Pro Flow Referrals

KMWF ProFlow Referrals

About this app

ProFlow Referrals is a referral management app for contractors and the partners who send them work. Submit a referral in under a minute, follow it from first contact through to payment, and always know exactly what you have earned.

FOR REFERRAL PARTNERS

Send a new referral straight from your phone while you are still on site. Add the client's name and phone number, the property address, and a description of the damage or issue, then attach a photo taken with your camera or chosen from your library.

After that, everything stays visible:

• Track each referral as it moves through contacted, qualified, confirmed, and paid
• See your total earnings, your earnings for the current year, and your referral count
• Understand exactly how you get paid, with the fee breakdown shown up front
• Submit your W-9 tax information securely, right inside the app
• Connect your payout account and receive your money directly

FOR COMPANY ADMINS

Run your entire referral program from one place:

• A dashboard showing active partners, open referrals, and paid referrals at a glance
• A full pipeline view of every referral and its current status
• Invite partners and fellow admins by email in seconds
• Open any partner to review their contact details, earnings, payout status, and submitted W-9, with sensitive fields hidden until you choose to reveal them
• Download a completed W-9 PDF for your records
• Update referral status, assign work, and release payouts
• Set your referral fee structure and operating regions

YOUR COMPANY, YOUR BRAND

Upload your logo and choose your primary and secondary colors. The app takes on your company's look for every partner on your team, so the experience feels like yours from the first screen.

BUILT FOR THE FIELD

• Sign in with your fingerprint or face after your first login
• Light and dark mode, following your device setting automatically
• Available in English and Spanish
• Clear offline indicator so you are never guessing whether something saved
• Pull to refresh anywhere, and your information updates on its own when you reopen the app

GETTING STARTED

ProFlow Referrals is used by invitation. If a company has invited you as a partner, sign up with the email address they invited and you will be connected to their program automatically.

If you are setting up a referral program for your own company, create an account and a short guided setup will walk you through naming your company, adding your branding, setting your referral fees, connecting payouts, and inviting your team.

An account is required to use this app.

What’s new

11 (1.0.10)