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Review Request Automation

Automatically and consistently request reviews after completed work.

What It Is

Review Request Automation lets your team send review requests quickly after work is completed, without guessing who was contacted last.

Each customer record keeps request history and response signals so you can decide whether it is appropriate to ask again after a new service.

You can see trust signals from past behavior, including whether the customer opened prior requests, engaged, or ignored outreach altogether.

What You Can Do

  • Send review requests by SMS, email, or manual link directly from a customer record.
  • See when you last requested a review before sending another ask.
  • Use engagement history to gauge if a follow-up request is appropriate.
  • See trust signals such as opened, clicked, completed, or no engagement.
  • Avoid unsafe sends by respecting unsubscribed and blocked contact states.
  • On paid plans, choose destination platforms for requests such as Google, Yelp, or Cleann.org.
  • Manage review-request activity across customer and request views for daily follow-up.
Current Capabilities
  • Request reviews by SMS, email, or manual share link
  • Track request lifecycle and engagement history
  • Apply compliance and contact-channel controls
Why It Matters
  • More review volume from actual completed jobs
  • Higher trust signals for prospects evaluating your business
  • Safer outreach with built-in compliance rules

Accuracy Notes

Audience: Business owners and service teams

Send review requests easily and keep clear visibility on when you last requested feedback, so each new service visit can be handled with context.

This page reflects current app behavior and avoids speculative feature claims.