48-Hour Setup

What Goes Live in 48 Hours: Your Post-Job Survey and NPS Automation Setup

We configure your entire post-job survey and NPS system — message templates, score routing, owner alerts, and review request links — without you logging into a single thing.

What You Provide Before We Start (It Takes Less Than 20 Minutes)

You don't need a tech background. You don't need a login. You need four pieces of information, and most owners have them in their head or can pull them up in two minutes.

Your job completion trigger. How does your scheduling software mark a job done? Housecall Pro, Jobber, ServiceTitan — or even a dispatcher text that says "job complete." Tell us what you use.

Customer contact fields. Name and mobile number. If your scheduling system captures these, we pull them automatically. If not, we tell you exactly where to add them — one field, one time.

Job type tags. Do you want an emergency call handled differently than a routine maintenance visit? Give us your tag list. Even if it's just two words — "emergency" and "routine" — that's enough.

Your Google Business Profile URL. Open Google Maps, find your listing, copy the link from the browser bar. Ten seconds.

That's the entire handoff. We send you a one-page intake form. You fill it out in under 20 minutes, send it back, and we go to work. No three-week onboarding. No afternoon-eating kickoff call. No technical specs.

What We Configure on Your Behalf in the First 24 Hours

While you're running jobs, we're building the system. Here's exactly what gets configured without any involvement from you.

Survey message templates by job type. An emergency drain call at 11pm gets a different message than a routine HVAC tune-up scheduled on a Tuesday. We write both. Each message is short enough to read in one swipe and calibrated to get a response — not a scroll-past.

NPS score routing rules — all three branches:

  • 9 or 10 (Promoter): Automatic follow-up with a direct link to your Google Business Profile review page. Fires within minutes of the score coming in, while the experience is still fresh.
  • 7 or 8 (Passive): Routes into a follow-up nurture sequence — a second-touch message two days later with a soft review ask and a re-booking offer. Runs without you.
  • 0 through 6 (Detractor): Fires an alert to your mobile or email within minutes. You know about it before they have a chance to post a one-star review.

Quiet-hours enforcement. No survey fires between 9pm and 8am local time. Customers who complete a job late get their survey queued for 8am the next morning. You look professional even when you're finishing a midnight emergency call.

Opt-out keyword handling. Any "STOP," "UNSUBSCRIBE," or "QUIT" reply removes the contact from all future SMS immediately. Compliant by default — no manual list management, ever.

Detractor alert destination. Owner mobile, office email, or both. Your choice. We configure it before go-live. You start receiving alerts on the next completed job after the system arms.

How We Test the System Before Your First Real Survey Fires

We don't flip the switch and hope. Before your first real customer receives a survey, we run five checks and all five have to pass.

  1. Synthetic job completion trigger. We fire a test event that mimics a completed job in your scheduling system. The survey SMS sends to a test number we control.
  2. SMS delivery verification. We confirm the message arrived, the link is live, and the formatting looks clean on both iOS and Android.
  3. NPS score routing — all three branches. We submit a 10, a 7, and a 3. Each score routes to the correct destination. Promoter gets the review link. Passive gets the nurture sequence. Detractor fires the owner alert.
  4. Owner alert verification. The detractor alert lands at your specified destination with the customer name, job type, and score visible in the message body.
  5. Google Business Profile link check. We click the review link and confirm it opens your GBP listing directly — not a search results page.

If any check fails, we fix it before connecting to your real job completions. Nothing goes live until every branch is confirmed working. For answers to common questions about setup and how the system runs, we cover edge cases like partial scheduling-system data and multi-location setups.

What Live Handoff Looks Like

When the system passes all five checks, you get one message from us. It says: your post-job survey automation is live, the job completion trigger is connected, and the first real survey will fire on your next completed job.

That's the handoff. No training call. No demo. No dashboard tour. No login credentials to save somewhere.

The one thing we include in that message: a two-sentence script for what to do when your first detractor alert arrives. Something like: "Hey [customer name], this is [your name] from [business]. I saw you weren't fully happy today — I want to make it right. What happened?" Most detractors respond when the owner calls the same day. Most of those calls end with the customer not posting a negative review.

The system is running. You go back to your jobs.

What the First 30 Days Look Like

Post-job SMS surveys get meaningfully higher response rates than email follow-ups because the message arrives while the job is still fresh and the customer already has their phone in hand. Set your expectations accordingly.

Promoter reviews: Your first review from this system will likely show up in Google within the first week if you're completing several jobs per day. The direct GBP link removes the friction that kills most review request attempts — customers who respond positively and click the link actually leave the review.

Detractor alerts: Expect one or two in the first 30 days if you're doing volume. When the alert fires, call the customer within the hour. That call, made the same day, is what separates a recovered relationship from a one-star review sitting on your profile.

Passives: The 7-and-8 scorers get a second-touch message automatically two days later. Some convert to reviews. Some re-book. The sequence runs without you touching anything.

For everything that's included beyond the survey trigger itself, read the complete post-job survey and NPS automation system — that page covers review velocity, NPS scoring benchmarks, and how the detractor workflow pairs with your reputation management.

What You Never Have to Touch

Once the system goes live, your only job is to respond to detractor alerts — and we give you the script for that.

Everything else runs without you:

  • Survey messages fire automatically on every job completion
  • NPS scores route to the correct destination with no manual decision from you
  • Review requests go to promoters on their own schedule
  • Passive nurture sequences run their two-day follow-up without your involvement
  • Opt-outs are handled automatically and immediately — no list management
  • Quiet-hours enforcement keeps messages professional around the clock

Frequently asked

What scheduling software does the post-job survey system connect to?

We connect to the most common scheduling platforms used by home service contractors — including Housecall Pro, Jobber, and ServiceTitan — as well as simpler trigger setups like a dispatcher SMS or a manual "job complete" status change. During the intake process, you tell us what you use and we handle the connection. You don't need to learn anything new or change your existing workflow.

What exactly happens when a detractor alert fires?

When a customer submits a score of 6 or below, the system sends you an alert within minutes — to your mobile number, your email, or both, depending on what you specified during setup. The alert includes the customer's name, their score, and the job type. We also provide a two-sentence call script in your live handoff message so you know exactly what to say when you call them back. The goal is to reach the customer the same day, before a negative review gets posted.

How long does the 48-hour setup actually take from when I send back the intake form?

Configuration and testing typically complete within 24 hours of receiving your completed intake form. The second 24 hours is reserved for testing all five routing branches and confirming the system before connecting to your live job completions. In most cases, owners who return their intake form in the morning have a live system by the following morning. The 48-hour window is a firm commitment, not an optimistic estimate.

Do I need to create any new accounts or logins?

No. We configure the system on your behalf using our existing infrastructure. You do not create any new accounts, receive any login credentials, or access any platform. The only thing you receive is the live handoff confirmation message and a standing script for responding to detractor alerts. If anything ever needs to change — routing destination, message templates, quiet-hours window — you contact us and we update it.

What if a customer doesn't respond to the survey at all?

Non-respondents are not sent repeated survey messages. A customer who doesn't reply within the response window simply exits the survey flow with no further follow-up on the NPS branch. They may still be touched by other automations in your account — re-booking sequences, seasonal campaigns — but the survey trigger does not re-fire for that completed job. Response rates vary by trade and job type, and we set realistic expectations during your live handoff.

Can the survey message be customized with my business name?

Yes. Every survey message includes your business name and is written to sound like it's coming from you — not a generic platform. During configuration, we use your business name, the owner's first name if you want it included, and your brand tone. Customers receive a message that reads like a personal follow-up, which is exactly why response rates are higher than a generic "rate your experience" blast.

Your Next Completed Job Could Be Your Next Five-Star Review

We configure the whole system in 48 hours. You respond to detractor alerts. Everything else runs without you.