Ask customers for reviews

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Reports

Ask customers for reviews

Review links, the portal Leave a Review card, the Review request automation and the Reviews report.

Reviews gives customers one place with your review sites (Google, Facebook and the sites for your type of business), tracks who was asked and who clicked, and can ask after a Service. It is off until you turn it on in Settings > Modules.

  1. Open Reviews and click Settings. Paste your review link next to each site you use and tick Show. A site with no link never shows.
  2. The industry sites come from Settings > Company > Business Type (Lawn & Landscape: Angi, HomeAdvisor, Thumbtack, Houzz). Edit Industry Lists changes which sites each type gets.
  3. Add any other site under Your Own Sites, then click Save Reviews.
  4. Customers see the buttons on the portal Home tab (Leave a Review), after they rate a Service, and on the page their [review_link] opens.

Asking for reviews

  1. Automations > Review request asks after a Service is completed. It starts Off; turn it on when your links are in. Emails go out only while Automations sending is on.
  2. Timing, channel, wording and how often a customer can be asked are in Reviews Settings (once every 90 days and 2 a year to start).
  3. On a customer, the Reviews tab shows each ask and click, with Ask for a Review (same limits) and Never Ask This Customer.

Every customer sees the same review sites, whatever stars they gave. Clicks are counted through your own link; whether a review was actually posted isn't known. Texts wait until texting registration is approved.

Where and How

General Review Sites

Customers see the sites in this order; a site without a link stays hidden.

What It Does

Sets which review sites customers see, and in what order.

What It Changes

A site without a link stays hidden.

How to Use
  1. Paste each site's link.
  2. Set the order.
  3. Click Save.

Industry Review Sites ·

From Settings > Company > Business Type. Change the business type and this list follows it; links you filled in are kept.

Your Own Sites

Any other place you collect reviews. Fill in the name and link, then Save.

reviews.business_type_brings_own

Each business type brings its own review sites; edit the lists here.

What It Does

Edits the review sites each business type gets.

What It Changes

Every company with that type sees the new list.

How to Use
  1. Pick the business type.
  2. Add or remove sites.
  3. Click Save.

reviews.per_line_order_customers

One site per line, in the order customers see them; removing one hides it and keeps links already typed.

By Site

Marketing › Reviews

Which review sites your customers clicked, and how often.

What It Does

Counts clicks per site for the dates you pick.

What It Changes

Read only.

How to Use
  1. Pick the dates.
  2. Compare the sites.
  3. Change the order in Reviews settings to push the one you need.

Recent

Marketing › Reviews

The latest review asks and clicks, newest first.

What It Does

Lists each ask or click with the customer, channel and detail.

What It Changes

Read only.

How to Use
  1. Find the customer.
  2. Read What Happened.
  3. Open the customer to ask again.

General Review Sites

Marketing › Reviews › Settings

Big review sites like Google and Facebook that customers can pick.

What It Does

Lets you turn each site on and set its link and order.

What It Changes

Customers see the sites in this order on your review page.

How to Use
  1. Turn on the sites you use.
  2. Paste your page link for each.
  3. Click Save.

Industry Review Sites

Marketing › Reviews › Settings

Review sites for your kind of business.

What It Does

Lists sites picked for your Business Type.

What It Changes

Turned-on sites show on your review page. Your Business Type is in Settings › Company.

How to Use
  1. Turn on the ones you're listed on.
  2. Paste your links.
  3. Click Save.

Your Own Sites

Marketing › Reviews › Settings

Any other place you collect reviews.

What It Does

Lets you add your own sites with a name and link.

What It Changes

They show on your review page with the others.

How to Use
  1. Add the name and link.
  2. Set the order.
  3. Click Save.

From the same help as the card in the app.

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Updated 10/23/26

v1.4.461

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