Implementation: Booked Job Review Trigger
Ask for the review the day the job wraps up.
A field service platform already knows the exact moment a technician marks a job complete. This workflow uses that moment, not a sales pipeline stage, to trigger a review request while the work is still visible in the driveway or on the kitchen counter.
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What this workflow covers
The job status, the technician field, and the early close.
The field map
A job status changing to Complete, or the platform's own equivalent label, carries the customer's contact info, the service type performed, and the assigned technician or crew. Some review request templates use that technician field to personalize the ask by naming the person who did the work.
A contact record separate from any CRM
A business running both a CRM and a field service tool has two contact records that can drift out of sync over time: one on the job, one on the deal. The review request uses whichever record the automation is actually watching, so keeping that specific one current matters most.
Where the data enters
Most field service platforms offer a native integration or a webhook that fires on a job status change, picked up by a connected send tool to deliver the request after a short delay, commonly the next morning rather than the same evening the job finished.
How failures surface
A job marked Complete by a technician before the work is actually finished, common on a multi-day job closed out after only the first day, triggers a request for a job the customer doesn't yet consider done. A job cancelled and rebooked under a new job number can also fire a request tied to the wrong, cancelled job.
Where a job-based trigger differs from a CRM one.
This is a different signal than a CRM stage, even at one business
A job status inside a field service platform and a deal stage inside a CRM are two separate records, sometimes on two entirely separate systems. A business running both needs to pick which one is the real signal to ask for a review, because watching both can fire two requests for a single job.
Naming the technician raises response, but needs clean data
A template that mentions the technician by name only works if that field on the job record is filled in and spelled correctly every time, which comes down to dispatch discipline in the field far more than anything the automation itself controls.
Multi-day and recurring jobs need their own rule
A single-visit job has one clean completion point to trigger on. A multi-day install or a recurring maintenance contract needs a decision about which specific completion actually counts as the moment to ask, or the request fires at the wrong point in a longer relationship.
We confirm what the platform's own status label means
One platform's Complete and another's Closed or Invoiced can describe slightly different operational moments. We confirm what your specific field service platform means by its own status label before wiring a review request to that status.
How we set it up.
01
Confirm what Complete means in your platform
We check the exact status label your team uses and what operationally triggers it, not just what the platform calls it on screen.
02
Set the delay and personalize the message
We agree the delay after job completion and decide whether to name the technician or crew directly in the request.
03
Test against a real job
We run a real or simulated job through to completion and confirm the request fires exactly once, correctly timed, before it touches a live customer.
Booked job to review request FAQ.
We help you pick a single source of truth for this specific trigger. Running both a CRM stage trigger and a job status trigger at once, unmanaged, tends to send two separate requests for the same underlying job.
Yes, and it tends to raise the response rate. It only works reliably if your team consistently fills in the assigned technician field on every job, which is a dispatch habit more than a setting we control.
We decide with you which specific completion counts as the trigger point, the final visit or a set milestone in the contract, so the request doesn't fire at an awkward moment mid-project.
A short delay before sending gives your team a window to catch an early mark and correct the status before a request goes out for work that isn't actually finished yet.
Yes. Name your field service platform and how job status changes today, then request a proposal instead. We'll turn that into a scoped trigger plan within one business day.
Ask for the review the moment the job is actually done.
We'll confirm what Complete really means in your platform, set a delay that respects the work, and test the trigger on a real job before it reaches a real customer.