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The live pulse — who’s referring, what’s owed, and anything that needs you.
Active referrers
Recent customers
Reseals due & at risk
Every surface past a milestone, de-duplicated per household, most urgent first. This replaces the spreadsheet.
Network — customers, rewards & hot streets
Search anyone; click their referrals to walk the tree. Hot streets surface a ready-to-launch offer.
Hot streets
Automation — what the engine is doing
Messages the engine queued at each trigger (dry-run — nothing has actually sent), and draft geo-ad campaigns for hot streets (never launched from here).
Queued messages · dry-run
Draft geo-ad campaigns
Exceptions
The only things that need a human. Silent unless something's broken.
How Extera works — start here
Everyone reads this. The whole system on one screen: how a job flows, what runs on its own, and what we do.
The flow
Website form, phone call, a tech in the field, a referral link, or a walk-in.
Work as normal. Tick Sealing on the job — that one tick is what pulls it in.
At Work Order it mints their code and links the referrer; at Completed it starts the re-seal clock — automatically.
Reseals to chase, rewards to apply, exceptions to clear. No spreadsheet.
What the engine does — three moments
Code minted
Quote accepted → the customer gets their own referral code. If someone referred them, that referrer sees $200 on the way.
Sealed & clocked
Job finished → the guarantee and the re-seal clock start, and a re-book reminder is scheduled for the right time.
Reward released
Invoice marked paid in ServiceM8 → the referrer's $200 turns from "on the way" into ready to use.
Your job — five things
- Tick "Sealing" on every seal or coat job. Name the coating in the description — glass → GlassProtect, driveway/stone/concrete → MineralProtect — so the right clock gets set.
- Capture who referred them. Via the link it's automatic. If they give a name or code, write the code in the job description and the engine links them.
- Apply their credit at quote. If a customer has a ready balance, take it off the job — up to what they've earned. It's a discount on their next service, not cash.
- Confirm verbal referrals. "Jane sent me" with no code lands in Exceptions — match it to the right customer so Jane gets her $200.
- Mark invoices paid in ServiceM8. That's the signal that releases a referrer's reward. Paid by bank transfer? Still mark it paid here.
Working this console
Home
Where you land — active referrers, what's owed, and recent activity. Job status is colour-coded: Quote W/O Completed.
Reseals due
Your call list — most overdue first, de-duplicated per household so you never double-call. This replaces the spreadsheet.
Network
The full database. Look anyone up by name, phone or code; see their referral tree, credit and re-seal dates.
Exceptions
The only things that need a human — usually a verbal referral to confirm. Clear them and the queue goes quiet.
What the customer gets — so you can explain it
The offer
Give $200, get $200 off your next service. It stacks up to $1,000. A referral only counts once it becomes a booked job.
Their private page
My Extera — no password. They enter their mobile, we text a private link to their code, QR and balance (ready vs on the way).
The share page
A "$200 off your first clean & seal" page they forward to a neighbour, with their name on it.
The re-seal promise
MineralProtect — re-seal check around 10 years. GlassProtect — 10 years on new glass, 5 on existing. Both carry the performance guarantee.