Reviews

Reviews asks every finished client for a review, follows up once, and tracks where it landed. This video covers requests and stages, automatic sends and their rules, review links, and sending by hand.

Review links

Start on the Rules and links tab. Under Review links, paste your Google review link, from Ask for reviews in your Google Business Profile, plus any other sites you use. Asks can't go out without the Google link. Only owners and admins change these.

New requests

Requests make themselves: when a project moves to Completed, ask for a review, ECHOPS opens one. Or click New request, choose A project or A client without a project, and click Make the request.

Stages

To ask means the ask hasn't gone out. Waiting on the client means you asked and no review is in. Then Got the review, or Can't get a review if you gave up. On hold parks it, and nothing goes out.

The list

Each row shows the client, the stage, the next step, where they reviewed you, the warranty's days left, and who it's from. Click a stage, sender or warranty date to change it. The tiles count what's due and what didn't go out.

Review autopilot

The Review autopilot switch is Send asks by themselves. On, the ask, the follow-up and the warranty note go out on their own, hourly from eight in the morning to eight at night, Eastern time. Off, nothing goes until someone presses Send.

The sequence

The ask goes right away, and the follow-up five days later by default, if no review is in. Before the warranty ends sends a note near its end. Marking the Google review in offers the thank-you, which asks for your other sites. Marking it Can't get one offers the last try. The warranty note and the last try start turned off.

Editing a step

Click a step to change it: on or off, the days, and email, text, or both. Use the insert buttons for the client's first name, your Google link and more, and check the preview. Click Save, then Send me a test.

Who it comes from

Emails come from the project manager's own Gmail or Outlook when it's connected, otherwise from your company's name, with replies going to them. Texts go from your business number once texting is on. A location can set one fixed sender.

One request

Click a request to open it. Under Reviewed on, tick each site once the review is up; ticking Google moves it to Got the review and offers the thank-you. The Send list shows each step and a Send button.

Sending by hand

On the list, the Next step button sends that step, and it always asks first. Moving a request to Got the review or Can't get a review asks too: Just move it, or Move and send.

Automatic sends

The Automatic sends tab lists every send: who, when, what went, and how. Filter to Didn't go to fix problems. Owners and admins can click Run now.

Add your Google review link before anything else, then let the autopilot do the asking and the following up. Next: Feedbacks.