Actioning of referrals

Mr Shane Andrews

August 03, 2017 18:50

It would be good if there was a way of ticking g the referral slips online and enable us to tick boxes within the slip. This way we could tick to say contacted customer, date arranged, job priced, job completed etc. If this is already in place how is this done please.

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• Official comment

  

  Jeremy Walsh

  August 04, 2017 14:18

  @shane - agreed!  We have the "referral tracking" portion on our list for future consideration.  Thank you for the vote!  Have a great weekend :- )
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  Mr. Allan Lau

  August 03, 2017 21:31

  Hi Shane,

  A great idea! For now, you can use the web version to do this. In your landing page, use "Track My Referrals Received Online". It has all the fields you are looking for.

  Hope this help.

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  Mr. Jon ONeill

  August 21, 2025 16:56

  hi, is there a way to manage slips online instead of only the app yet? the online portal seems extremely scarce/limited in its functionality 

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