Collecting customer feedback automatically after service completion

Purpose

1. Automate collecting customer feedback immediately after pool cleaning service to improve service quality, customer retention, and guide operational enhancements.

2. Automatedly send surveys or request reviews after job completion to maximize response rate and enable real-time service assessment.

3. Streamline communication and reduce manual follow-ups, allowing staff to focus on core maintenance tasks by automating repetitive outreach.

Trigger Conditions

1. Job marked as complete within scheduling or CRM tool.

2. Status change in field service management software to “completed”.

3. Invoice generated or sent notification.

4. Location check-out confirmation by field agent’s mobile app.

5. Receipt scanned or emailed to customer.

6. Time-based trigger, e.g., 1-hour post service completion.

7. Manual confirmation by office admin via dashboard automation.

Platform Variants

1. Twilio (SMS API)

• Feature/Setting: Programmable SMS; set up auto-SMS survey upon trigger event (e.g., POST to /Messages API). Example: Send automated feedback SMS including survey link.
  

2. SendGrid (Email API)

• Feature/Setting: Trigger automated email upon job completion via Send Email API endpoint with feedback form link.
  

3. Slack

• Feature/Setting: Incoming Webhook; automate sending feedback request to customer or internal follow-up channel.
  

4. HubSpot

• Feature/Setting: Workflow Automation; create automated email feedback sequence triggered by deal stage.
  

5. Zapier

• Feature/Setting: Multi-step Zap; automate cross-platform triggers to send SMS via SMS providers or email upon CRM status change.
  

6. Pipedrive

• Feature/Setting: Activity Completion Workflow; send automated feedback email using integrated messaging.
  

7. Mailchimp

• Feature/Setting: Customer Journey Builder; automate feedback request email post-service.
  

8. Typeform

• Feature/Setting: Automated survey invitations via API; integrate with triggers for seamless customer experience.
  

9. Google Forms

• Feature/Setting: Automated email with form link using Gmail API triggered from workflow.
  

10. SurveyMonkey

• Feature/Setting: Automatic survey distribution via SurveyMonkey API after event trigger.
  

11. Airtable

• Feature/Setting: Automation rules to send personalized feedback emails based on new record triggers.
  

12. WhatsApp Business API

• Feature/Setting: Automate sending templates/messages to collect feedback after job closure.
  

13. Microsoft Power Automate

• Feature/Setting: Automated cloud flow triggered on event from field CRM to send feedback email.
  

14. Intercom

• Feature/Setting: Automated messaging; send in-app or email survey triggered by ticket resolution.
  

15. Salesforce

• Feature/Setting: Process Builder workflow; automate feedback email post-case closure using Email Alert.
  

16. ServiceM8

• Feature/Setting: Automated follow-up messages after job completion using Communication Automation.
  

17. Zoho CRM

• Feature/Setting: Workflow Rules; automate trigger-based survey email to customers post-service.
  

18. Calendly

• Feature/Setting: Automated follow-up email sequence after event end (webhook configuration).
  

19. Freshdesk

• Feature/Setting: Automation Scenario; send feedback survey after ticket or job closure via email.
  

20. ActiveCampaign

• Feature/Setting: Automation workflow to send survey link email after contact activity flagged.
  

21. Gupshup

• Feature/Setting: Automated WhatsApp feedback collection using template messages triggered by API webhook.
  

22. Facebook Messenger API

• Feature/Setting: Automated feedback bot to message users after completion notification.
  

23. Klaviyo

• Feature/Setting: Flows for automatically sending feedback request after transactional event.
  

Benefits

1. Automates feedback collection, boosting response rates.

2. Provides real-time insight into customer satisfaction with minimal manual intervention.

3. Enables teams to act on feedback faster, driving service improvements by automation.

4. Reduces administrative effort and operational bottlenecks using automatable tools.

5. Facilitates transparent, consistent, and automated communication with all customers.