Not all your customers have Gmail or Facebook accounts, but we still want them to have the ability to provide you feedback on your wonderful service! These customers are directed to a page specific to your business to leave their reviews, which you can view and share with others. These reviews are great for employee management as they are tied to a specific job with that customer & make great content for your website.
Click the 'My Apps' icon in your navigation bar
Click the 'Reviews' icon
Note: The Reviews icon will only appear if you already have Reviews enabled.
Click the 'Settings' icon (gear) on the far right corner
At the bottom of the settings panel, you can click on My reviews site to get directed to your personal page
You can choose which reviews you want to automatically show up on this site (based on star rating) by clicking on the menu above the site titled Show
NOTE: Although you can choose to display specific reviews by rating, the overall rating will still be based on ALL reviews (including those not displayed in detail).
Your customer facing review page will look similar to what you see below.
You can link to this page using a button on your website or iFrame the page directly onto your website. This page will be updated real-time with new reviews you receive!
How to Set Up Exclusion Tags in Your Reviews App
Learn how to use tags to determine who does or doesn't receive a review request through job tags and customer tags.
If you have customers or specific jobs that you would like to stop from receiving review requests, you can utilize the exclusion tags in the reviews app.
Once you have the Reviews app activated you can then click on My Apps > Reviews.
Once in the Reviews app you will want to click on the setting gear icon located in the top right corner of the page.
A sidebar will pop out and you will see a section for excluding specific tags. Here you can enter any tags that are already in another section of Housecall Pro or create new tags. You can use multiple tags as well.
If the exclusion tag is for a customer, then you can add a customer tag to their profile and exclude them from getting requests on any jobs moving forward.
If the exclusion tag is used for job tags, you can choose specific jobs to exclude from receiving a request.
Customer exclusion tags can't be used on jobs, and vice versa. You must use a customer exclusion tag on customers, and job exclusion tag on jobs. However, you can add the same tag for both a customer and job.
The job tag can be used for segmented jobs as well. If you only want a review request sent on the last segment, use exclusion tags for all the segments leading up to the last one.
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