Guides · The agents
Review requests
A friendly review request after each paid invoice, with your Google review link and one follow-up.
The review-request agent asks your customers for a review at a good moment: a couple of days after their invoice is paid.
- Open Reviews on your page and paste your review link under Review link and timing. For Google: in your Google Business Profile click Ask for reviews (or Get more reviews) and copy the link. Yelp, Facebook or any review page works too. Nothing goes out until the link is set.
- Choose how long to wait after payment (2 days by default) and whether to send one follow-up 5 days later.
- Paid invoices are picked up on their own (from QuickBooks, Jobber, Housecall Pro and the rest, your spreadsheet or file, the pay page, or Mark paid). You can also add customers one at a time or paste a list.
The rules it follows
- Everyone gets the same link. Review sites (Google included) don't allow asking only happy customers, or offering a discount or gift for a review. The agent never does either.
- Asked once: nobody is asked again within 180 days, and a customer with several paid invoices gets one request.
- Not in a dispute: a customer whose reply disputed an invoice in the last 60 days isn't asked.
- Stops on its own: opening the review link, or replying, stops the follow-up. Replies come to you (so you hear about anything that went wrong). STOP means no more emails.
- Business hours: requests go out in your business hours, from your own address, with your mailing address and an unsubscribe link at the bottom.
- Texts (optional): with the missed-call text-back's texting number, the first request can also go by text, if your customers agreed to texts.
Your page shows how many customers were asked and how many opened your review link in the last 30 days. We can't see whether they actually left a review: that's on the review site.