Add completed project to customer review invitation list

Completed projects aren't sent survey invites, so homeowner feedback and referrals are missed. Add customers to a survey queue so you capture feedback within one business day.

Overview

When finished-job contacts never reach your review platform, you miss referral momentum and proof of quality. This workflow captures project customers, computes project value, and queues survey invites so office admins and project managers get verified feedback within one business day.