Housecall Pro Blueprint to Success Workshop
If you're looking for more advice on how to effectively use Reviews, along with other great features, register for the Housecall Pro Blueprint to Success Workshop!
Getting Started with Reviews
Reviews help you automatically collect and manage customer feedback to build a stronger online reputation and grow your business — all in one place.
By automating review requests and centralizing responses in a simple dashboard, Reviews saves you time, builds trust with real customer stories, and boosts your online visibility to help grow your business. Stay organized, respond faster, and turn positive feedback into a powerful tool for winning more jobs.
Access Reviews
Reviews is located in the Marketing Center of Housecall Pro. Just click the Marketing tab in the top navigation bar of your Housecall Pro account, then select Reviews from the menu on the left.
Set Up and Send Review Requests
Review requests are automatically sent when a job is completed. To view and manage responses, make sure your Review Dashboard is set up.
Navigate to Reviews by clicking Marketing in the top navigation bar of your Housecall Pro account and selecting Reviews from the left menu.
Then, click the Set up reviews button in the middle of the page.
You now have the option to connect Facebook, Google, or to skip.
To connect to Facebook or Google, learn more: https://help.housecallpro.com/en/articles/2748926-connect-google-my-business-and-facebook-to-reviews
If a Pro skips the Facebook & Google set-up steps, you will go to your Reviews Dashboard.
Understanding Your Reviews Dashboard
Your Reviews Dashboard gives you access to all previous reviews and important analysis to understand your customer feedback.
Total Reviews → Counts all reviews collected by your customers across both Housecall Pro & Google Reviews of all time (including all previous Google Reviews), all platforms.
Reviews by Platform → See the total number of reviews with your average rating by platform.
View Activity → See all recent activity of emails and texts that have been sent to customers.
Edit distribution → Control the percentage of reviews directed to Housecall Pro, Google, and Facebook platforms based on preferences or business goals.
Bulk request → send review requests via email to multiple customers at once.
Recent Reviews → see reviews listed by most recent with key information like their name, date of review, the employee that worked with the customer, review, source, and the review comment.
Reply → You can reply directly to the Review, and it will post to the public on both Facebook and Google. (Note: this is a Premium Review feature only.)
Feature → If you favorite a review, only for HCP Reviews on a HCP Website (for HCP Website Pros only).
Tool → Takes Pro to the job that the review was sent from.
Access Your Reviews Settings
To get to your Reviews settings:
First, go to your account settings by clicking the gear icon in the top right corner of your screen.
Then, select Reviews from the Settings menu on the left.
The Reviews section allows you to edit everything about your reviews, including:
Active → toggle on or off automatic emails to collect Reviews after you finish a job.
Connect your accounts → Connect your Google or Facebook account. Learn more here.
Send a review request when → Update Review send timing to when a job is finished or paid.
Select Job is finished to send review requests once Finish has been selected on the job.
Select Job is paid to send review requests once your customer pays their invoice.
Exclude specific tags → Exclude specific tags to not receive Review requests.
Customers → add a Customer Tag to the profile of a customer you don’t want getting Review requests.
Jobs → add a Job Tag so specific jobs won’t receive a request.
Notifying Customers → Update notification settings to send to customers even with notifications off.
Add reviews to my website → Add reviews to your HCP Website (only available to HCP Website Pros).
Link to this page → This is your review page for all of your Housecall Pro reviews. You can use this URL to add to your website. Learn more here.
Review Email & Text Preview
You can preview the email and text that is being sent out by adding yourself as a customer and going through the job process. You are unable to edit the email or text at this time.
Email Preview | Text preview |
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Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.