Review & Referral Requests

The automation watches for new completed repair jobs in the work order system. It captures the job ID, customer contact info, repair type, and any technician notes.

The automation retrieves full job details and customer profile from the work order system and CRM, including repair cost, duration, and any previous review or referral history.

The automation analyzes technician notes, repair complexity, and customer history to predict satisfaction level and determine whether to send a review request, referral request, or both. It flags any jobs requiring manual review.

For high-confidence satisfaction predictions, the automation sends a personalized review request email with a direct Google review link and a brief thank-you message.

For customers identified as strong referral candidates, the automation sends a separate SMS or email requesting referrals, including the referral incentive details.

The automation creates a contact record or activity log with the request type, timestamp, and contact method, creating a searchable audit trail.

The automation schedules an automatic follow-up message to be sent 7 days later if no response is received, and notifies the team of any high-value referral leads.