Review management for trades

Collect the feedback, fix the job issue, then decide whether a review request is appropriate.

FeedbackPilot helps trades and local service businesses run a consistent process after completed work. It keeps private feedback and open follow-up visible, applies the same eligibility checks to every customer and prepares wording for the owner to review and send manually.

What stays clear

  • The score does not choose the customerA positive or negative private rating is not the rule that decides who receives a public review link.
  • Open issues pause outreachA missing report, return visit or unresolved complaint is handled first, regardless of the customer's score.
  • You approve every requestNothing is sent automatically. The owner reviews the wording, customer and timing before using the message.
  • Public reviews stay manualFeedbackPilot does not import, post or reply to Google reviews automatically.

Where teams lose track

A review request should not be the first thing the business thinks about.

The score becomes more important than the job

A low rating can trigger panic while the actual problem, such as a missed visit, late invoice or unfinished task, receives no clear owner.

Different staff use different rules

One person asks every customer, another asks only obvious supporters and somebody else sends repeated reminders. The business cannot explain or audit the process.

Manual messages leave no decision record

The owner may know a request was sent, but not why the job was eligible, which wording was used or whether the customer had already opted out.

What the process looks like

From a completed job to a recorded next action.

  1. 01

    Collect post-job feedback

    Use the same feedback process for customers rather than showing a public review link only after a positive answer.

  2. 02

    Finish any open service follow-up

    Assign the complaint, missing document or promised action to an owner and verify the outcome before unrelated outreach.

  3. 03

    Apply one written eligibility rule

    Check job completion, contact route, opt-out status, request frequency and open issues. Do not use the private score as a condition.

  4. 04

    Approve and send the wording manually

    FeedbackPilot prepares the draft and decision record. The business chooses the channel, checks the final message and sends it.

Worked example

One response, with every next step kept in the same record.

The customer and job details below are made up so the example can show the workflow without using real customer information.

Example workflow, fictional customer

The job record

Example customer

Annual boiler service · FP-1042

  1. 01

    Job context

    Start with the service the customer actually booked

    The customer, boiler service and completion date stay beside the response, so the office does not have to search through a general inbox to understand it.

    Job complete
  2. 02

    Private feedback

    The customer says the final invoice is missing

    The customer is satisfied with the visit but is still waiting for the invoice. Their original words stay private and unchanged.

    Action needed
  3. 03

    Customer follow-up

    The office takes ownership

    Alex sends the invoice, confirms that it arrived and records the outcome instead of leaving the customer to chase the engineer.

    Assigned
  4. 04

    Review request decision

    The review request stays on hold

    The invoice is part of the promised service, so unrelated outreach waits until it has been delivered. The private rating does not make the decision.

    On hold
  5. 05

    Internal improvement

    The business fixes the repeated handover

    If late invoices keep happening, the team can assign a separate improvement task for the end-of-job office process.

    Recorded

Use the process

Guides and templates for the next step.

Common questions

What service businesses usually ask.

What is review gating in plain English?

It is using the customer's sentiment or private score to decide who is encouraged to leave a public review. A fairer process uses the same job, contact and open-issue checks for everyone.

Can I ask after a complaint has been resolved?

Recheck the same eligibility rule once the issue is genuinely closed. Do not make support conditional on leaving, changing or removing a review.

Will FeedbackPilot send review requests for me?

No. It prepares a draft and records the decision. Your business reviews and sends the message through its own chosen channel.

Does the software guarantee compliance with platform rules?

No. It supports a clearer and more consistent process, but the business remains responsible for its communications and the current rules that apply.

Test the review workflow without sending anything to a customer.

Use one sample job to try the feedback, service follow-up and review request draft process.

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