Owner reads the row by hand
A service-manager-owner triages each referral within one business day. They reach out to your peer first; you only loop in if the peer asks who flagged them.
Service managers who already run on the bench pass SecondShift along when a peer shop is drowning in non-billable callbacks and doesn’t trust AI to ghost-write replies to a homeowner. The clue isn’t the AI — it’s the bench: when the engine is uncertain, a tradesperson returns a signed second opinion. That’s the bit your peer needs to see.
A service-manager-owner triages each referral within one business day. They reach out to your peer first; you only loop in if the peer asks who flagged them.
Three referrer fields (you) are for accountability — the peer hears who flagged them. Four peer fields let the owner open the conversation with the trade, the shop, and the inbox they actually use.
One follow-up email if the row goes cold; after that the referral column is closed and the inbox entry is retired. Your name is not in a drip sequence.
The peer-referral intake isn’t the right shape for a setup-fit. The setup intake is four fields — company, vertical, fleet size, current dispatch software — and an owner calls you back within a day.