Direct P3 Review Requests
We’ve added the ability to send P3 Review Requests directly from the Customer Record, giving dealers a faster and more flexible way to request reviews from existing customers. Previously, review requests were tied to specific workflows such as completing a service call, closing an invoice, or using an Action Form, which made it difficult to request a review when there was no recent job or transaction involved. With this enhancement, users can simply select Request Review from the Customer Record and send the request using the customer’s existing email address or mobile number, without needing to create any additional records. This makes it easier to reach out to customers at the right time while keeping all P3 Reviews together under the customer’s history.
Send a Direct Customer Review Request
- From the top panel, use Customer Search bar to lookup a Customer
- Go to the Customer Record.
- Click Request Customer Review.
- The email compose window will open using the configured Customer Review template.
- Review or customize the email content as needed.
- Submit the review request.
Access the Internal Review Report
- From left-hand panel, go to Reports.
- Navigate to Reviews > Internal Reviews.
Access the Customer Review Template
- From left-hand panel, go to Settings.
- Navigate to Email/Text Communications > Templates.
- Locate the template with the Customer Review data type.
- Open the template to review or update the Email and Text Message content used for direct Customer Review requests.
Screenshots
Send a Direct Customer Review Request
Access the Internal Review Report
Access the Customer Review Template
Notes:
- P3 Reviews must be activated in order to utilize this feature. Please contact your Account Manager if you are interested in this feature.
- A default Customer Review template is automatically created when the Review Module is enabled and can be customized under Communication Templates..
- No Service Call or Invoice is required. Customer Review Requests can be sent directly from the Customer Record.
- Review requests can be sent by Email, Text Message, or both, depending on the customer's Communication Preference and the configured Customer Review template.
- Email content can be reviewed and edited before the review request is sent.
- Text Messages are sent automatically using the configured SMS template and cannot be edited during the sending process.
- Standalone Customer Reviews will still appear in the Internal Reviews Report. Since they are not associated with a job, the Job Date and Technician will be blank.
- Standalone Customer Review Requests can also be resent from the Internal Reviews Report when needed.
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