The referral gets filed for you, without opening another app
When a customer agrees to be a referral advocate, you tap once on their card and keep driving. A worker running the rewards app does the rest: it signs in as you, fills in the customer's details, submits, and signs out again, in about thirty seconds. Afterwards it reads your advocate list, so the same customer is never filed twice, and the thank-you email waits until the customer actually appears on that list. If the app on the worker ever breaks, it repairs itself before it takes the next referral, so a bad moment on the worker never costs you one.
- 1Filed in the rewards app for you
- 2Watches for the receipt, then the thank-you
- Tap GTR Advocate on the customer's card.
- Carry on with your day. The card flips to "Advocate added" once it is filed.
- The thank-you goes out by itself once the customer shows on your advocate list.
What it does, step by step
- Tap GTR Advocate on the customer's card and carry on with your day.
- A worker signs in to the rewards app as you, fills in the customer's details, submits and signs out.
- It reads your advocate list so the same customer is never filed twice.
- The thank-you goes out once the customer shows on that list.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Filing a referral advocate | 5–10 min in another app | One tap |
Typically 5–10 minutes per advocate.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- The same customer filed twiceYour advocate list is read first.Guesstimate: duplicates gone
- A typo in the customer's detailsDetails are filled from the card.Guesstimate: mistyped advocates close to zero
- A thank-you sent before they are on the listIt waits until they appear.Guesstimate: premature thank-yous gone
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repOne tap instead of another app.
- Office & installersClean advocate records.
- The customerThanked once they are really signed up.
- The managerAdvocates filed for every rep, the same way.
Feature LHM-F-23 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy