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!
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.
You have two options to highlight these reviews:
Reviews Website Widget
External Reviews Site
Access your Review Settings
To share your reviews with your customers, first go to your Reviews Settings:
Click the gear icon ⚙️ in the top right corner of your HCP account to go to Settings.
Select Marketing Center from the Settings menu on the left.
Click the Reviews tab on the Marketing Center settings page.
Understanding Your Reviews Website Widget
You can embed your Reviews Website Widget within your Website. To view your Reviews Website Widget settings, click the Website widget tab.
To edit your settings, just tap the Edit button. You can customize:
Which Reviews are displayed
If you’d like your review replies to be viewed
To choose which Reviews are displayed, click the setting you’d prefer:
All Reviews → This shows full transparency and will highlight every single review you’ve received from HCP Reviews, Facebook Reviews, or Google Reviews.
Featured Reviews → This gives you the ability to highlight the best reviews or manually choose which Reviews are highlighted by clicking the “feature review” star on a Review within your Review Dashboard.
You can also choose if you’d like your Review replies to show up or not. Just toggle it on or off.
Make sure to click “Save” to keep your settings up to date.
To embed your Reviews Website Widget, scroll down to the HTML code that will populate below your display settings.
Just tap “Copy code” to copy and paste it to your website.
Your Reviews Website Widget will look similar to what you see below, or you can click here to see our sample site.
Understanding Your External Reviews Site
Your External Reviews Site is the location for all of your Reviews as a standalone URL. You can edit your External Review Site settings within the Reviews Website Widget settings.
Click the external reviews site hyperlink to get directed to your reviews website.
Your customer-facing review page will look similar to what you see below, or you can click here to view our sample site.
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:
Under Exclude specific tags, enter the exact customer or job tags you want to exclude.
Press Enter after typing each tag to add it.
📌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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Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.