# Customer Review Request Workflow

Industry: Tradies
Difficulty: Beginner
Estimated setup time: 1-2 hours with job completion rules
Conservative time saved estimate: May save 30-90 minutes per week

Use this as a starting brief for an AI agent workflow. Review outputs before sending to customers or updating business records.

## Problem it solves
Happy customers may not be asked for reviews, while poorly timed requests can feel careless.

## Desired outcome
Completed jobs trigger a reviewed request and exceptions are held back.

## Best for
Trades teams that rely on local reputation and repeat referrals.

## What it automates
Completed-job checks, review request drafts, and exception flags.

## Tools needed
- Job management app
- Review platform link
- Email or SMS
- AI assistant

## Recommended real-world tools
- Podium: https://www.podium.com/
  - Best use case: Missed call follow-up, customer review requests, and local customer messaging.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21
- ServiceM8: https://www.servicem8.com/au/
  - Best use case: Quote requests, job booking, job notes, and field service admin.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21
- Jobber: https://getjobber.com/
  - Best use case: Job booking, quote follow-up, invoice reminders, and customer updates.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21
- Tradify: https://www.tradifyhq.com/
  - Best use case: Quote intake, job booking, invoice workflows, and trade admin.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21

## Setup steps
1. Define when a job is eligible for a review request.
2. Exclude complaints, callbacks, and unpaid disputed invoices.
3. Use short, honest wording with no incentive claims unless approved.
4. Track opt-outs and negative responses.

## Example prompt
Draft a short review request for a completed job. Keep the tone warm and professional, avoid pressure, and do not offer incentives.

## Human approval rules
- Review customer-facing messages before sending during the pilot.
- Escalate complaints, legal issues, financial commitments, safety issues, and uncertain answers.
- Do not allow the agent to invent facts, pricing, availability, or policy wording.
- Keep a log of reviewed outputs and corrections.

## Test plan
- Sample size: Start with 10-25 real examples before expanding.
- Success metric: Time saved after review, response quality, correction rate, and customer impact.
- Review questions: Was the source data accurate? Did the agent stay within policy? Did a person approve the right cases?
- Rollback plan: Pause automation, disconnect tool access, and return to manual processing if outputs are unreliable.

## Related pages
- https://nexusdirective.com/ai-agents-for-tradies/
- https://nexusdirective.com/tools/ai-agent-roi-calculator/

## Disclosure
Tool links are official website links and are not affiliate or sponsored links unless marked otherwise. Check official pricing and vendor terms before purchase.