Turn Every Happy Client Into Your Best Sales Rep
Referral + Project Tracking App Designed for Pros in the Field
Clients Want Updates. You Want Referrals.
This App Delivers Both.
Real-time project tracking
Stop the “What’s the status?” calls.
Your clients can check their project timeline anytime—from site survey to final inspection. It keeps them in the loop and keeps your crew focused.
Instant, effortless referrals
Clients love to refer. You just need to make it easy.
With one tap, they can send your info via text, email, or WhatsApp—pre-filled, ready to go. No chasing. No awkward asks.
In-app communication
Everything in one place—no lost texts or missed calls.
Clients can message you, ask questions, or share documents—all inside the app. You stay organized, they stay happy.
Reward system built-in
Say thank you—without the spreadsheet headache.
Set your own rewards . The app tracks who sent what, and when. Everyone wins—and you look buttoned up.
Just 3 Steps to Start Getting Referrals
Step 1: Invite Your Clients
Upload your client list or connect with MyClientBase to sync projects.
Step 2: Clients Track Their Journey
They see every stage of the process right on their phone.
Step 3: Referrals Roll In
One tap to refer. You get notified and start the sales process immediately.
Referral Power + Project Control (Without the Tech Headache)
Real-Time Project Tracker
Clients can share your referral link from the app with just one tap. You get tracked leads directly into your dashboard.
One-Tap Referral Sharing
No more “What’s the status?” calls. Homeowners can see every milestone — from permit approvals to system activation.
Reward Tracking
Deliver a premium digital experience under your solar brand. Build trust and loyalty with every install.
In-App Messaging
Let satisfied clients drive your next deal — while you stay focused on operations.
Client Onboarding Made Easy
Deliver a premium digital experience under your solar brand. Build trust and loyalty with every install.
Branded Experience
Let satisfied clients drive your next deal — while you stay focused on operations.
Your Brand. Your App.
Look professional. Build trust. Stand out.
With the white-label version of My Client Base, your clients won’t see our brand — they’ll see yours. From the app icon to the welcome screen, everything is branded to your business.
What You Get
- 📲 Your Company Name & Logo on the App
- 🎨 Branded Splash Screen & Colors
- 🛍️ Available on App Store & Google Play under Your Name
- 🤝 More Trust = More Referrals
- đź’Ľ Stand Out from Competitors Who Still Use PDFs and Spreadsheets
Built for Pros Who Want Less Admin, More Growth
General Contractors
Roofing Companies
Residential Solar Installers
HVAC Companies
Pest Control Pros
Pool Cleaning Services
Kitchen & Bathroom Remodelers
Landscaping & Lawn Care Pros
Home Cleaning Services
Garage Door & Entry Door Installers
Window & Siding Contractors
Gutter Installers & Cleaners
Hear It from the Pros Who Use It
“We got 12 new leads in 6 weeks.”
My Client Base makes referrals automatic. Clients get updates and share us with one tap.
Josh M., Solar Installer, Arizona
“It just works.”
My Client Base handles updates, referrals, and rewards—so I can focus on installs.
Terry R., Roofing Contractor, Texas
“Now referrals are steady every month.”
We made My Client Base part of our process—and leads keep coming in.
Kim B., HVAC Service Owner, Ohio
“My clients love it.”
They get updates and refer me to neighbors without even asking—thanks to My Client Base.
Alyssa J., Pool Cleaning Pro, Florida
Let Us Show You What Growth on Autopilot Looks Like
See how MyClientBase fits right into your sales and ops workflow.
Zero friction. Maximum results.
Frequently Asked Questions (Referral App & Program)
What is My Client Base and how does it help service businesses?
My Client Base is an all-in-one app that helps service businesses track project updates and collect referrals from clients—automatically. It’s designed to keep your customers informed and turn them into your best marketers without you lifting a finger. It keeps your clients updated and turns them into active promoters of your business.
What is a referral program and how does it work for service businesses?
A referral program encourages your existing clients to recommend your business to others. With the My Client Base referral app, each client gets a personal link they can share by text, email, or WhatsApp. Every referral is tracked automatically, and rewards are managed inside the system
How can a referral app help my business grow?
The My Client Base referral app removes the hassle of manually asking for referrals. It makes it easy for your clients to refer friends and neighbors instantly—helping you get more qualified leads, increase trust, and reduce ad spend.
How does the app track referrals?
Each client receives a unique referral link through the My Client Base referral app. When someone uses that link to contact you or sign up, it automatically records the source and tracks the referral’s progress.
What kind of project updates can clients see?
Clients can view real-time updates on their project through the My Client Base referral app, including job stages, messages, photos, and timelines—reducing follow-up calls and building trust.
Can I use my own branding with My Client Base?
Yes. You can get a white-labeled version of the My Client Base referral app, fully customized with your logo, brand colors, and business name—so your clients only see your brand.
What types of businesses can use the referral app?
The My Client Base referral app is built for all service-based businesses, including:
Solar & Roofing
HVAC & Plumbing
Pest Control & Pool Cleaning
Garage Door & Window Installers
Landscaping & Remodeling
…and many others who rely on trust and repeat business.
Is it easy to use for both my team and my clients?
Yes. The My Client Base referral app is designed for simplicity. If you and your clients can use a smartphone, you can use this app with ease—no tech skills needed.
Can I invite past customers to the referral app?
Yes. You can upload past clients into your dashboard and invite them to join your referral program using My Client Base, even if their project is already complete.
How are rewards managed inside the referral app?
The My Client Base referral app tracks referral activity and notifies you when it’s time to deliver a reward. Clients can log in to see their earned referrals and rewards in real time.
Can the referral app integrate with my existing CRM or job software?
Yes. The My Client Base referral app offers Zapier and custom integration options to sync with most CRMs and job tracking platforms. Ask our team for your specific setup.
What makes this better than asking for referrals manually?
Manual referral systems are hard to track and easy to forget. The My Client Base referral app makes it automatic, trackable, and rewarding—so you get more leads without more follow-ups.
How much does the My Client Base referral app cost?
Pricing is flexible based on your company size and whether you want a white-labeled version. Reach out for a custom quote or book a demo to see it in action.
Is the referral app available on iPhone and Android?
Yes. The My Client Base referral app is available on both iOS and Android, and your clients can download it directly from the App Store or Google Play.
Do I need to be tech-savvy to set this up?
No. The My Client Base referral app is designed for ease. You’ll get onboarding support, and most businesses are up and running within a day—no coding or complex setup required.
Will my clients actually use the referral app?
Yes. Clients love staying updated and earning rewards. Because the My Client Base referral app is mobile-friendly, branded, and easy to use, client engagement stays high.
Still have a question?
Drop us a mail at sales@sunbasedata.com
