Create review records and job notes from positive feedback

You get customer reviews with no job number, leaving feedback disconnected from service records. Captures reviews into jobs and posts diary notes so the owner can reconcile feedback same day.

Overview

When reviews arrive without a job number, you end up chasing records and missing quick follow-ups. This workflow captures incoming reviews, links them to the right job record, and posts a diary note so you and your accounts team can reconcile feedback and act same day.