Set up and share your referral codes

• The account owner, and team members whose role includes managing referrals, can create codes, send invites, and edit, archive or delete codes.
• View-only team members can open the screen, see every code and referral, and copy or share codes and links. The envelope, the +, Edit, Archive code and Delete code don’t appear for them.
• Technicians don’t have Referrals in their Settings.

Codes belong to your business rather than to the person who created them, so everyone on the team works with the same codes.

CleanOps checks the form when you tap Create Code, not while you type. If something needs fixing, a message appears under the field and nothing is saved:

• Label (optional) can be up to 100 characters; the field stops there.
• Code must be 8 letters or digits, without 0, O, 1, I or L. Each code can exist only once — if yours is taken, you’ll see has already been taken.
• Redemption limit must be a whole number from 1 up to the maximum shown under the field. The field takes digits only.
• Expiry date (optional) can’t be in the past — the date picker greys out earlier days.

When you create a code, leave Code blank and CleanOps generates one, or leave Redemption limit blank to get the maximum. Letters you type are saved in capitals.

CleanOps sends the email for you. It names your business, includes your note, shows your referral code, and has a Get started button that opens signup with the code filled in. It also carries CleanOps’ postal address, the web address of the program terms, and an unsubscribe link.

• Links in your note are removed before the email is sent, so keep the note to plain words.
• An address that isn’t complete shows Enter a valid email address. when you tap Send invite.
• Each email address can be invited once. Inviting it again shows That address was already invited.
• Your business can send 10 invites a day, shared across your team. After that you’ll see You’ve sent today’s 10 invites. Try again tomorrow.
• The envelope appears only while you have at least one active code, and Invite by email on a code’s Share tab only while that code is Active — not once it’s exhausted, expired or archived.

When they open your link, CleanOps signup opens in their browser with your code already in the Referral code box. If they sign up in the CleanOps app instead, they tap Get Started for Free, choose Business Owner, and type your code into Referral code (optional) at the top of Create Account. They finish signing up as usual — with a password, or with Google, which keeps the code. On an iPhone, Sign up with Apple is offered as well.

Their free time is applied after their first paid month, never at signup.

If the code can’t be used, the app says why under the box once all 8 characters are in:

• That referral code doesn’t exist. Check the code and try again.
• That referral code is no longer active. — the code was archived.
• That referral code has reached its limit. — the code is used up.
• That referral code has expired.

A code shorter than 8 characters shows A referral code is 8 characters, so this one will not be applied. If the app can’t check a code at that moment, it shows Couldn’t check the referral code right now — you can still sign up. The app doesn’t stop them signing up with a code it has refused, so ask them to correct it first if the referral matters. Checking many codes in a short time shows Too many requests. Please try again later. — the check works again after about a minute.

Only a new business account can use a code — the Technician and Customer signups have no referral code box.

Every referral has one of three statuses:

• Signed up — they’ve created their account but haven’t completed their first paid month.
• Qualified — their first paid month has cleared, which is what earns your reward. See track referrals and claim rewards.
• Not qualified — the referral doesn’t count, for example when a business refers itself.

To see one code on its own, tap its card. The Referrals tab there shows only the businesses that used that code, under a line such as 4 referrals · 21 uses remaining. The Status card on the Share tab shows its Uses, how many are Remaining, when it Expires, the date of the Last referral, and when it was Created.

Narrow that list with Search referred businesses…, Any date or Any status; the two buttons show what you’ve applied. A code nobody has used yet reads No referrals yet. Businesses that sign up with this code appear here.

Each code card shows its status:

• Active — the code can be used.
• Exhausted — it has reached its redemption limit. Raise the limit to make it active again; a code already at the maximum can’t go higher, so create a new code instead.
• Expired — its expiry date has passed.
• Archived — you’ve retired it. The card also shows the date it was archived.

On the Codes tab, tap the filter icon, tick the statuses you want under Filter by status and tap the ✓ at the top right; a dot on the icon shows a filter is applied, and All statuses clears it. Use Search codes… to find a code by its label or the code itself.

If nothing matches, you’ll see No matching codes and Try a different search or filter. Before you’ve created a code, the list reads No referral codes yet and Create one and share it with other business owners.

CleanOps can pause the referral program. While it’s paused, a notice on the Referrals screen and on each code reads The referral program is paused. Codes won’t attribute new signups until it’s back on.

• You can still create and edit codes.
• The envelope and Invite by email are hidden.
• A business that enters your code at signup sees Referral codes aren’t being accepted right now. They can still sign up, but they aren’t linked to your code.
• The referrals you already have stay in your list.

The full rules — who’s eligible, how rewards are calculated, when a referral qualifies, and what isn’t allowed — are in the Referral Program Terms. Tap Program terms at the end of either list, on any tab inside a code, or in the invite form. It opens in your browser.