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The reviews board helps you turn finished work into public reviews. It’s a drag-and-drop pipeline of cards, one per customer, that moves from eligible to reviewed. Open Reviews in the sidebar (owner/admin).

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The board

Four columns: Eligible → Request sent → Reviewed, plus Denied for customers who said no. A card is created automatically when a job is completed or an invoice is paid, based on your rules (below). You can also add a card manually for any contact. Cards move forward through the pipeline and can be marked reviewed (you note the platform) or dismissed. They don’t move back to Eligible.

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Sending a request

How a card gets sent depends on its rule:
  • Auto-send rules text the customer on a schedule, no action needed from you.
  • Hold rules wait for you to click Send now on the card.
Sending asks you to confirm first, and can include automatic reminder texts on a cadence if the customer hasn’t reviewed yet. Requests go out by text, and the message supports the variables for the customer name, your business, and the review link.

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Automation rules

Set up rules under Settings then Reviews. Each rule has:
  • A trigger: job completed or invoice paid
  • A delay in days before the request goes out
  • Auto-send or hold
  • An optional AI-personalized message (see Review request drafting)
  • A minimum job value, so small jobs don’t trigger a request
On the same settings page you list your review platforms in priority order and configure the reminder cadence.

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Frequently asked

How do cards get created? Automatically when a job completes or an invoice is paid (subject to your rules), or by hand for any contact. Can I review a customer before sending? Yes. Use a hold rule so the card waits for your Send now instead of texting automatically. What platforms can I ask for? The ones you list in Settings then Reviews, in the priority order you set. Each request asks for the top platform the customer hasn’t reviewed yet.