TradeEngage Playbook
TradeEngage is the referral workflow and payments platform built exclusively for home services. We turn every trusted service and relationship into momentum, keeping money in the pockets of the home service ecosystem. We remove the friction in making a referral, while redistributing lead costs to techs, CSRs and customers in your community.
Local B2B Referrals
Build peer-to-peer referral partnerships with Neighborly and other companies across appliance retailers, carpet cleaning, roofing or any home service
Extend relationships to your techs, CSRs and other teams so they can refer and earn with instant payouts
Extend relationships to your techs, CSRs and other teams so they can refer and earn with instant payouts
National Partnerships
TradeEngage integrates into the call centers of national companies like All My Sons Moving & Storage, Nell Home, Repipe Specialists and more
Leads from these call centers are automatically sent to your local franchise and available only to paid members
Leads from these call centers are automatically sent to your local franchise and available only to paid members
Customer Referrals
Enable your customers to refer you to their friends and family
Send email and SMS campaigns to customers after a completed service
Instant affiliate links for all customers to post on social media
Performance-based rewards with instant payouts or gift cards
Send email and SMS campaigns to customers after a completed service
Instant affiliate links for all customers to post on social media
Performance-based rewards with instant payouts or gift cards
Why TradeEngage Benefits Your Business
2.7%
Customer Acquisition Cost
vs. 15-20% average across most trades
60%
Uplift in
Referral Volume
Referral Volume
From existing partnerships migrated to TradeEngage
1:04
Average Time
to Refer a Job
to Refer a Job
Minimizes any distractions for your team
$10K
Annual Earnings per Tech/CSR
Rewards that don't come out of your pocket
Expand Lead Channels
Recommended Partners for Aire Serv
The most successful heating and air contractors don't just fix problems—they build ecosystems of complementary service providers who create mutual value. Your network should be strategic, with trades that naturally intersect with yours, so their team can refer jobs to you.
Plumbing
Inbound: Water leaks affecting HVAC; pipe issues near HVAC units.
Outbound: HVAC installs needing water hookups; AC condensate drainage; water heater service during furnace checks.
Electrical
Inbound: Wiring issues; panel upgrades for AC; circuit problems affecting furnace operation.
Outbound: Faulty thermostat wiring; HVAC power supply issues; electrical panel safety concerns near HVAC installs.
Roofing
Inbound: Roof leaks affecting attic/HVAC ducts; damage to rooftop AC units; ventilation issues impacting HVAC efficiency.
Outbound: Attic heat retention from poor roofing; damaged roof vents affecting airflow; structural issues near rooftop HVAC units.
Pest Control
Inbound: Pest damage to HVAC wiring/ductwork issues; insect infestations affecting indoor air.
Outbound: Pest evidence in HVAC; rodent damage observed during maintenance; infestations affecting HVAC in attics/crawlspaces.
Other Potential Partners
General Contracting & Handyman
Glass Services (Residential)
Insulation
Home Inspection
Realtors
Property Management
Lower Your Own Lead Costs
Recommended Referral Fees for Aire Serv
Industry averages show that a single lead can cost around $150. With TradeEngage, these can dramatically reduce this to just $25 per lead by setting your own referral fees.
Industry Lead Cost
$150
Our Lead Cost
$25
Our Acquisition Cost
$50
Many successful companies use a hybrid approach to reward both effort and results. This saves you money; and directly boosts your profitability, supercharges your return on investment, and frees up capital that can be reinvested into growing your business.
Pay for Every Referral: $25
Instant gratification! This rewards effort, encourages high volume, and is ideal for when you're ramping up.
Pay When Job Closes: $25
This performance-based model preserves lead quality and aligns with revenue.
TradeEngage in Action
Featured Job for Aire Serv
Real numbers from a real referral tell the complete story of TradeEngage's impact. This featured job demonstrates how the platform transforms a traditional lead into a high-value opportunity while creating win-win outcomes for all participants—the referring technician, the service provider, and most importantly, the customer.
Job Revenue Generated
$19K
Earnings Paid to
the Tech or CSR
the Tech or CSR
$25
Customer Acquisition Cost
0.13%
Why This Matters
Compare this 0.13% customer acquisition cost to the industry standard of 15-20%, and the TradeEngage advantage becomes immediately clear. This Aire Serv captured nearly $19,854 in revenue while spending just $25 —100x more efficient than traditional marketing channels.
Start Getting Referrals
What Does It Cost for Neighborly?
We offer transparent pricing designed to ensure annual referral network dependability while maintaining the flexibility of monthly billing—no hidden costs, just predictable ROI.
Pricing for Neighborly Owners
- Single price for all continuous franchise IDs
- Annual commitment paid in monthly installments
Unlimited Referrals
Unlimited Users
National Accounts
Referral Challenges
ServiceTitan Integrations
Consider the return on investment: At $300/month for locations generating $2M+ in revenue, you're investing just $3,600 annually. If TradeEngage delivers even 10 additional jobs per year at your average ticket of $1,500, that's $15,000 in revenue from a $3,600 investment—a 4x return before accounting for the reduced acquisition costs and increased team retention.
How to get TradeEngage for free
Offset your marketing costs fees by referring out jobs your team can't take on. The "Technician Split" allows you to control the percentage of referral fee earnings your team members keep vs. what returns to the company. Use our calculator to determine how many referrals your team needs to make!
Onboard to TradeEngage
Implementing TradeEngage takes less time than training a new employee, and the return on that investment begins immediately. Our streamlined onboarding process starts here.
Complete Onboarding
Time Required: 5 minutes
Join TradeEngage and set up your company profile and start connecting with local partners.
Invite Your Team
Time Required: 5 minutes
Add CSRs, then your field team and any business development managers instantly!
Book Team Training
Time Required: 15 minutes
Schedule a live training session where we walk your team through how to give referrals and get paid! We're happy to join your team meeting any day.
Set Up Your Customer Referral Link
Time Required: 10 minutes
Set up SMS and emails to send to customers after a completed job or enable your customers to post on social media. They can refer friends and family from you or your partners.
Dedicated TradeEngage Support
Ready to eliimnate customer acquisition cost and maximize earnings? Our dedicated support team ensures your success with comprehensive assistance throughout onboarding, training, and daily operations, helping you maximize value from the TradeEngage platform.
Book a Demo
Experience a personalized demo tailored to your trade.
Common Questions
See a list of common questions and best practices.
Email Support
Get partnership and strategy optimization advice.