Customer satisfaction survey post-job completion

Purpose

1.1. Systematically gather client feedback after each welding job to assure service quality, identify improvement areas, comply with industry standards, monitor technician performance, and provide audit-ready data.
1.2. Automate the end-to-end delivery, response collection, and data aggregation of customer satisfaction surveys tailored to aluminum welding work.

Trigger Conditions

2.1. Job status marked “Complete” in project management or field service app.
2.2. Invoice sent or payment received for aluminum welding job.
2.3. Customer record updated in CRM with completion date/time.

Platform Variants

3.1. Twilio SMS
3.1.1. Feature/Setting: Send SMS API, configure “Survey Invite” message with job and technician variables.
3.2. SendGrid
3.2.1. Feature/Setting: Transactional Mail API, create email template linked to a survey form with dynamic merge tags.
3.3. Google Forms
3.3.1. Feature/Setting: Form creation API, prepare a job-specific survey and share URL via automation.
3.4. Typeform
3.4.1. Feature/Setting: Form generation, auto-populate with job info, webhook integration for result capture.
3.5. Mailgun
3.5.1. Feature/Setting: Send message API, deliver survey invitations post-job using job summary tokens.
3.6. HubSpot CRM
3.6.1. Feature/Setting: Workflow automation, auto-trigger follow-up with embedded survey on job closure.
3.7. Salesforce
3.7.1. Feature/Setting: Process Builder, flash survey campaign tied to Service Completion status.
3.8. Zoho CRM
3.8.1. Feature/Setting: Blueprint automation, dispatch survey link upon project completion.
3.9. Outlook 365
3.9.1. Feature/Setting: Power Automate flow, email survey link with custom fields.
3.10. Slack
3.10.1. Feature/Setting: Incoming Webhook, private message with survey to channel or user post-completion.
3.11. Microsoft Teams
3.11.1. Feature/Setting: Adaptive Card API, send interactive poll on closed work order.
3.12. SurveyMonkey
3.12.1. Feature/Setting: Survey invitation API, auto-invite with job-ref parameter in URL.
3.13. Monday.com
3.13.1. Feature/Setting: Automation recipes, trigger survey dispatch on board status change.
3.14. Pipedrive
3.14.1. Feature/Setting: Workflow automation, send survey via connected mail app after deal closure.
3.15. ActiveCampaign
3.15.1. Feature/Setting: Post-task automation, survey campaign with contact/job merge fields.
3.16. Airtable
3.16.1. Feature/Setting: Script block, create and issue survey on record status update.
3.17. Freshdesk
3.17.1. Feature/Setting: Ticket automation, issue satisfaction survey upon ticket resolution.
3.18. Intercom
3.18.1. Feature/Setting: Custom Bots, prompt survey upon service interaction closure.
3.19. Zendesk
3.19.1. Feature/Setting: Triggers, send custom survey when case marked solved for welding work.
3.20. Shopify
3.20.1. Feature/Setting: Flow app, trigger survey to recent buyers post-service completion.
3.21. Mailchimp
3.21.1. Feature/Setting: Automated email journey, send satisfaction survey after transaction tagged as “Job Complete.”
3.22. FormsApp
3.22.1. Feature/Setting: Form invite API, generate and dispatch feedback forms.

Benefits

4.1. Accelerated feedback cycles for immediate service improvement in aluminum welding.
4.2. Higher survey participation via multi-channel delivery options.
4.3. Compliance-ready, reliable records for internal audits and certifications.
4.4. Closed-loop workflow minimizing manual intervention and data entry errors.
4.5. Enables proactive customer management and loyalty development.