Customer Feedback Automation

Use the Customer Feedback Automation to automatically request feedback from your customers after they have paid their invoice.

First, enable the Automation by clicking the toggle switch. Click edit if you would like to change the default settings. (If you don't see the Customer Feedback automation in the list, click "New Automation" at the top right and select Customer Feedback from the list.)

When editing settings, you can choose how to send Customer feedback requests.

Choose how long to wait before following up after payment

Configure your message templates

Once you have setup the Customer Feedback automation, ServiceM8 will automatically send Customer Feedback requests via email and/or SMS. Requests will only be sent after the customer has paid their invoice and the customer has not already provided feedback for that job.

The customer feedback email will be sent by the staff member who invoiced the job (produced an invoice). 

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