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How to automate review requests after completed jobs

How contractors can tie review requests to job completion without unsupported proof or awkward manual chasing.

Direct answer

Review request automation sends an approved review request after a job is marked complete, while also creating internal summaries and follow-up tasks when needed.

Use job completion as the trigger

The cleanest trigger is a job completion status, completed invoice, or CRM stage update.

Keep timing practical

Review requests should be sent after the customer experience is complete and any service exceptions have been handled.

Connect internal reporting

Owners should be able to see completed jobs that did not receive a review request.

Related workflows

Questions

Article FAQ

Short answers for searchers and operators comparing this workflow.

Can staff approve review requests first?

Yes. Human review can be added for sensitive jobs or early rollout phases.

Next step

Find the leaks before another lead goes cold.

Book a workflow audit and identify where missed calls, slow follow-up, CRM leakage, and post-job review gaps are costing the business.