The realtor who sends three cleanouts a month.
Single-item pickups pay the bills. The steady money is the agent with a listing to empty, the property manager with a unit turnover and the executor who lives three states away. Redline keeps each of them as a contact, ties every job to who sent it and puts their deadline on your calendar.
From a referral call to the next one
Keep the referrer as a contact
Karen Liu at Coastline Realty, the leasing office at Riverside Apartments, the estate attorney who keeps calling. Each one gets a file with their phone, email and every conversation you log.
The person paying is the customer
On an estate cleanout that's usually the executor, not the agent. Add them as the customer, put the property address on the visit, and name the agent in the job title: "Estate cleanout, 9 Birch Rd, ref Liu."
Put the deadline on the calendar
Listing photos on the 20th, new tenant on the 1st, a closing date. Book the cleanout before it and set a reminder for the day before the deadline in case anything slips.
Bill the right person
On Solo and up, invoice the executor or the management company and paste the card pay link into an email from your Gmail. A company that pays slowly gets flagged at day 3, 7 and 14 after you send it.
Thank the referrer
Log the call, the coffee drop-off or the holiday card on the agent's file. When you wonder when you last talked to Karen, it's right there.
An agent calls with a listing
Ready to add Mark Doyle with the job "Estate cleanout, 9 Birch Rd, ref Liu" and a note: empty before listing photos Oct 20 (confirm below).
You're open Wednesday, Oct 14 and Thursday, Oct 15 for a full day. Want the walkthrough first?
Booked Wednesday, Oct 14 at 8:00 at 9 Birch Rd. Jobs with "ref Liu" in the title: Foley garage cleanout (Paid, $650), Arruda estate (Paid, $2,400), and this one. Want me to log a thank-you call on Karen's file?
Contacts, jobs, the pipeline and the calendar are on every plan. Invoicing the executor is on Solo and up.
Who sends junk removal work, and how to keep them
| Who sends it | Who you bill | What to keep on file |
|---|---|---|
| Listing agent | Usually the seller or the executor | The agent as a contact, "ref" in the job title, the listing photo date |
| Property manager | The management company | The building and unit on the visit, the turnover date, who approves extra charges |
| Estate attorney or executor | The estate, through the executor | Who has the key, what has to stay, donation receipts needed |
| Senior move or downsizing helper | The family | Move date, which rooms are going, items set aside for family |
| Contractor or remodeler | The contractor | Debris type, dumpster or truck, the job site contact |
Redline's contact tags are lead, customer, cold and AR-overdue. There's no separate referral source field, so the "ref" in the job title is what makes the search work.
Why referral work slips away
A realtor doesn't stop calling you because of price. They stop because the one time it mattered, the house wasn't empty when the photographer showed up, or because the hauler they met at a closing last week checked in and you didn't. Both are tracking problems, not hauling problems.
Redline handles the first one with the calendar and a reminder the day before every deadline, and the second with the agent's file: every job they sent and every time you talked. Home also shows leads nobody has touched yet, so a property manager's request from Friday afternoon doesn't sit until Tuesday.
If you take requests from your free Pro Page, they land in Contacts as leads too. Free reveals 3 a month; paid plans show them all.
Straight answers for junk removal sales
Redline does
- Keep agents, managers and executors as contacts with their history
- Tie each job to its referrer through the job title
- Put listing, turnover and closing deadlines on the calendar
- Bill the person paying with a card pay link (Solo and up)
- Show untouched leads and quiet quotes on Home
Redline doesn't
- Report revenue by referral source
- Pay or track referral fees
- Run email or text campaigns to your agent list
- Import your old contact spreadsheet
- Give property managers a portal to request pickups
Questions contractors ask
Can I see how much a realtor has sent me?
Search the pipeline for the "ref" name in the job titles, or ask the chat, and you get the jobs with their stages and amounts. There's no built-in referral report, so the title is how you keep it findable.
The executor lives out of state. How do they pay?
Copy the invoice's pay link into an email from your Gmail and they pay by card from wherever they are. Invoicing is on Solo at $29 a month. Card only, no checks or bank transfers through Redline.
Can a property manager have several buildings?
Yes. Keep the management company as one contact, and put the building and unit on each job's title and visit address. Their open invoices come back when you ask "who owes me?"
Can I bring my existing realtor list over?
Not by import. Add them as they call, by chat in one line each. Start with the agents who sent work this season.
More for junk removal
Keep reading
- Junk removal softwarePrice loads from photos, adjust on site and get paid before the truck leaves.
- Junk removal quote appTruckload fraction plus item surcharges, from photos, adjusted on site.
- Contacts and CRMOne file per customer with calls, jobs, emails, invoices, notes and photos.
- Job pipelineEvery job from Lead to Paid, with cards that turn amber and red as they sit.
- Roofing CRMStorm leads logged from the field, every roof tracked from Lead to Paid.
Run your business by chat.
Redline is free to start. Tell it about the job and it handles the quote, the schedule, the invoice and the follow-up.