Setting Up Custom Job Finished Texts
Step 1: Log into Housecall Pro and go to Settings
Once logged in, click on Settings in the upper-right hand corner of your screen.
Step 2: Click Communication
Under Communication, click Text Messages.
Step 3: Enable the Job Finished Text option and edit the link
Toggle the Job Finished Text to enable it. Then click the edit button to make changes in the text box. From here, simply copy and paste your Shorten Review Link and save the changes.
You're all set with your job finished survey form via SMS!
Notes:
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Setting Up an Automated Email Campaign
Now, let's talk about Housecall Pro's Email Automation app and how you can set up an automated email which has your customer's review link after a job is completed.
To set up an automated email campaign after a job is completed follow these steps:
Click the My Apps icon in the top right corner of your account.
Select the Email Automation app.
Click the green '@ + Email Campaign' button in the top left corner.
Choose 'AFTER JOB COMPLETES' to send the email once the job is finished.
Go to the 'Content' tab to add your email’s subject and body. Customize the content as needed for a post-job follow-up, and don’t forget to include the Shorten Review Link.
Next, name your campaign and set a rule for when the email will be sent. In the 'Rule' tab, give your campaign a name and select when you want the email to be sent after job completion. Once you're done, click 'Start' in the bottom right corner to launch your campaign.
And that’s it! Your automated follow-up email is now ready to go.