Request Review After HVAC Service
Automatically send review requests to customers immediately after HVAC service completion. Capture feedback while the experience is fresh and boost your online reputation with timely, personalized review invitations.
When
Job Status Changed to Complete
Then
Personalized Review Request Sent to Customer
5 hours weekly
Time Saved
300% more reviews
ROI Impact
To automate HVAC review requests after job completion, connect your job management system to a review collection tool that triggers personalized email or SMS requests when job status changes to complete. This captures feedback while the experience is fresh, typically increasing review volume by 200-400% compared to manual requests.
How This Automation Works
Job Status Changed to Complete → Personalized Review Request Sent to Customer
Connect Your HVAC Job Management System
Link your existing job management or field service software to the review collection system. This connection allows real-time monitoring of job status changes and automatically captures customer contact information, service details, and technician assignments when jobs are completed.
Configure Review Request Triggers
Set up the specific conditions that trigger review requests, such as job status changing to 'Complete' or 'Closed'. Add filters to exclude certain job types (like warranty work or service calls under $100) and configure timing preferences for when requests should be sent based on completion time.
Design Personalized Message Templates
Create branded email and SMS templates that include dynamic fields for customer name, service type, technician name, and job date. Write conversational, appreciative messages that take 30 seconds or less to read and include clear calls-to-action with direct links to your review platforms.
Set Up Multi-Platform Routing
Configure smart routing that directs customers to different review platforms based on your priorities. Set up Google Business Profile as primary, with Facebook and Yelp as alternatives. Implement sentiment detection to route potentially negative feedback to internal channels before public platforms.
Enable Follow-Up Sequences
Configure automatic reminder messages for customers who don't respond within 3-5 days of the initial request. Design follow-up messages with different messaging angles and ensure reminders are sent at optimal times (mid-morning on weekdays) for higher engagement rates.
Activate Monitoring and Alerts
Set up real-time notifications for your team when new reviews are received, especially negative feedback requiring immediate attention. Configure weekly summary reports showing review volume, average ratings, response rates, and technician performance metrics to track ROI and identify improvement opportunities.
How It Works
Transform your HVAC business reputation with automated review collection that captures customer feedback at the perfect moment—right after service completion. This system monitors your job management system for completed service calls and automatically triggers personalized review requests via email or SMS. By requesting reviews while the positive experience is fresh in customers' minds, you'll see higher response rates and more authentic testimonials. The system intelligently routes satisfied customers to your preferred review platforms (Google, Facebook, Yelp) while flagging negative feedback for internal follow-up before it becomes a public review. Include job-specific details like technician name, service type, and completion date to personalize each request. Set up automatic reminders for non-responders and track review performance across all platforms from a single dashboard. Perfect for residential HVAC companies, commercial service providers, and multi-location operations looking to build social proof and attract more customers through authentic reviews.
The Trigger
The system monitors your HVAC job management system and detects when a service call status changes to 'Completed' or 'Closed'. This includes routine maintenance, emergency repairs, installations, and inspection jobs. The trigger captures essential job details including customer contact information, service type, technician name, job date, and any custom fields you've configured.
The Action
A personalized review request is automatically sent to the customer via their preferred communication channel (email or SMS). The message includes specific job details, a direct link to your review platform of choice, and a warm, personalized thank-you message. For customers who don't respond within 3-5 days, an optional follow-up reminder is sent. All review requests and responses are logged in your CRM for tracking and analysis.
Common Use Cases in Hvac
- A residential HVAC company automatically sends review requests after AC repair and maintenance calls, generating 40+ new Google reviews monthly that helped them rank #1 in local search results
- A commercial HVAC service provider routes satisfied facility managers to LinkedIn recommendations while capturing detailed testimonials for case studies and marketing materials
- A multi-location HVAC franchise standardizes review collection across 15 locations, comparing performance between branches and identifying best practices that increase overall review ratings from 4.1 to 4.7 stars
- An emergency HVAC repair service sends time-delayed review requests (next morning) for late-night service calls, achieving 35% response rates by respecting customer timing preferences
- A full-service HVAC company segments review requests by service type, sending installation customers to YouTube for video testimonials while directing repair customers to Google, diversifying their social proof portfolio
Results You Can Expect
Dramatically Increase Review Volume
Capture reviews at the optimal moment when satisfaction is highest. Companies using automated review requests see 3-4x more reviews than those relying on manual outreach, building social proof that attracts new customers searching for reliable HVAC services.
Save Time on Manual Follow-Up
Eliminate the administrative burden of manually tracking completed jobs and sending individual review requests. Your team focuses on service delivery while the system handles all review collection activities automatically, from initial requests to follow-up reminders.
Improve Online Reputation and Rankings
Regular review activity signals to search engines that your business is active and trusted, improving local search rankings. More reviews with recent dates boost your Google Business Profile prominence, leading to increased website traffic and phone calls from prospective customers.
Identify Service Issues Quickly
Catch and address negative experiences before they become public reviews. Early detection of customer dissatisfaction allows your team to resolve issues proactively, turning potentially damaging situations into opportunities to demonstrate exceptional customer service and retention.
Boost Technician Accountability
Knowing that customers will be automatically asked for feedback encourages technicians to consistently deliver exceptional service. Performance tracking by technician reveals training opportunities and top performers, while recognition programs based on review scores improve team morale and service quality.
Increase Conversion Rates
Prospects reading authentic, recent reviews from customers who received similar services are significantly more likely to choose your company. A steady stream of positive reviews builds trust and credibility, reducing price sensitivity and shortening the sales cycle for new customers.
Frequently Asked Questions About This Automation
The optimal time is within 1-4 hours after job completion while the positive experience is fresh in the customer's mind. Studies show requests sent within this window receive 3x more responses than those sent days later. For evening service calls, schedule the request for the following morning between 9-11 AM when customers are more likely to engage.
Set Up Post-Service Review Automation in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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