Customer reviews and reputation requests

Requests customer feedback by email after completed work when the business deliberately enables review requests. Automated review requests never send SMS.

Use the review workflow to request feedback after completed work and keep received feedback associated with the customer and job.

Before you start

Availability: Starter plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Where to find it: Customers > Reviews.

Configure the business's review destination, message and delay, and deliberately enable review requests when appropriate.

Using this guide in United Kingdom

  • Set your business country in Business settings before entering customer addresses or preparing documents. The country selected on the public website does not change an existing business.
  • Check the business currency (GBP), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.
Review-request settings show how the business prepares its review workflow. There are no fabricated customer reviews or testimonials in this example.
Demo screenshot. Review-request settings show how the business prepares its review workflow. There are no fabricated customer reviews or testimonials in this example. Select the image to view it at full size.

Step by step

  1. Open Reviews at /reviews.
  2. In Business Settings > Reviews, configure the destination, message and delay, then deliberately enable review requests.
  3. Eligible completed jobs create an email request immediately or after the configured delay. Review the settings before enabling; there is no universal per-message approval step.
  4. Track which customers were asked and what came back.

Worked example

Complete an eligible job with review requests enabled, then inspect the request outcome and received feedback in the review workflow.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Check the intended customer, job, destination and request status. A failed request must not be mistaken for delivered feedback.

Limits and troubleshooting

Automated review requests use email only, never SMS, and are off by default. A configured immediate request can send at completion; there is no universal per-message manual approval step.

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