Requesting reviews and referrals after a completed job depends on someone remembering to pull the job list, check eligibility, write a personal message, and track responses by hand. When this happens inconsistently, eligible customers are missed and referral leads slip through unnoticed.
An automated version reviews completed jobs, filters out ineligible ones, drafts and sends each request, and watches for new reviews. It logs every touchpoint and flags the customer and reward whenever a review or referral needs a personal thank-the team.
The full workflow, from trigger to completion.
Status change fires the workflow for that customer record.
Checks for open complaints, unpaid balance, or a prior request before continuing.
Writes a review and referral message referencing the job type and technician name.
Message goes out by email and text with a direct link to leave a review.
Customer, job, and send date are recorded automatically in the tracker.
If no review appears within 5 days, a single reminder goes out automatically.
Once a review posts or the follow-up window closes, admin gets a alert with the customer name so they can send the thank-you gesture.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
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