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!
Share Your Reviews with Customers
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.
To share your reviews with your customers:
Click the gear icon in the top right corner of your Housecall Pro account.
Select Reviews from the Settings menu on the left.
Click the My reviews site hyperlink to get directed to your reviews website.
Your customer-facing review page will look similar to what you see below.
You can choose which reviews appear on your reviews website (based on star rating) by clicking on the Show drop-down under Add reviews to my website and selecting from the following options:
Five stars only
Four stars and up
Three stars and up
Two stars and up
All reviews
No reviews
Please 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).
🛠️ Pro Tip: You can link to your reviews site by using a button on your website or iframe the page directly onto your website. This page will be updated in real time with new reviews you receive!
How to Set Up Exclusion Tags in Your Reviews App
If there are specific customers or jobs you’d like to exclude from receiving review requests, you can use exclusion tags in your Reviews settings.
To prevent review requests from being sent:
For a customer:
Add the exclusion tag to the customer's profile. This will prevent them from receiving review requests for any future jobs.
For a specific job:
Add the exclusion tag directly to the job. This stops a request from being sent for that job only.
Then, complete the setup in your Reviews settings:
Click the gear icon in the top right corner of your Housecall Pro account to open Settings.
Select Reviews from the menu on the left.
Under Exclude specific tags, enter the exact customer or job tags you want to exclude.
Press Enter after typing each tag to add it.
Please note: Customer exclusion tags can't be used on jobs, and vice versa. You must use a customer exclusion tag on customers and a job exclusion tag on jobs. However, you can add the same tag for both a customer and a job.
🛠️ Pro Tip: The job tag can be used for jobs with segments 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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