Thank-you and review-request emails after every job

By General Input

Every evening we spot the jobs you finished that day and send each customer a warm, personal thank-you with a link to leave a Google review.

Integrations

  • Housecall Pro
  • Gmail

Type

Agentic Task

Categories

  • Customer Support
  • Marketing

Every evening at 6:00pm (a cron schedule I can adjust), review my Housecall Pro jobs and find the ones that were marked complete today. Use Housecall Pro's List Jobs with its date, customer, and employee filters to pull today's jobs, and keep only the ones whose work status is 'complete' or 'completed_unrated'. Dedupe by job so each completed job is handled exactly once.

For each completed job, pull the customer's contact details with Housecall Pro's Get Customer using the customer id on the job. Read their name and email address, and note the specific service that was performed and the technician (employee) who did the work from the job details.

Then draft a warm, personalized thank-you email for each completed job. Reference the specific service that was performed and thank the technician who did it by name, and include a direct link for the customer to leave a Google review (I'll provide the review link). Keep the tone friendly and human, address the customer by name, and vary the wording, structure, and subject line for every customer so the notes never look templated or copy-pasted.

Send each email from my inbox using Gmail's Send a Message, one email per completed job to the customer's email address.

Skip any customer who has no email address on file, and skip anyone on my do-not-contact list. Never email a customer twice about the same job: keep a record of which jobs have already had a thank-you sent and skip a job if it was already emailed, so repeated runs never double-send.

Let me configure the Google review link, the sending time, and the do-not-contact list.

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