Automations & AI

Automate review requests after every job.

Manual asking doesn’t scale. Automation does.

The problem with asking manually

You’ll ask the first 5 customers. Then you’ll forget.

Crews get busy. Owners get pulled in 10 directions. The review ask gets dropped from “every customer” to “the ones I remember.” Reviews compound. Forgetting compounds the wrong way.

The automated flow

Four steps. Set up once.

01
Job marked complete in CRM or invoice tool
The trigger. Could be QuickBooks, Jobber, ServiceTitan, or even a Google Sheet.
02
Wait 2 hours
Don’t ask the second the crew leaves. Let the customer feel the result first.
03
Send a text with a direct review link
One tap. Lands them right on the Google review form. No hunting.
04
Follow up in 3 days if no review
One reminder. Polite. Then stop. Over-asking is worse than not asking.

Why text beats email

Text gets 98% open rate. Email gets 20%.

If you only use one channel, use SMS. The review link is short enough that even a 160-character text works.

The takeaway

Every job, every customer, automatically.

Set it up once. Reviews stack forever.