Request job reviews from customers
Customers can rate and review the work carried out by your company. Once a job has been sent to a technician, you can send a job review request to the customer. The job review contains a link to a survey. Job review requests are enabled by default and can be customized.
When the customer completes a review, you can see the results on the Ratings and reviews dashboard. You will also receive a job review alert for 1-3 star ratings. This alert is enabled by default.
This article describes how to:
-
In Scheduler, go to the Jobs tab
.
-
Find the job you want to request a review for and click the three dots
beside the technician’s name.
-
From the menu, click Request a job review.
-
In Scheduler, select a job card.
-
In the Job panel, click the three dots
-
From the menu, click Request job review.
To disable the alerts you receive when a customer submits a review:
-
In Scheduler, click the Settings icon
.
-
Under Account settings, click Job alerts.
-
Under Job review, select the checkbox to disable the alert.
Note
When you disable alerts, you still see ratings and reviews on the dashboard.
You can see all the job reviews you received on the Ratings and reviews dashboard.
To access the dashboard, choose the Ratings and reviews icon .
On the dashboard, you see the following:
-
Overall company rating
-
Top technicians
-
Job reviews
To download a CSV of all the ratings and reviews submitted, click DOWNLOAD CSV.
Customize the notifications sent to your customers asking them to rate and review your jobs.
To add your own message and branding:
-
In Scheduler, click the Settings icon
-
Click Email and text messages > Customers.
-
Beside Job review, click EDIT.
-
Add placeholders to email and text messages, and edit the body copy.
To request review for multiple jobs:
-
In Scheduler, go to the Jobs tab
-
Select the jobs you want reviewed. To select all un-reviewed jobs on the current page, open the drop-down menu and choose Ready for review.
Note
You can do this one page at a time only.
-
Choose Request Review.
-
In the confirmation dialog box, choose Request.