If you'd like to collect customer feedback or online reviews upon completion of each job, you can easily do this using Reminder Presets. You will want to make sure that the customer settings are configured correctly, if you're unsure, check out this article!

Step 1 - Create an email template

Go to My Office > Communication Templates and create a new template under the "Job/WO Email" category.

Optional: You can include any job-specific information using tags. For example, you can include the primary technician's name, the scheduled job date or the job description.

Insert the rating images and link them to the review site or the feedback collection form on your website.

To link the images to an external site (e.g. a review site or your website), click the hyperlink menu button on the editor and insert the link into the URL field.

Step 2 - Preview your email template

Step 3 - Add template to a reminder preset

If you are already using Reminder Presets for jobs, simply add this new template as an additional reminder. Otherwise, create a new preset and include the newly added review request email in it.

Set the reminder as follows. You can specify for this reminder to go out the day after or several days after the scheduled job date and time.

Once saved, the reminder should appear on the list.

Save your reminder preset.

If the "Set as default" toggle is set to yes, each time you create a job all three reminders will be automatically loaded.

Resources

To download any of the below images for your use within Service Fusion, simply right-click and select "Save image as" or click here to download all images at once (ZIP file).