Request Review After Window Install
Automatically send review requests to customers immediately after window or door installation is marked complete, capturing feedback while the experience is fresh and boosting your online reputation.
When
Job Status Changed to Complete
Then
Personalized Review Request Sent
5 hours per week
Time Saved
300% more reviews collected
ROI Impact
To automate review requests after window installation, connect your project management system to a review collection tool that triggers when jobs are marked complete. The system automatically sends personalized review requests via email or SMS with direct links to Google, Yelp, or other platforms, typically waiting 24-48 hours after completion for optimal response rates.
How This Automation Works
Job Status Changed to Complete → Personalized Review Request Sent
Job Completion Detected
The system monitors your project management software or CRM for status changes. When an installation job is marked as complete with final sign-off, the automation immediately captures the customer information, project details, and completion timestamp to begin the review collection sequence.
Optimal Timing Delay Applied
A configurable waiting period (typically 24-48 hours) is automatically applied before sending the review request. This delay ensures customers have time to experience their new windows or doors while the positive experience remains fresh, maximizing the likelihood of detailed, enthusiastic reviews.
Personalized Request Generated
The system automatically creates a customized review request using the customer's name, specific project details (window type, number of units installed), installer name, and completion date. The message is formatted according to your brand guidelines and includes direct links to your preferred review platforms with pre-populated business information.
Multi-Channel Message Delivery
The review request is sent through the customer's preferred communication channel (SMS, email, or both). Text messages include a short, mobile-optimized link, while emails contain richer content with project photos, multiple review platform options, and detailed instructions. The system tracks delivery status and open rates automatically.
Response Monitoring and Routing
The system monitors customer responses and engagement. If a customer clicks through to leave a review, they're marked as complete. If no action is taken within 5-7 days, they're added to a follow-up sequence. Any negative sentiment detected in initial responses triggers an internal alert for immediate resolution before public review submission.
Automated Follow-Up Reminder
Non-respondents automatically receive a gentle reminder message 5-7 days after the initial request. This follow-up uses different messaging emphasizing the value of their feedback for other homeowners and typically includes a simplified one-click review option. The system prevents duplicate requests and respects opt-out preferences.
Review Collection and Reporting
As reviews are submitted on external platforms, the system can monitor and aggregate them into a central dashboard. Completed reviews trigger thank-you messages to customers, internal notifications to sales and operations teams, and automatic updates to customer records with review links and ratings for future reference and testimonial usage.
How It Works
Transform completed window and door installations into powerful marketing assets by automatically requesting customer reviews at the optimal moment. This process eliminates manual follow-up tasks and ensures every satisfied customer receives a timely review request. When your installation team marks a job as complete in your system, an automated sequence triggers personalized review requests via email or SMS, directing customers to your preferred review platforms like Google, Yelp, or industry-specific sites. The process includes smart timing delays to allow customers to experience their new windows or doors before requesting feedback, customizable messaging that reflects your brand voice, and automatic follow-up reminders for non-respondents. By systematically collecting reviews from every completed project, you build a robust online presence that attracts new customers, improves search visibility, and provides valuable feedback for service improvements. This approach captures reviews at a 3-5x higher rate than manual methods while freeing your team to focus on installations rather than administrative follow-up.
The Trigger
The process initiates automatically when a window or door installation job is marked as complete in your project management system, CRM, or scheduling software. This status change serves as the signal that the customer experience is ready for review collection.
The Action
A branded review request is automatically sent to the customer via their preferred communication channel (email or SMS), including direct links to your chosen review platforms, personalized details about their specific installation project, and clear instructions for leaving feedback.
Common Use Cases in Window door
- Residential window replacement companies automatically request Google reviews from every homeowner after installation completion, building a steady stream of 4-5 star ratings that dominate local search results and attract new customers through organic visibility.
- Commercial door installation contractors send automated review requests to facility managers and building owners after project completion, collecting testimonials specifically highlighting reliability, minimal disruption, and professional installation that appeal to commercial decision-makers.
- Full-service window and door showrooms trigger review requests for both product selection experience and installation quality, capturing comprehensive feedback that addresses multiple touchpoints in the customer journey and provides insights for both sales and operations improvements.
- Emergency glass repair services automatically request rapid review collection after same-day or urgent repairs, capitalizing on customer relief and satisfaction to generate highly positive reviews that emphasize responsiveness and emergency service quality.
- Custom window manufacturers send review requests after final installation of specialty products, timing the request to allow customers to experience the unique benefits of their custom solutions and generate detailed testimonials about design, energy efficiency, and craftsmanship.
- Franchise window installation operations implement standardized review collection across all locations, ensuring consistent reputation management and allowing corporate teams to identify high-performing locations and training opportunities through aggregated review data analysis.
Results You Can Expect
Dramatically Increase Review Volume
Automated review requests capture feedback from every completed job at the optimal moment, resulting in 3-5x more reviews than manual processes. Consistent review collection builds a robust online presence that differentiates your company from competitors and provides continuous social proof for prospective customers searching for window installation services.
Eliminate Manual Follow-Up Tasks
Remove the burden of manually tracking completed jobs, composing individual review requests, and following up with non-respondents. Your administrative team reclaims hours each week previously spent on review collection, allowing them to focus on customer service, scheduling, and revenue-generating activities instead of repetitive follow-up tasks.
Capture Feedback at Peak Satisfaction
By requesting reviews 24-48 hours after installation when customer satisfaction is highest, you capture more positive, enthusiastic feedback. This optimal timing prevents the dulling of positive impressions that occurs over time and ensures reviews reflect the excitement and satisfaction of the immediate post-installation experience.
Improve Search Visibility and Rankings
Regular review collection with fresh, keyword-rich content directly improves your local SEO rankings and map pack visibility. Google prioritizes businesses with recent, frequent reviews, meaning automated collection gives you a significant competitive advantage in local search results where most window installation customers begin their research.
Identify Service Issues Proactively
Systematic feedback collection reveals patterns in customer experience, allowing you to identify installation team training needs, product issues, or communication gaps before they damage your reputation. Pre-review satisfaction checks enable you to resolve concerns privately before they become negative public reviews.
Build Testimonial Library Automatically
Every collected review becomes a reusable marketing asset for your website, social media, proposals, and advertising. Automated collection with photo requests builds a comprehensive library of customer testimonials and project images that continuously strengthens your marketing materials without additional effort or expense.
Frequently Asked Questions About This Automation
The optimal timing is 24-48 hours after installation completion. This allows customers to experience their new windows while the installation is still fresh in their minds, resulting in more detailed and enthusiastic reviews. Some contractors add a secondary request 7-14 days later for customers who haven't responded.
Set Up Post-Installation Review Collection 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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