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Reviews & referrals

Ask every customer. Hear the unhappy ones first.

A review request goes out after every completed job, customers rate the visit privately, low ratings become an office task the same day, and every customer gets public review links. Referral links reward customers only after the friend's first invoice is paid.

Summit Heating & Air

How did Marcus do today?

“On time and explained every option. Fixed in an hour.”

Share it on GoogleRefer a friend · you both get $50
Illustration: a review request after a completed job

What it does

Everything reviews & referrals does for your shop

Automatic requests after every job

When a job is marked completed, TradesWork waits the delay you choose (right away up to two days, default 2 hours) and sends a text, an email or both. One request per job, never two.

A private rating first

The link opens a short page: 1 to 5 stars and an optional comment. It takes about ten seconds, and every technician on the job shares the rating.

Public links for everyone

Your Google, Facebook, Yelp, BBB, Nextdoor or Angi links appear for every customer, before and after rating, whatever they rate. No review gating.

Unhappy ratings become tasks

A rating at or below your threshold (default 3 stars) opens an office task named for the customer and job, high priority at 2 stars or less, so someone calls them back.

Ratings by technician and branch

The Reviews page shows average rating, ratings received, requests sent, response rate, unhappy count and public-site clicks, broken down by technician and business unit.

Referral links that pay on results

Each customer gets a personal link. Friends book online or ask for a callback, and the referrer's reward is created only when the friend's first invoice is paid.

Fraud checks built in

Self-referrals, friends who were already referred and friends who were already customers are flagged and made ineligible automatically. Rewards wait for approval unless you turn on auto-approve.

How it works

Step by step

  1. 1

    Add your review links

    Paste your Google review link and any others in Settings › Customer portal, reviews and referrals. Each branch can have its own Google link.

  2. 2

    Choose timing and channel

    Pick the delay, text or email or both, and the star rating that counts as unhappy.

  3. 3

    Set referral rewards

    Choose account credit, a discount on the next service or a gift card, the amount, the friend's discount and your terms.

  4. 4

    Work the follow-ups

    Call unhappy customers from their task, approve and issue referral rewards from the Referrals page.

Who it helps

Owner
A steady flow of review requests without anyone remembering to ask, and a referral program you don't have to babysit.
Service manager
Ratings per technician and the comments behind them, plus unhappy customers caught before they post.
Office
Approve, issue and track rewards in one place, with fraud flags already applied.

What to measure

Response rate
Ratings received ÷ requests sent in the period, on the Reviews page (30 days, 90 days or 12 months).
Public-site click rate
Customers who opened a public review link ÷ ratings received. A proxy for review velocity, since TradesWork can't see whether the review was posted.
Referral paid rate
Referrals with first invoice paid ÷ eligible referrals, from the Referrals page.

Compared with ServiceTitan

How TradesWork reviews & referrals compares

ServiceTitan's Reputation product, part of Marketing Pro, sends review requests, pulls Google, Facebook and Yelp reviews into one feed, syncs listings across 60+ sites and links reviews to technicians. TradesWork covers requests, private ratings and referrals but has no review inbox or listings sync.

 ServiceTitanTradesWork
Automatic review requestsYes, by text or email after a completed jobYes, text, email or both, with a delay you set
Reviews linked to the technicianYesPrivate ratings are linked to every tech on the job
Review feed from Google, Facebook, YelpYes, one consolidated feedNo. Reply in Google Business Profile for now
Listings syncYes, 60+ sitesNo

ServiceTitan details from its public help center and published pages; see sources below.

Most contractors know they should ask every customer for a review, and most ask about a third of them, whenever a tech remembers. The other problem is quieter: the unhappy customer who never says anything to the tech, then writes two paragraphs on Google that night. TradesWork handles both with the same short text after every job.

What the customer gets

Two hours after the job is marked completed (you can pick right away, 1 hour, 2 hours, 4 hours, next day or 2 days), the customer gets a text like this:

Summit Heating & Air: Hi Dana, thanks for choosing us! How did Marcus do? Rate your visit (takes 10 seconds): [link] Reply STOP to opt out.

The link opens a short page: five stars and an optional comment. Right on that page, before and after they rate, are your public review links with "Prefer to review us publicly?" and "Would you share it publicly?" That's the whole experience. Email works the same way, with a Rate your visit button.

Each job gets one request. If two techs worked the job, both share the rating.

A common trick in reputation tools is to send 5-star customers to Google and route everyone else to a private form. Google's content policy says businesses must not "selectively solicit positive reviews from customers," and it also bans offering incentives for reviews.1 The FTC's rule on consumer reviews and testimonials, effective October 21, 2024, bans buying positive or negative reviews and certain review suppression practices.2

TradesWork was built to stay on the right side of both. The private rating doesn't decide who sees the public links; it decides who gets a phone call from your office.

Settings that matter

SettingDefaultNotes
Review requests onOff until you turn them onNeeds the customer portal on too
Delay after completion2 hoursRight away to 2 days
ChannelTextText, email, or text and email
Unhappy at or below3 stars1 to 4
Public review linksNoneGoogle, Facebook, Yelp, BBB, Nextdoor, Angi or other; https only; per branch
Quiet hours9 pm to 8 amFrom your messaging settings

The Reviews page has an Ask now list of completed jobs from the last 14 days that haven't been asked, for the jobs closed before you turned requests on. A request that couldn't be sent (for example, the customer replied STOP) shows the reason, with a Send again button for when the problem is fixed.

Before you turn review requests on

  • Paste your Google review link (the one from your Business Profile's Ask for reviews button)
  • Add a separate Google link for each branch if you have more than one profile
  • Make sure technicians close jobs in the app the same day, since the timer starts at completion
  • Decide who owns unhappy-customer tasks and how fast they call
  • Register business texting, or start with email

Reading the Reviews page

Pick 30 days, 90 days or 12 months. The cards across the top show average rating, ratings, requests sent, response rate, unhappy ratings and how many customers opened a public site. Below them, a table by technician shows each person's average, number of ratings, response rate and unhappy count, and another breaks it down by business unit.

Two cautions when you use these numbers for coaching. First, response rate depends on the customer as much as the tech: commercial jobs and rentals answer less. Second, TradesWork counts clicks on your public links, not posted reviews, because Google doesn't tell anyone that. Treat the click count as a leading indicator and check your Google profile for the real number.

Ratings also feed the coaching scorecard as a Customer rating metric once a technician has at least three ratings in the period.

The referral program

Every customer can have a personal referral link, like /ref/DANA-7K3QX. They find it in their customer portal, and your office can copy it from the customer page. When a friend opens it, they see "Dana recommends Summit Heating & Air," the friend's discount and your terms. If online booking is on, the friend can book right there; if not, they fill in a callback form that lands in your lead inbox on a Referral campaign.

  1. 1

    New lead

    The friend booked or asked for a callback through the link. Fraud checks run immediately.

  2. 2

    Booked

    The lead became a job.

  3. 3

    First invoice paid

    The friend's first invoice is paid in full and meets your minimum, if you set one. Now the referrer's reward is created.

  4. 4

    Approve and issue

    Approve the reward (or let auto-approve do it), apply the credit or discount or buy the gift card, then mark it issued.

The defaults are a $50 account credit for the referrer and $50 off for the friend. You can switch the referrer's reward to a discount on the next service or a gift card, up to $1,000, set the friend's discount to zero, and require a minimum first invoice.

Three checks run on every referral. A friend whose phone or email matches the referrer is a self-referral. A friend who was already referred is a duplicate. A friend who had a job before the referral date was already a customer. Any of these makes the referral ineligible and blocks its reward. The friend never sees the check and still lands in your leads, so you don't lose the work. Rate limits (10 submissions per hour per network, 20 per day per link) and a spam trap keep bots out.

The Referrals page shows referrals, eligible referrals, booked, first invoice paid, rewards waiting for approval and issued, plus your top ten referrers. Those ten are worth a personal thank-you call.

How it compares to ServiceTitan

ServiceTitan's Reputation product, sold within Marketing Pro, automatically sends review requests by text or email after a completed job, brings Google, Facebook and Yelp reviews into one feed, keeps listings consistent across more than 60 sites, and links each review to the customer, job and technician.4 We found no referral program on the ServiceTitan pages we reviewed.

 ServiceTitan ReputationTradesWork
Review requests after the jobYesYes
Private rating and unhappy alertsAlerts for reviewsOffice task at your threshold
Review feed and repliesYesNot built
Listings sync60+ sitesNot built
Referral rewardsNot found on reviewed pagesYes, paid on first invoice

Source: servicetitan.com/features/pro/marketing/reputation

Who needs more than this

If you manage several Google profiles and reply to dozens of reviews a week, you'll still want a dedicated reputation tool for the reply inbox and listings. If what you need is a steady stream of honest requests, a same-day save on unhappy customers and a referral program that pays only on real revenue, this covers it.

Footnotes

  1. Google, Maps user contributed content policy: fake engagement. https://support.google.com/contributionpolicy/answer/7400114 ↩

  2. Federal Trade Commission, Trade Regulation Rule on the Use of Consumer Reviews and Testimonials, 89 Fed. Reg. 68034 (Aug. 22, 2024), effective October 21, 2024. https://www.govinfo.gov/content/pkg/FR-2024-08-22/html/2024-18519.htm ↩

  3. IRS, De minimis fringe benefits. https://www.irs.gov/government-entities/federal-state-local-governments/de-minimis-fringe-benefits ↩

  4. ServiceTitan, Marketing Pro Reputation. https://www.servicetitan.com/features/pro/marketing/reputation ↩

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Frequently asked questions

No. Every customer sees your public review links, before and after they rate, whatever they rate. Google's policy forbids selectively soliciting positive reviews, and so does good sense. The private rating just makes sure an unhappy customer reaches your office the same day.

Ready to run a tighter shop?

Try TradesWork free for 14 days. Bring your customers and price book, or start fresh with a price book made for your trade.

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Three workers in coveralls unloading equipment from a van