Help project managers capture customers for review invites

Project managers miss finished-job customers, causing missed reviews and delayed outreach. This workflow adds customers to your reputation list after job completion, so review requests go out promptly.

Help project managers capture customers for review invites

Overview

Project managers lose valuable reviews when finished-job customers fall through manual cracks. This workflow captures customers at job completion and triggers review invites and outreach, ensuring review requests go out promptly and eliminating missed follow-ups.

Notable Features

  • Capture finished-job customers automatically
  • Enrich contact info for reviews
  • Trigger review invites and reminders

Help project managers capture customers for review invites