Send referral SMS when install is complete to customers

You mark installations as complete in your CRM, but customers often miss referral offers and incentives go uncollected. Send referral invites immediately so more customers respond same day.

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Overview

When installs are marked complete, immediate referral invites convert satisfied customers into advocates instead of relying on manual follow-up. This removes a recurring manual task for owners and program managers and ensures messages go out within minutes, boosting same-day responses.