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Facilities services: capture post-visit feedback

Facilities services: capture post-visit feedback

Salesforce administrators managing work orders miss feedback after records become Technician Completed, letting service issues go unnoticed. So support captures issues while the visit is fresh.

Facilities services: capture post-visit feedback

Overview

Missed post-visit feedback lets facility issues fester and customers escalate. This workflow routes completed work orders to feedback delivery so support captures problems while the visit is fresh, preventing missed follow-ups and creating a clear audit trail.

Notable Features

  • Trigger feedback when status changes
  • Delay to avoid premature requests
  • Attach feedback to contact record

Facilities services: capture post-visit feedback