Maintenance & Service RequestsPurpose
1.2. Enhance service quality insights by collecting structured data on vendor/technician performance.
1.3. Identify tenant issues or unresolved concerns promptly for proactive follow-up.
1.4. Aggregate long-term data for service optimization and vendor management decisions.
Trigger Conditions
2.2. Work order marked "closed" by assigned technician/contractor.
2.3. Manual flag for post-service survey push within CRM by property manager.
2.4. Positive response to automated maintenance resolution notification email/SMS.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API to send custom SMS survey links; configure webhook for post-maintenance status.
3.2. SendGrid
• Feature/Setting: Transactional email API schedules HTML survey emails; set dynamic survey tokens per ticket.
3.3. Mailchimp
• Feature/Setting: Automation workflows trigger survey campaigns post ticket-closure event.
3.4. SurveyMonkey
• Feature/Setting: Create unique survey links via API; trigger survey distribution using Zapier integration post-completion.
3.5. Typeform
• Feature/Setting: Mobile-optimized surveys with unique URLs distributed automatically via webhook.
3.6. Google Forms
• Feature/Setting: Auto-generate response form; trigger email/SMS share via Apps Script after status update.
3.7. Microsoft Power Automate
• Feature/Setting: Automated workflow triggers upon SharePoint/List record update for maintenance closure.
3.8. Slack
• Feature/Setting: Workflow Builder sends direct message with survey link to tenant/user channel on closure event.
3.9. HubSpot
• Feature/Setting: Service module triggers automated feedback campaigns using workflow builder on ticket closure.
3.10. Salesforce Service Cloud
• Feature/Setting: Process Builder workflow sends survey email post-case closure via email alerts.
3.11. Zendesk
• Feature/Setting: Triggers send customer satisfaction surveys on ticket status = solved; use CSAT automation.
3.12. Freshdesk
• Feature/Setting: Automate feedback survey email with scenario automation post-ticket closure.
3.13. Pipedrive
• Feature/Setting: Workflow automation sends survey email when maintenance deal moves to “Completed” stage.
3.14. Intercom
• Feature/Setting: Use Series automations to send post-service survey message to resident.
3.15. Zoho CRM
• Feature/Setting: Workflow rules dispatch survey forms on record status change.
3.16. Monday.com
• Feature/Setting: Automation recipe sends survey via email integration upon status column update.
3.17. Airtable
• Feature/Setting: Script block or automation sends satisfaction form when maintenance request status changes.
3.18. Notion
• Feature/Setting: Automate survey task creation/page sharing via API after maintenance item is finished.
3.19. ActiveCampaign
• Feature/Setting: Post-completion automation triggers personalized email sequence with feedback link.
3.20. Qualtrics
• Feature/Setting: Trigger API sends tenant a unique survey when external system signals maintenance completion.
3.21. JotForm
• Feature/Setting: Pre-populate field survey forms distributed via webhook on maintenance workflow completion.
3.22. ClickSend
• Feature/Setting: SMS survey with custom field data via API on status change event webhook.
Benefits
4.2. Minimizes manual intervention for operational teams.
4.3. Centralized and structured feedback enables trend analysis.
4.4. Early detection of dissatisfaction allows for swift issue resolution.
4.5. Data-driven decision-making for process and vendor improvements.