"Track tint referral credits by completed installation"
"Source","https://bluefinchadvisors.com/blog/track-tint-referral-credits-by-completed-installation"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Referral and referrer reference","Applicable offer and version reference","Qualifying job evidence reference","Reward review status","Posting reference","Reward review owner","Internal review date","Next evidence or reconciliation action","Missing required fields"
"Referral-T17/Member-17","Offer-v2-qualification","Completed-job-review-17","Awaiting review","","Owner-role","2026-10-16","Review the actual conditions before approving the credit","None"
"Referral-T22/Member-22","Offer-v2-qualification","Completed-job-review-22","Posted in source record","","Billing-reviewer","2026-10-17","Find the actual credit posting and reconcile the status","Posting reference"

"Use this worksheet"
"Fictional examples. Use internal references, not customer personal information."
"Filled fields need source-record review and establish no approval or completed outcome."
"No message, CRM change, website edit or reward posting occurs."
"Reload clears edits. Download the worksheet to approved business storage."

"Sources"
"Google Maps: Review incentives, selective requests and rating manipulation","https://support.google.com/contributionpolicy/answer/7400114?hl=en"
"HubSpot: Task owners, due dates and associated records","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Optional paid loyalty service and activation requirements","https://bluefinchadvisors.com/toolbox/customer-loyalty"