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

National Partnerships

TradeEngage integrates into the call centers of national companies like All My Sons Moving & Storage, Neli Home, Repipe Specialists and more

Leads from these call centers are automatically sent to your local franchise and available only to paid members

Customer Referals

Pay for every referral or only on sold jobs. Optimize for what gets a tech's attention — not CPL. 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

Why TradeEngage Benefits Your Business

2.7%

Customer
Acquisition Cost


vs. 15-20% average across trades

60%

Uplift in
Referral Volume


From existing partnerships migrated to TradeEngage

1:04

Average Time
to Refer a Job


Minimizes team distractions

$10K

Annual Earnings per Tech/CSR


Rewards that don't come out of your pocket

Expand Lead Channels

Recommended Partners for Glass Doctor

The most successful glass services 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.

Window Tinting

Inbound: Broken glass blocking winding tinting from being completed.

Outbound: Inquiries for residential window tinting.

Exterior Cleaning & Pressure Washing

Inbound: House cleaned but broken windows are impacting overall aesthetic

Outbound: New windows but stained house needs pressure washing to improve aesthetic

Wood Rot Repair

Inbound: Broken seals around windows.

Outbound: Wood rot around window and door frames

Garage Door Repair and Installation

Inbound: Garage window replacement.

Outbound: Outdated or older models of garage doors needing replacement.

Other Potential Partners

Bathroom Remodeling

Painting

Plumbing

Home Inspection

Realtors

Property Management

Lower Your Own Lead Costs

Referral Fees for Glass Doctor

Industry averages show that a single lead can cost around $50. With TradeEngage, you can dramatically reduce this to just $15 per lead by setting your own referral fees. This is achieved by leveraging your network of trusted partners who refer qualified leads directly to you.

Industry Lead Cost

$50

Our Lead Cost

$15

Our Acquisition Cost

$25

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: $15

Instant gratification encourages high volume, ideal for when you're ramping up.

Pay When Job Closes: $10

This performance-based model preserves lead quality and aligns with revenue.

TradeEngage in Action

Featured Job for Glass Doctor

Real numbers from a real referral tell the complete story of TradeEngage's impact. This featured job, a residential glass service referral, 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

$2,802

Earnings Paid to
the Tech or CSR

$15

Customer Acquisition Cost

0.54%

Why This Matters

Compare this 0.54% customer acquisition cost to the industry standard of 15-20%, and the TradeEngage advantage becomes immediately clear. This job captured $2,802 in revenue while spending just $15—an incredibly efficient acquisition that highlights how TradeEngage delivers high-value opportunities at minimal cost.

View This Job

Neighborly Training

Click to Watch Owner Testimonials

"TradeEngage is the #1 thing that will change the system this year." - Tyler Watson, Neighborly St. Louis

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

POS / ServiceTitan Integrations

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.