Refer a business
Know another field service business that could use FSM Navigator®? Send them your link. Once the business you referred has paid for three full months, your reward is added to your account.
The program follows the Referral Program Terms.
Find your referral link
You must be an Owner to use the referral link.
- Go to Settings → Subscriptions.
- Find the Refer a business card.
- The first time, read the Referral Program Terms, tick the box to accept them for your business, and select Accept and show my link.
- Select Copy link and send it to the business.
If you do not see the card, the referral program is not open on your account right now.
The card also shows three numbers:
| Number | What it counts |
|---|---|
| Businesses referred | New businesses that signed up through your link. |
| Rewards on the way | Referrals that have signed up but have not yet earned a reward. |
| Credit earned | Credit already added to your account. |
How a referral is counted
A referral counts when the new business signs up through your link, or on the same browser within 30 days of clicking it. If the visitor turns off optional cookies, the link works for that visit only, so they need to sign up straight away.
The business must sign up as a new FSM Navigator company. A business is credited to one referring business only.
When you earn your reward
You earn the reward after the business you referred has paid for three full months of FSM Navigator. Refunded months, unpaid invoices and payments under an open dispute do not count.
The reward and its amount are shown on your Refer a business card. FSM Navigator sets them and can change them. A change does not affect a reward you have already earned.
There is a yearly limit on how many rewards one business can earn.
How your reward is paid
A credit reward is added to your FSM Navigator account and taken off your next invoice. If your subscription is billed through Stripe, the credit goes to your Stripe balance instead and is used on your next Stripe invoice.
A reward has no cash value, cannot be exchanged for money and cannot be moved to another account.
Referrals that do not count
These do not earn a reward:
- your own business, or a business you own or control
- a business that shares accounts, payment methods or devices with you (these referrals may be disqualified)
- sign-ups from spam, misleading advertising, fake accounts or any other misuse of the program
Refunds and disputes
If a payment that counted toward a reward is refunded or disputed before the reward is granted, the reward goes back to waiting.
A reward that was already granted can be taken back if the payments that earned it are later refunded or lost to a dispute. Any part of the credit you already used is taken off your future referral rewards. You are never sent a bill for it.
Frequently asked questions
Do I get a reward as soon as they sign up?
No. The business you referred must pay for three full months first.
Does the business I referred get anything?
That depends on the offer running at the time. Any discount for the new business appears at its checkout.
Where do I see a reward I earned?
In Credit earned on the Refer a business card, and as a credit on your next invoice.
Can I change my referral link?
No. Each business has one link. Share the same link as often as you like.