Growth & Communication | Workspace
Collect reviews and customer referrals
Ask at the right moment, route feedback responsibly, and reward referrals according to your rules.
Sign in to your company workspace to use the related controls.
What this section includes
- Choose the trigger
- Configure the request
- Test the customer path
- Launch the referral program
- Track and fulfill
Start-to-finish instructions
Choose the trigger
Ask after a successfully completed job or resolved service issue, not during an unresolved complaint.
Configure the request
Use your business name, preferred review destination, delay, and approved email or SMS template.
Test the customer path
Verify the link, mobile experience, thank-you message, and internal notification.
Launch the referral program
Set eligibility, reward, limits, terms, tracking, and the sharing message.
Track and fulfill
Review requests, submitted reviews, referral source, qualified jobs, and earned rewards.
Helpful tip: Do not offer incentives that violate a review platform’s rules. Referral rewards and review requests are separate.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.