Automated customer satisfaction surveys post-service

Purpose

1.1. Collect immediate post-service feedback for continuous improvement in air conditioning repair.
1.2. Monitor technician performance and customer satisfaction at scale.
1.3. Ensure negative experiences are flagged and escalated quickly.
1.4. Gain actionable insights into service expectations and potential upsell opportunities.
1.5. Enable automated report generation for quality control metrics.

Trigger Conditions

2.1. Completion of a repair work order in the service management system.
2.2. Update of job status to “Completed” in CRM or FSM platform.
2.3. Receipt of technician check-out or digital signature by customer.
2.4. Invoice issuance or payment confirmation for completed service.
2.5. Entry of customer email or phone number into the completed jobs list.

Platform Variants

3.1. Twilio SMS
• Feature: Messaging API
• Setting: Configure outbound SMS with unique survey link; trigger via webhook after job completion.
3.2. SendGrid
• Feature: Dynamic Templates API
• Setting: Auto-send templated email surveys with conditional content injected per recipient.
3.3. Mailchimp
• Feature: Campaigns API
• Setting: Add user to “Recently Served” audience segment and trigger survey automation.
3.4. Zendesk
• Feature: Satisfaction Ratings API
• Setting: Trigger survey popup or email after ticket close in the repair support workflow.
3.5. SurveyMonkey
• Feature: Create Collector API
• Setting: Auto-generate collector link and email/SMS to each recent service contact.
3.6. HubSpot
• Feature: Workflows
• Setting: Configure workflow to email Net Promoter Score (NPS) survey post-stage “Job Closed.”
3.7. ActiveCampaign
• Feature: Automation Builder
• Setting: Use post-service tag to begin customer feedback drip campaign.
3.8. Zoho CRM
• Feature: Workflow Rules
• Setting: Create rule to send survey email triggered by deal stage “Service Delivered.”
3.9. Salesforce
• Feature: Process Builder
• Setting: Auto-send survey via email on case close and log response to contact record.
3.10. Microsoft Power Automate
• Feature: Automated Flows
• Setting: When “Service Order Complete,” trigger Forms survey link by email/SMS.
3.11. Google Forms + Apps Script
• Feature: Trigger Scripts
• Setting: Script sends form link to recent service emails pulled from a Google Sheet log.
3.12. Intercom
• Feature: Post-Event Email
• Setting: Set trigger to send satisfaction survey after support conversation marked as resolved.
3.13. Constant Contact
• Feature: Email Automation
• Setting: Select contact list of served customers and trigger automated survey template.
3.14. Freshdesk
• Feature: Feedback Surveys
• Setting: Auto-email survey on ticket “Resolved” status for service department.
3.15. Slack
• Feature: Webhooks
• Setting: Trigger direct survey invite via Slackbot to internal teams after service.
3.16. WhatsApp Business API
• Feature: Template Messages
• Setting: Configure template for satisfaction survey and trigger on invoice payment.
3.17. Monday.com
• Feature: Automations
• Setting: When status changes to done, trigger email or integration to survey service.
3.18. Typeform
• Feature: API
• Setting: Create form links and email/SMS via HTTP request on service completion.
3.19. Pipedrive
• Feature: Workflow Automation
• Setting: Trigger survey campaign upon deal won/service completed.
3.20. Shopify
• Feature: Order Status Automation
• Setting: Send custom email/SMS survey to those with repair services post-checkout.
3.21. Marketo
• Feature: Smart Campaign
• Setting: Upon service completion trigger, send feedback survey by email.

Benefits

4.1. Saves staff hours by eliminating manual feedback requests.
4.2. Creates real-time, actionable customer insight at every service close.
4.3. Increases response rates by leveraging favored communication channels.
4.4. Enables rapid follow-up and service recovery for dissatisfied customers.
4.5. Centralizes survey data for continuous experience improvement and technician assessment.