Request customer reviews from the work order record

Overview

In the Customer Record, you can find the marketing reviews submitted by the customer. If a work order doesn't have a marketing review, you can send a review request to the customer directly from the work order record. This gives you the flexibility of following up on customer reviews as you're on the work order record. Please note, you can only see the verified work order reviews.

Who uses this feature

Marketing managers, business owners, and other marketers on your team
Applies to all business types
Applies to all trades

Feature configuration

To get started with Marketing Pro Reputation, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

You can send Review Requests to customers from the work order record only if the employees in the office created a manual trigger survey.

Request reviews

To request a customer review from the work order record:

Open the work order you want to request a review for.
On the work order record, go to the Reviews section to view the sent and received reviews.
If no survey is available, click Create Survey to create a survey to send to your customer.
If you have a survey, click Request Review. A confirmation pop-up opens.
Note: If the review request is sent, Request Review is inactive.
Click Confirm to send the review request to the customer.

View reviews

For each work order that a customer submits a review for, you can view it in the work order record:

Open the work order you want to view the customer reviews for.
If the review is not verified, verify it or match it to be verified.
On the work order record, go to the Reviews section, where you can find the verified customer review.
Note: Only verified customer reviews appear in the Review section.
To view details, click Go to Review.
Note: If the review request is sent and verified but the customer did not respond to the request, the review is labeled as Not Responded.