Review-request automation
When a residential job closes, the customer gets one review request with the direct link, and jobs with an open complaint go to the manager first.
Happy customers say thanks and leave. Unhappy ones find the review page on their own. The office asks for reviews when someone remembers, which is rarely, and the profile shows it.
- 01Trigger
Residential job closes
The CRM marks the job complete under the business's rule, with no complaint flag.
- 02Qualify or process
Check the job
Complaints go to the manager; commercial, insurance, and already-reviewed customers are excluded.
- 03System update
Log the request
The request and any reminder are recorded on the customer.
- 04Customer communication
One request, one link
A short message with the direct review link, and one reminder at most.
- 05Human escalation
A person responds
New reviews alert the office; a person writes every response and handles every complaint.
- 06Measurement
Requests to reviews
Requests sent, reviews received, and response time to new reviews, monthly.
Best for
- Businesses that do good work and have fewer reviews than they should
- Companies where asking for a review depends on the technician remembering
- Owners who want the ask to happen the same way on every job
Trigger
A residential job is marked complete, or complete and paid, per the business's rule, with no complaint flag on it.
Inputs
- Job status, job type, and completion date
- Customer contact details
- The complaint or dispute flag on the job
- The direct review link and whether this customer has been asked before
Actions
- Wait the delay the business sets after completion
- Send one approved text or email with the direct review link
- Send one reminder if the link was not opened after a set number of days
- Log the request on the customer record
- Alert the office when a new review appears so a person can respond
Outputs
- A review request on every qualifying job, logged
- Alerts for new reviews so responses happen quickly
- A monthly count of requests sent and reviews received
Human handoff
A person writes every review response. Nothing posts on the business's behalf. Jobs with an open complaint go to the manager so the problem gets solved first; the customer is never blocked from leaving a review.
Exceptions
- A job with a complaint flag routes to the manager instead of the request queue
- Commercial and insurance jobs are excluded or get a different message
- A customer who has already left a review is not asked again
- Customers who have opted out of messages are excluded
Required access
- CRM access to read job status and write activity
- The direct review link from the Google Business Profile
- Texting or email from the business identity
Important limitations
- Review platforms prohibit incentives and selective solicitation; the request goes to every qualifying customer and offers nothing in return
- Platform policies on review requests change, so the wording and timing are reviewed against them
- Business texting requires carrier registration (A2P 10DLC) before the first request
- JobNimbus
- GoHighLevel
- Google Business Profile
- Jobber
- JobNimbus
- GoHighLevel
- Google Business Profile (validate first)
- Jobber
About one to two weeks, including carrier registration for the texting number
$2,000 to $5,000
The range for the tier this workflow usually falls in. Your number comes in a written scope. Pricing →
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