Job complete: thank you and review request¶

The best time to ask for a review is a few days after a job well done, and nobody in a busy trade business remembers to. This workflow hangs off the status change your team already makes.

The Job complete: thank you and review request workflow on the canvas: Status changes, then Job complete?, then Thank-you text, then Wait 3 days, then Ask for review, then Next service

Before you start¶

A client status for a finished job (the demo account calls it Job Complete)

The workflow¶

Step	Task	Type	What it does
1	Status changes	CRM Trigger	Starts whenever a client’s status changes
2	Job complete?	If Statement	Continues only when the new status is Job Complete
3	Thank-you text	SMS	Thanks the customer and invites them to flag problems
4	Wait 3 days	Delay	Lets a few days pass
5	Ask for review	Email	Asks for a review, with your review link
6	Next service	Workflow Note	Reminds the office to set the next service date

About the variables

Values such as {{task_36355_…}} carry the number of the task they come from, so yours will differ. Do not type them: click into a field and pick the value from an earlier task.

1. Status changes¶

Task: CRM Trigger. Starts whenever a client’s status changes.

Field	Set it to
Trigger Type	`Client Field Change`
Target Field	`client_status`

2. Job complete?¶

Task: If Statement. Continues only when the new status is Job Complete.

The If Statement task named Job complete?, opened to its settings

Field	Set it to
Condition	`{{task_36355_status_changed_to}}` exactly matches `Job Complete`

3. Thank-you text¶

Task: SMS. Thanks the customer and invites them to flag problems.

Field	Set it to
Client	`{{task_36355_client_id}}`
To (phone number)	`{{all_contacts}}`

Message

Thanks for choosing Neverland Home Services. Your technician has marked the job complete. Anything not right? Reply to this text and we will sort it out.

4. Wait 3 days¶

Task: Delay. Lets a few days pass.

Field	Set it to
Delay Type	`Specified Time`
Days	`3`

5. Ask for review¶

Task: Email. Asks for a review, with your review link.

Field	Set it to
Outgoing Email User	Wendy Darling
Client	`{{task_36355_client_id}}`
To	`{{all_contacts}}`
Subject	`How did we do?`

Body

Hi,

Thank you again for having us out. If you were happy with the work, a short review helps other homeowners find us:

https://example.com/review

If anything was not up to standard, reply to this email and it comes straight to the owner.

Kind regards,
Neverland Home Services

6. Next service¶

Task: Workflow Note. Reminds the office to set the next service date.

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36355_client_id}}`
Note Type	`Note`
Priority	`Low`
Due Date	`In One Week (8AM)`
Tag Users	Wendy Darling
Message	`Job complete and review requested. Set Next Service Due on the client and offer the maintenance plan.`

Make it yours¶

Replace the link in Ask for review with your own review page.
Add an Edit a Client task that sets a next-service date field a year ahead.