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Customer Surveys

Three Questions. More Five-Star Reviews. Fewer Surprises.

Dispatch short star-rating surveys upon job completion, funnel high ratings directly to Google and Facebook, keep complaints internal, and attribute feedback to assigned crews.

SMS or email delivery · Configurable score threshold · Crew-level reporting

01 · High completion rates

Capture Maximum Customer Feedback with Zero Survey Fatigue

Maximize response rates with a concise, mobile-friendly three-question star evaluation.

  • Cap customer evaluations at three questions to respect client time and prevent mid-survey abandonment.
  • Deploy industry-standard default rating questions or customize prompts for specific service trades.
  • Collect qualitative compliments and constructive suggestions with an optional open-comment field.
02 · Reputation protection

Channel 5-Star Reviews to Google While Catching Complaints Privately

Route top ratings directly to public review platforms while capturing critical feedback privately for management resolution.

  • Establish custom rating thresholds to control when public review links are presented.
  • Direct clients scoring at or above your threshold straight to Google and Facebook review profiles.
  • Suppress public links on sub-threshold ratings and alert managers internally to resolve disputes.
03 · Repeat retention

Reward Customer Feedback and Lock In Their Next Booking

Incentivize survey completions and drive repeat bookings by delivering automated promotional discount codes.

  • Highlight promotional rewards directly in survey invitations to increase submission rates.
  • Generate and email personalized discount coupons automatically upon survey submission.
  • Incentivize fast re-bookings by providing satisfied clients with immediate discounts for their next visit.
04 · Hands-free delivery

Request Reviews at the Peak of Customer Satisfaction via SMS or Email

Dispatch automated review requests the moment field technicians check out or invoices are marked paid.

  • Trigger automated survey requests through the Automations module on job completion or payment.
  • Deliver invitations via SMS, email, or both channels based on individual customer preferences.
  • Dispatch one-off survey invitations on demand directly from finalized invoice records.
05 · Operational accountability

Tie Customer Feedback Directly to Assigned Field Crews

Link client ratings to assigned technicians to track individual performance and coach field crews effectively.

  • Attribute survey responses automatically to the technicians and field crews assigned to the work order.
  • Roll customer scores into cumulative employee performance metrics and individual technician profiles.
  • Filter feedback history by date range, technician, service crew, or customer account in the survey locator.

Ask at the Right Moment, Every Time

Set your three questions and your threshold once, and the reviews start showing up where customers look.