage pays everyone automatically.
How it works

Capture Referrals Across the Customer Journey

01

In the Call Center

CSRs

Ask every caller for a referral and warm-transfer the referrals you receive.

AI voice agents

Warm follow-ups with context on every referral, plus capture an outbound referral on every call they answer to better serve your customers.

02

Out in the Field

Technicians

Record a video or use voice-to-text, then tap submit to send the job to a referral partner.

Field coaching software

Flags referral opportunities in recorded conversations with customers.

03

Loyal Customers

For marketing teams
Referral links

Every customer gets a personal referral link after the job.

Co-branded campaigns

Co-brand with trusted partners to reach their customers, and offer your partner network to your own customers so you own the home.

Engage the most loyal community members

Your Referral Flywheel Is Your Best Marketing Channel.

Customer referrals

Turn Every Happy Customer Into an Affiliate Marketer.

Make it easy for your customers to refer friends and family, and reward them when they do.

  • After each job, customers get a text or email with your referral link.
  • Customers refer a friend or share the link on social.
  • You set the customer reward. They redeem it as a gift card or direct deposit, like Venmo or Cash App.
  • Rewards pay out when the referred customer completes a service, tracked in your CRM.
  • Co-brand your link with the referral partners you trust to tap into their customer base. New
Business referrals

Build Referral Partnerships. Drive Cross-sell.

  • Find complementary companies in a database of 1M+ home service companies, with owner names and contact info.
  • Invite a partner in one step by TradeEngage message, email or text.
  • Bring your existing referral partners onto the platform.
  • AI reads what the tech captured and routes the referral to the right partner.
  • AI voice agents ask every caller if they have a referral or need another service, and AI sends it to the right referral partner.
  • Techs, CSRs and sales reps on both sides submit referrals and earn referral commissions.
  • Increase value for loyal customers by promoting trusted partners to maintenance plan and VIP members. New
Enterprise Architecture

One View of Referral Revenue Across Every Brand and Location.

  • See referral revenue by company, brand and location.
  • Track which partners send and close the most work.
  • Compare technician and CSR participation across locations.
  • Use business intelligence and analytics to plan partnerships and your next acquisition.
Customized to your marketing spend

Rewards and Incentives That Will Get Your Community’s Attention.

01

Select the Partners You Trust

Build your network from a database of 1M+ home service companies, with owners and contact information. We’ve done the prospecting for you, so you spend less time at networking events and exporting lists. Part of a family of brands? Your affiliates are already in your network, ready to connect.

02

Set Your Rewards

Choose a fixed fee or a percentage of the sale. Rewards pay out automatically through the integration with your field service software.

03

Reward Your Team.

You set the reward for your team. Split referral earnings with the technicians and CSRs who send the work, and keep the rest to offset your marketing spend and referral fees. Or send the full amount to their virtual wallet to boost retention.

Company · 70%Staff · 30%
04

Run Your Customer Campaigns

Reach customers at the touchpoints that fit your marketing strategy, like a completed job, a five-star review or a seasonal tune-up. Every message carries their referral link.

Enhanced with AI

Every Referral Captured, AI-analyzed and Matched.

01

Voice and Video Transcription

Techs record a quick video or use voice-to-text when they upload a job. AI transcribes, summarizes and translates.

02

Call Analytics

Integrated with your AI voice agent, every call is analyzed so your agent can own the home. Agents are trained to help every customer with any service they need, so every call is a one-stop call.

03

Partner Matching

Explore the TradeEngage database of 1M+ home service companies, with owners, operators and contact information. AI analytics recommends referral partners for you.

Why Did We Build TradeEngage?

Casual referrals aren’t enough.
Your company needs a system.

Reduce manual data entry, writing checks and admin processes. Referrals can be a leading low-cost marketing channel. TradeEngage is that system.

Most importantly

The future of home services isn’t auctioned off to the highest bidder.It’s earned, through relationships, reputation, and the simple act of showing up and doing great work.

Read our manifesto