Referral Status

Table of Contents

Update Your Referral Status

Keep your Referral’s Status updated for the referrers to see. Updating your referral status notifies your referrer on the progress of the job.

Default Statuses

New

Cancelled

Got the Job!

Didn't get the job

Pending Assessment

Pending Homeowner

Pending Insurance

You can customize your statuses to fulfill your business’ needs. It’s simple! When you are in Reactor Configuration, go to Status Categories. Create a New Status and you are good to go!

Setting Your Status

It is important that you set the behavior of the status correctly. Each behavior describes what your status will do.
For example, when you update to the default status “Got the Job”, your Accepted Referral Bonus rate will then apply. However, if the status was still set to “New” that rate would not apply.

Where To View Your Referral Status

You can view the current referral status in two places. You can find it in your messages, with the note you left. Or it will be located under the Admin Actions in the Status category.

How To Use The Referral Status Feature On Mobile

SELECT A REFERRAL

Choose the user you would like to change permissions for.

PRESS UPDATE STATUS

In the Admin Actions, select Update Status.

PICK THE NEW STATUS

You will see your current status at the top. Change the New Status to update the referral’s status.

UPDATE STATUS

If you want, you can add a note that the referrer can see. But it is not required.