Create contact and send review request after service visit
Create contact and send review request after service visit
Your service jobs lack saved customer profiles, forcing reps to re-enter contacts and delaying outreach. Create contacts and send review requests so customers receive prompts same day.
Overview
When service jobs don't create contacts, reps re-enter data and post-service outreach gets missed. This flow captures customers and sends a review request automatically, giving service advisors contact visibility and customers a prompt same day.