---
title: "Complete a survey while on the phone with the customer"
slug: "complete-a-survey-while-on-the-phone-with-the-customer"
tags: ["Area - Customer Notifications", "Focus - Construction", "Focus - Service Replacement", "Role - CSR Dispatch", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T03:14:34Z
published: 2026-10-15T03:14:34Z
canonical: "help.servicetitan.com/complete-a-survey-while-on-the-phone-with-the-customer"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Complete a survey while on the phone with the customer

## Overview

If a customer hasn't responded to the job completion survey email or text, you can follow up with the customer on the phone.

## Complete a survey

Fill out a survey while on the phone with the customer:

1. Navigate to the job and click the dropdown arrow on the blue Job Actions button.
2. Select **Take Survey**.
3. Record the customer’s response (and any comments the customer might have).
4. Click **Save**.

![Customer feedback survey asking for rating and comments on service experience.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/complete-a-survey-while-on-the-phone-with-the-customer-image-26fzf3oc.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A05Z&se=2026-11-09T12%3A30%3A05Z&sr=c&sp=r&sig=5xFGGboUbKVNbXTsdVpCDYIbGgu%2BZEI39d%2BIlGIPy%2F0%3D)

## Want to learn more?

- See [Customer notifications](/residential-s-r/docs/customer-notifications-home)