1. Feedback


Have you ever wanted to hear what customers think about your business. Setup feedback communications to get instant responses and ratings on jobs you have completed.

Setting up feedback communication to customers

There are 2 triggers that we suggest that you setup to send and receive feedback from your customers.

Send feedback email to customer

We suggest that you send the feedback email to your customers when the work is completed.


  1. Go to Settings->Triggers and select the trigger called Work Completed.
  2. When the trigger is open, click on the “Add Another Action” button at the bottom of the right column.
  3.  In the “Notification Type” block select “Customer Contacts For Job Card”. This will send the email to the contact that is assigned to the Job Card.
  4. Tick the “Send Email” box.
  5. Select “Feedback” in the “Message Template” field.
  6. Click “Save” at the top right to complete the process.

Receiving the feedback from customers

The second trigger we suggest you create is an email that will tell you what your customers response is.

  1. Go to Settings->Triggers and click “Create”.
  2.  For the “Trigger Module” select “Customer Zone”.
  3. Provide a name for your trigger – for example “Feedback Response”.
  4. For the “Trigger Rule” select “Customer Zone Feedback”
  5. In the column on the right, select “Employee” as the notification type.
  6. Select the employee you want to receive the feedback.
  7. Tick the “Send Email” box.
  8. Select “Feedback Notification” in the “Message Template” field.
  9. If you want to send this feedback to more than one employee, click on the “Add Another Action” button.
  10. Click “Save” at the top right to complete the process.
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