A completed job is a useful point to invite feedback while the work is still familiar. A consistent request process can reduce the need to remember each email; it does not guarantee a particular rating or more enquiries.
This walkthrough uses “Job Completed — Send Customer Review Request”. It listens for completion, waits two hours and emails the customer. Edit the preset’s satisfaction-based wording to ask every eligible customer for an honest review, regardless of whether their experience was positive or negative.
What we will set up
- Professional workflow access
- Job Completed trigger and a two-hour delay
- Customer email and a working Google review link
- Neutral request wording
- Controlled recipient and duplicate checks before activation
Workflows → Templates
Start from the named template
Use a Professional business account with permission to manage workflows. Open Workflows, browse the templates and choose “Job Completed — Send Customer Review Request”. Inspect the created workflow before enabling it.
The public demo lets you inspect workflows; activation requires Professional. Free does not include workflow automation. Keep the workflow paused while checking the records, recipients and actions.
Concept
A preset supplies connected steps and field mappings to review.
Advantage
Starting with the current preset avoids recreating the process from an incomplete blank-canvas recipe.
Job Completed → Wait 2 Hours
Check completion and timing
Check that the trigger is Job Completed and that the delay is fixed at two hours. Completion must mean the agreed work is finished in your process.
Use the delay that suits your service and contact arrangements. Check what should happen if a job is reopened or completed again; do not assume the template suppresses every duplicate.
Concept
The trigger starts the request; the delay sets when the email action follows.
Advantage
Timing becomes a recorded setting rather than a staff member’s reminder.
Request Review email
Check the recipient and review link
The recipient comes from the completed job’s customer email. Check the customer record and preview the resolved address and name.
The preset uses the business Google review URL. Confirm it opens the correct profile. If that value is missing, insert your verified review link in the message before testing.
Concept
Job and business fields supply the customer address and review destination.
Advantage
The customer receives a request tied to their work and a link you have checked.
Request Review → message
Replace the request with neutral wording
Example: “Hi [name], thanks for choosing [business]. We would welcome an honest Google review of your experience: [review link]. Thanks for taking the time.”
Replace the preset’s “if you were happy” condition in the message. Do not ask for five stars, offer an incentive or select only satisfied customers for the request.
Concept
The wording invites feedback without steering the rating.
Advantage
A consistent request treats eligible customers fairly and gives the feedback useful context.
Workflow test and execution history
Test the outcome before activating
Use a test job and a recipient you control. Check the resolved email, review link, delay and actual execution result. Testing a send action can send a real email.
Check a missing-email case and a repeated completion. Review what failed and whether another request was queued before activating for customer work.
Concept
Check the selected records, action results and failures, then assign an owner to review future runs.
Advantage
A controlled test exposes incorrect recipients or state changes before they affect customer work.
Keep an owner for the workflow. Recheck the link and message when business details change, and review failed or duplicate runs.
The useful outcome is a reliable invitation to give honest feedback. The customer decides whether to respond and what rating to give.
Try it in Axiom Blue
Inspect your review-request process
Inspect this workflow in the live demo, then check Professional access before using it on your business records. Free signup covers the limited core job workflow; it does not activate automation.