Satisfaction survey delivery after each completed job

Purpose

1.1. Automate post-job satisfaction survey delivery to clients for each completed air compressor repair, ensuring feedback collection, improving service quality, monitoring technician performance, and identifying trends or issues for continuous improvement.
1.2. Enable multi-channel outreach (SMS, email, messaging apps, voice) to maximize survey completion rates, reduce manual intervention, and archive responses for future analysis and compliance.
1.3. Integrate with CRM/service platforms for seamless workflow automation, so that every job marked complete triggers a feedback request.
1.4. Ensure tracking and reporting of feedback data, linking it directly to job records and customer profiles, for actionable insights.

Trigger Conditions

2.1. Status update to "job complete" in field service management or CRM system.
2.2. Invoice sent or payment marked as received.
2.3. Service technician submits work completion form or digital signature.
2.4. Customer record updated with service outcome.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API – Send POST request to /Messages endpoint with customer phone, templated survey link, and job reference.

3.2. SendGrid
• Feature/Setting: Mail Send API – Use /mail/send endpoint to email post-job survey; dynamic email templates pull customer/job data.

3.3. Mailgun
• Feature/Setting: Messages API – POST message with survey link and job details to /v3/{domain}/messages.

3.4. HubSpot
• Feature/Setting: Workflows & Webhooks – Configure workflow to trigger webhook/email when deal or ticket moves to “Completed.”

3.5. Salesforce
• Feature/Setting: Process Builder/Flow – Auto-email or SMS via Flow/Apex to send survey on “Job Complete” case status.

3.6. Microsoft Power Automate
• Feature/Setting: Trigger on CRM status update, then push survey via chosen connector (Outlook, Twilio, Forms).

3.7. Zoho CRM
• Feature/Setting: Workflow Rule – Email/SMS action triggers on “Service Completed” status, integrating survey form link.

3.8. Freshdesk
• Feature/Setting: Automations – Dispatch post-ticket-closure surveys through email integration.

3.9. SurveyMonkey
• Feature/Setting: API – survey invitations triggered via POST to /collectors/{collector_id}/messages for new responses.

3.10. Google Forms + Gmail
• Feature/Setting: App Script – Triggers email with personalized form link when Sheet entry added/updated.

3.11. Typeform
• Feature/Setting: Webhooks and Notifications – Auto-send form link via webhook or email API on event trigger.

3.12. WhatsApp Business API
• Feature/Setting: Messages endpoint – Automate message with survey URL to client WhatsApp on job status update.

3.13. Slack
• Feature/Setting: Incoming Webhooks – Post survey notification/message to customer channel when job is closed.

3.14. Zendesk
• Feature/Setting: Triggers/Automations – Email or SMS survey on ticket solved using notification automation.

3.15. Intercom
• Feature/Setting: Message Triggers – Send targeted survey via chat/messaging based on user or event data.

3.16. ActiveCampaign
• Feature/Setting: Automations – On deal/task completion, use ‘Send Email’ or SMS with survey CTA.

3.17. Pipefy
• Feature/Setting: Automation – Set trigger on card move to ‘Done,’ send survey email or integrate with messaging API.

3.18. Pipedrive
• Feature/Setting: Workflow Automation – Send survey via email or app integration when deal phase changes.

3.19. Calendly
• Feature/Setting: Workflow – When meeting marked as completed, trigger follow-up survey email.

3.20. Viber Business Messages
• Feature/Setting: HTTP API – Send POST request to /pa/send_message with survey link and job identifier.

3.21. Facebook Messenger
• Feature/Setting: Send API – POST survey message via /me/messages when a job is closed.

3.22. Monday.com
• Feature/Setting: Automation Recipes – Send notification/survey email when task/item status changes to “done.”

3.23. ServiceNow
• Feature/Setting: Workflow – Auto-generate survey request on Incident close workflow.

Benefits

4.1. Standardized feedback process ensures every client is contacted post-service.
4.2. Immediate retrieval of actionable client insights for continuous improvement.
4.3. Reduced manual workload for staff; no missed follow-up opportunities.
4.4. Multi-channel outreach increases response rates and overall satisfaction metrics.
4.5. Seamless integration means feedback is tied to specific jobs, easily reportable and auditable.
4.6. Enables data-driven decision making and proactive issue resolution.