Job complete to review request
Build a respectful review-request step into job closeout without losing customer context.
Updated September 25, 2026 · Difficulty: Low
Improved workflow
- Add a customer follow-up checkpoint to job closeout.
- Assign one owner and record whether the customer was contacted.
- Pause requests when a concern is open.
The problem
A completed job may never receive a thoughtful follow-up or review request.
Why it matters
The team needs to know that the job is complete and any open issue has been addressed before asking for feedback.
Expected operational benefit
More consistent, context-aware customer follow-up.
No financial outcome is assumed.
Current manual workflow
- Confirm job completion and customer contact details.
- Check for unresolved concerns.
- Send a concise, optional feedback or review request.
- Mark the follow-up complete.
Common failure points
- Requests are sent before an issue is resolved.
- Several team members send duplicate messages.
- The request is forgotten when the day gets busy.
Automation opportunities
- Create a follow-up task after a completed job is approved for outreach.
Potential tool categories
Job management · Customer messaging
Appropriate for
- Teams with a consistent completion and quality check.
Who may not need software yet
- Businesses that can manage a small number of requests from a closeout checklist.
Ask only after checking the job
The review request belongs after the completion and issue-resolution checks. Make it easy for a customer to decline or simply provide private feedback. Follow the rules of any review platform you choose to use.
Keep one owner
Record the date and channel of the request so the team does not duplicate outreach. A checklist is often enough; automation is useful when volume makes that checklist difficult to maintain.
Answer a short set of process questions and get an explainable starting point.
Use the Leak Finder