Track referrals and referral sources against jobs in Abtrac. Record the person or company that referred a job, add referral comments, maintain your Referred From list, and report on jobs received through referrals and fees earned from referred work.

The Referrals report shows jobs with a Referred From source recorded against them, including the referral source, client, job details and project fee estimate. Use the report to review where projects have come from, identify referral sources and see the value of jobs associated with each source.

Review fees earned from referred jobs, grouped by the person or organisation recorded as the Referred From source. The report shows jobs and fees billed during the selected period and can include referral comments.