Referral Bonus Tracking
Automatically track, calculate, and distribute referral bonuses for solar installations. Monitor referral sources, validate conversions, and trigger payments when installations are completed.
When
Installation Completed
Then
Bonus Payment Processed
8 hours per week
Time Saved
95% faster payment processing
ROI Impact
Solar referral bonus tracking automation monitors referred leads through installation completion, automatically calculates bonus amounts based on system specifications, validates referral chains, and processes payments. The system integrates with CRM and accounting platforms to track multi-tier referrals, apply bonus rules, and distribute rewards within hours of installation completion while maint
How This Automation Works
Installation Completed → Bonus Payment Processed
Capture Referral Information
When a new lead enters your system, automatically capture and tag referral source data including referrer ID, referral date, and applicable bonus tier. Store this information with the customer record to maintain attribution throughout the sales cycle.
Monitor Installation Status
Continuously monitor project management systems for installation completion events. When a referred customer's installation is marked complete, trigger the bonus calculation process with all relevant project details including system size and contract value.
Validate and Calculate Bonuses
Automatically verify referral eligibility based on your business rules, calculate bonus amounts using predefined formulas and tier structures, and validate against any exclusion criteria or minimum thresholds before proceeding to payment.
Generate Payment Records
Create payment entries in your accounting system with complete details including referrer information, bonus amounts, project reference numbers, and tax documentation. Queue payments according to your disbursement schedule.
Notify and Document
Send automated notifications to referrers with bonus details and payment timelines. Update tracking dashboards, generate reports for finance teams, and maintain comprehensive audit trails for compliance and tax purposes.
How It Works
Managing solar referral programs manually creates payment delays, tracking errors, and frustrated advocates. This automation system monitors every referral from initial lead through installation completion, automatically calculating bonus amounts based on system size and contract value. When a referred customer completes installation, the system validates the referral chain, calculates appropriate bonuses, and initiates payment processing. Track multi-tier referral structures, apply seasonal bonus multipliers, and maintain complete audit trails. Integration with CRM and accounting systems ensures accurate commission tracking and timely reward distribution, transforming customers into active brand ambassadors while eliminating manual reconciliation work.
The Trigger
When a referred solar installation reaches completion status in your project management system, the automation immediately validates the referral source, calculates bonus amounts based on predefined tiers and system specifications, and initiates the reward distribution process.
The Action
The system automatically generates payment records in your accounting software, sends notification emails to referrers with bonus details, updates commission tracking spreadsheets, and creates documentation for tax reporting purposes—all within minutes of installation completion.
Common Use Cases in Solar
- Track and pay bonuses for residential solar customer referrals with tiered rewards based on system size
- Manage commercial solar referral programs with complex multi-tier structures and partner organizations
- Process installer referral bonuses for solar dealers with automated commission calculations
- Handle customer ambassador programs with recurring bonuses for multiple successful referrals
- Coordinate referral rewards across multiple solar product lines including batteries and EV chargers
- Manage seasonal referral promotions with time-limited bonus multipliers and special incentives
Results You Can Expect
Eliminate Payment Delays
Remove manual reconciliation bottlenecks by automatically calculating and processing bonuses within hours of installation completion. Referrers receive timely rewards, increasing satisfaction and encouraging continued advocacy.
Reduce Tracking Errors
Eliminate spreadsheet errors and lost referral attributions with automated source tracking throughout the customer journey. Every referral is accurately documented from initial lead through final payment with complete audit trails.
Scale Referral Programs
Support unlimited referral participants and complex tier structures without increasing administrative overhead. Automated tracking and instant visibility into bonus status encourage customers to refer more aggressively.
Improve Cash Flow Visibility
Access up-to-date referral liability reports and bonus forecasts. Automated integration with accounting systems provides accurate commission accruals and helps finance teams manage cash flow more effectively.
Frequently Asked Questions About This Automation
The system monitors your CRM and project management platforms for installation completions. When a referred project reaches completion, it automatically traces the referral source, calculates bonus amounts based on your tier structure and system size, validates eligibility requirements, and generates payment instructions. All tracking data syncs to accounting software with complete audit trails.
Set Up Automated Commission Tracking in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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