Rewards

Reward the person who chooses where to buy

Move orders off the counter and the phone, speed up collections and cut card fees, with rewards aimed at the person who decides.

Book a Demo
Your cart, in the app or portalDemo data

Cart, 3 items

  • 2x4x8 SPF stud, 120 pcsEarn 64 pts$642.00
  • Deck screws 3 in, 5 lbEarn 9 pts$86.40
  • Joist hangers, 50 pcsEarn 12 pts$118.00
Points you will earn on this order85

Pay by ACH or on account to earn the full amount.

The problem

The easiest supplier to call wins the order

This is a rewards program for building suppliers, built as contractor incentives you control. In lumber and building materials, the company pays, but a contractor or a purchasing agent chooses the supplier. Consumer loyalty programs reward the payer. ToolSwift Rewards reward the person who decides, and you control which one.

Orders cost staff time

Counter and phone orders tie up your people on every call.

Customers call whoever is easiest

Without a reason to self-serve, they default to the quickest phone call.

Net-30 means waiting

You collect weeks after the sale.

Card fees on every sale

Interchange comes off every card transaction.

Rewards

Earning the way you decide

You set the rules. Start with a base rate across the catalog, then add promotions on a specific item, category, collection or brand, each with start and end dates.

  • Conditions: payment method, stocked or special order, order value, delivery or pickup, and customer segment.
  • Caps per order, per customer and per campaign.
Rewards rulesDemo data

Base rate

1 point per $1, across the catalog

Promotion: Brand X, 3x points

Oct 1 to Oct 31 · category, collection, item or brand

Conditions

Payment: ACHStocked itemsSpecial orderOrder over $500DeliveryPickupSegment: Pro

Caps

Per order

500

Per customer

5,000

Per campaign

100,000

Rewards

Points only on app and portal orders

Counter and phone orders earn nothing. That is the point: it is the incentive to self-serve, and it moves orders off your counter and your phones.

  • Customers can still order in the app and collect in store.
  • Fewer calls and counter orders for your team to key in.
Points by how the order was placedDemo data
  • Counter order0 pts
  • Phone order0 pts
  • App or portal order240 pts

Order in the app and collect in store, and the points still count.

Rewards

Reward the decision-maker

Points can pool to the company, or go to individual users. You choose who earns and who can redeem, so the reward reaches the contractor or purchasing agent who picks the supplier.

  • An employee can earn on company spend, if you choose.
  • Separate permissions to earn and to redeem.
Who earns and who can redeemDemo data
Individual usersPool to the company
  • Dana P.Purchasing agent1,920EarnsRedeems
  • Mike R.Foreman2,480EarnsRedeems
  • OfficeAccounts payable0EarnsRedeems

Points that pay for themselves

A lever you control, not a giveaway

1

Orders off the counter and the phone

Points only on app and portal orders give customers a reason to self-serve.

2

Faster collections

Points that scale with how fast the invoice is paid.

3

Lower card fees

Earn only on ACH, cash or account, and share the saving as points.

Rewards

Get paid faster

Points scale with how fast the invoice is paid: full points for immediate payment, fewer as it ages. You set every threshold.

  • Reward customers who pay at checkout or early.
  • Less waiting on net-30 balances.
Points by how fast the invoice is paidDemo data
  • Paid at checkout100%
  • Within 10 days75%
  • Within 20 days50%
  • Within 30 days25%
  • After 30 days0%

You set every threshold.

Rewards

Pay less in card fees

Set points to earn only on ACH, cash or account payment, and pass the interchange saving to the customer as points.

  • No points on card payments, if you choose.
  • Customers get a reason to use the cheaper way to pay.
Earn by payment methodDemo data
  • Credit card No points
  • ACH Earns points
  • Cash Earns points
  • On account Earns points

Pass the interchange saving to the customer as points.

Rewards

Visible before checkout

The projected earn shows on product pages, category pages and in the cart, so the incentive lands at the moment of choosing.

Product pageDemo data
Product

Pressure-treated 2x6x12

In stock · Pickup or delivery

$18.40

Earn 18 pts

The projected earn also shows on category pages and in the cart, so the incentive lands at the moment of choosing.

Rewards

Controlled and auditable

Every point traces back to the rule that created it. Nothing is edited after the fact, and corrections post as attributed, reason-coded adjustments.

  • A liability report for your accountant.
  • Optional expiry, with warnings to customers.
  • Points never convert to cash.
Points ledgerDemo data
EntryCreated byPoints
Order 52846Brand X 3x, Oct+240
Order 52711Base rate+64
Refund 52711, partialReversal, proportional-21
AdjustmentReason: pricing error, by J. Lee+30

Outstanding points

482,300

Expiring in 30 days

6,100

Rewards

Your branding

Call them whatever you like: points, bucks, credits. They show up in your own name, in your portal and app.

Name your rewardsDemo data

What do you call them?

PointsBucksCredits

Demo Lumber rewards

2,480 Demo Bucks

Program terms

A starting point for your program terms

You run the program, so your customers need to see its rules. Here is a template you can adapt: points never cash out, refunds reverse points, and you decide on expiry and changes.

Show the template+
[Your business] Rewards: Program terms

1. Who can join. The program is open to [customer types, for example business accounts and their authorized users] with an account with [Your business].

2. How you earn. You earn points on eligible orders placed in our app or customer portal, at the rates and under the conditions we publish. Orders placed at the counter or by phone do not earn points. We may offer extra points on selected items, categories or brands for a limited time. Earning may depend on the payment method, how quickly an invoice is paid, the order value and other conditions we publish, and may be limited per order, per customer or per campaign.

3. Who earns. Points are earned by the account or by individual users, as we set for your account.

4. Redeeming points. Points can be redeemed only as we describe in the program, for [what points can be redeemed for]. Points have no cash value, cannot be exchanged for cash and cannot be sold or transferred.

5. Refunds and returns. If an order is refunded or returned, the points earned on it are reversed in proportion to the amount refunded.

6. Adjustments. We may correct errors. Corrections are recorded as adjustments with a reason.

7. Expiry. [Points expire after [period] / Points do not expire.] We will warn you before points expire.

8. Misuse. We may withhold, cancel or reverse points and may remove an account from the program if we reasonably believe points were earned or used through fraud, abuse or breach of these terms.

9. Changes and ending the program. We may change the program or end it at any time. If we end it, we will give you [a redemption window / notice], and points not redeemed in that time are forfeited.

10. Questions. Contact [contact details].

This is a general template, not legal advice. Fill in the brackets and have your lawyer review it before you use it.

Try it

See Rewards in a demo

Walk through the rules, the app and portal earning and the points ledger with our team, on your own catalog.

Book a demo

Works with

Common questions

Is this a rewards program for building suppliers?

Yes. Rewards are built for lumber yards, hardware stores and other building suppliers as contractor incentives that you control, with points aimed at the person who chooses where to buy rather than a consumer-style loyalty scheme.

What happens on a refund?

Points reverse proportionally to the amount refunded.

Can an employee earn on company spend?

Yes, if you choose. That is the whole point in B2B: the person who picks the supplier is often not the person who pays.

Is this a liability?

Outstanding points are tracked and reported, with a liability report for your accountant. Points are never redeemable for cash.

Can we turn it off?

Yes, with a forfeit or a redemption window.

Do points work across our locations?

Yes, within your business.

Turn phone orders into app orders

Book a Demo