How to Send Review Invites via the Technician App
Technicians can send review invites to customers from the field with the SW Reputation Management Mobile App.
Use the table of contents to quickly scroll to specific sections of this article.
1. Download the App #
Log in to your ServicersWeb Client Portal and navigate to Reputation Management > Download App on the left sidebar menu.
2. Login to the App #
Login to the app on your mobile device.
Please note, if you close the app window, you will be prompted to login again next time you access the app.
3. Enter Customer Information #
Enter the customer’s basic information:
- Phone Number
Then choose the Location of the customer. Your locations are set based on your Google Maps locations.
4. Send or Schedule Invite #
To send the review invite immediately: Click the Send Review Invite button.
To send the review invite later: Click the Calendar icon in the Schedule? section. Then choose a Date and Time. Click the Send Review Invite button. The invite will be sent on the day and time you chose.
You will receive a green success message or red error message after sending each invite.
Please note, you can clear all fields before sending a review by clicking the Reset button.