Review requests

Finish a job, move it to Job Won, and the review request goes out on its own. That one move is what asks your customer for a review. If you do nothing else in the app, do this.

How to send a review request

1. Open Opportunities. Every job is a card there.
2. Find the job you just finished.
3. Drag the card to Job Won.

That sends your customer a review request, automatically. You don't write it or send it yourself.

Seeing what went out

Open Reputation. Requests shows every review request we sent and whether it was opened. New reviews appear as they come in.

Replying to reviews (Automated Front Office)

Reviews shows every new review with an AI-drafted reply waiting for you. Read it, change anything you want, and approve. Nothing posts until you approve it.

Make it a habit

• Move each finished job to Job Won the same day, while the job is fresh for the customer.
• Check Reputation when new reviews come in.
• On Automated Front Office, read and approve the drafted replies.

Texts and email

Texts under your business name turn on once the carriers approve your number, which we submit for you. Email replies run from day one.

Questions

If a request didn't go out the way you expected, reply to any SwitchPoint email or use the Help link in your app.