Post-job survey invitations scheduled after service completion

Purpose

1.1. Ensure timely post-service feedback by sending survey invitations automatically after duct cleaning jobs, improving customer experience, gathering actionable insights, and tracking technician performance.
1.2. Replace manual outreach with automated, scheduled delivery to boost survey response rates and operational efficiency.
1.3. Integrate with appointment/job management systems to coordinate triggers based on confirmed job completion and customer contact data.
1.4. Maintain compliance on communication frequency, personalization, and secure handling of customer data in the feedback process.

Trigger Conditions

2.1. Job marked “Completed” in primary scheduling or CRM system.
2.2. Valid customer contact (email/SMS) is present in appointment data.
2.3. Configured delay elapsed (e.g., 1 hour or next business day post-job).
2.4. No prior survey sent for the same job in a defined time window.
2.5. Within business-configured date/time window for communication.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: SMS Messaging API, configure sender number, and webhooks for status updates. Sample: POST to /Messages with templated body and recipient from CRM job record.

3.2. SendGrid
- Feature/Setting: Transactional Templates & Mail Send API; trigger via POST /mail/send using dynamic_fields with contact from job completion flow.

3.3. Mailgun
- Feature/Setting: HTTP API for transactional emails, use reserved variables for survey links and JSON recipients list.

3.4. Amazon SES
- Feature/Setting: SendEmail API, use custom templates, and trigger messages via Lambda or API integration after job completion.

3.5. Outlook 365
- Feature/Setting: Graph API /sendMail, automate draft and send with dynamic content from service records.

3.6. Gmail API
- Feature/Setting: /users.messages.send endpoint, insert survey template and customer address from completed job data.

3.7. Slack
- Feature/Setting: chat.postMessage for direct messages to internal staff post-job for manual survey follow-up tasks.

3.8. HubSpot
- Feature/Setting: Workflows Automation, “Send Email” actions triggered by Deal or Ticket “Stage is Complete.”

3.9. Salesforce
- Feature/Setting: Process Builder or Flow, Email Alert or SMS activity on Service Appointment “Completed.”

3.10. Zoho CRM
- Feature/Setting: Workflow Rules, configure after custom field “Job Completed” for survey email action.

3.11. Pipedrive
- Feature/Setting: Workflow Automation, trigger email or webhook for add-on survey tool after Deal marked “Won/Done.”

3.12. ActiveCampaign
- Feature/Setting: Automations with “On List Added or Tag Applied” condition, linking to freshly completed jobs.

3.13. SurveyMonkey
- Feature/Setting: Email Collectors API, deploy survey invitations using unique customer contact after job status update.

3.14. Typeform
- Feature/Setting: Webhooks for notification, email invitations triggered via integration and custom recipient payload.

3.15. JotForm
- Feature/Setting: Thank You email configuration with personalized survey link sent through API after duct work completion.

3.16. Microsoft Power Automate
- Feature/Setting: Scheduled Flow, poll for fresh completions in scheduler, then automate survey dispatch by selected channel.

3.17. Airtable
- Feature/Setting: Automations → “When record updated” on Jobs table, invoke outbound survey email/SMS via 3rd party connector.

3.18. Monday.com
- Feature/Setting: Automation recipes, “When status changes to Done, send email to column address with survey link.”

3.19. ClickSend
- Feature/Setting: SMS API or direct Email, configure delivery to job customer data post-completion.

3.20. Intercom
- Feature/Setting: Event-based message triggers, “job completed” event launches outbound survey message flow.

3.21. Zendesk
- Feature/Setting: Trigger/Automation, send customer satisfaction survey upon Ticket/Job solved.

3.22. Freshdesk
- Feature/Setting: Scenario Automation, schedule customer follow-up survey on ticket/job closure.

3.23. Pipefy
- Feature/Setting: Automations, “On card moved to Done, send email” with survey invitation to client on file.

3.24. Google Sheets
- Feature/Setting: Apps Script or Scheduled Add-on checks for “Completed” flag, triggers mailing service for survey.

Benefits

4.1. Eliminates manual survey dispatch and reduces admin time.
4.2. Increases survey completion rates for actionable business feedback.
4.3. Enhances customer engagement post-service and signals professionalism.
4.4. Provides instant, structured insight for management on job quality.
4.5. Enables rapid root cause analysis if concerns are flagged by customers.
4.6. Supports audit trails and compliance monitoring for feedback communications.