Send review request and add customer contact record
Send review request and add customer contact record
Your completed jobs don't create review requests or contact records, leaving follow-up inconsistent. Automatically send review invites and add contacts so follow-up happens same day.
Overview
Missed review invites and unrecorded contacts leave reps without referral-ready leads. This flow creates contact records and sends review requests automatically from completed jobs so reps can follow up and capture feedback same day.