Post-Job Feedback Forms
Collect client feedback after job completion and let negative responses automatically flag issues for follow-up.
Catch service issues early with client feedback
Collect feedback after every job, spot unhappy clients quickly, and keep issues visible for follow-up before they turn into larger problems.
Configure Post-Job Feedback in Form Settings. Only Owners can access form settings. Managers and Techs cannot view or change these options.
What it is
Post-Job Feedback is a client-facing form you share after a job is completed. Clients use it to rate the service, leave comments, and answer any extra questions you add.
Clients do not need to sign in. They open the form from a secure link and submit their feedback directly.
Configurable fields
Use these fields to decide what feedback you want to collect from clients.
| Field | What It Collects |
|---|---|
| Service Rating | Client rates the service as Excellent, Good, Okay, or Not good. |
| Comments | Open text area for detailed feedback. |
| Follow-up Permission | Asks the client if they are open to being contacted about their feedback. |
| Custom Questions | Up to 5 custom questions you define. |
All fields are enabled by default. Turn off any field you do not need.
Built-in field labels automatically use residential-friendly wording when the job's client is a residential account. For example, the rating question reads 'How would you rate today's cleaning service?' for commercial clients and 'How would you rate today's cleaning?' for residential clients. The comments label changes from 'Any comments about this job?' to 'Any comments about the visit?' accordingly.
How feedback connects to issues
Feedback does more than collect comments. It also helps you track service problems without manual follow-up.
When a client rates the service as Okay or Not good, the job's issue flag is automatically set, but only if the job has already been marked Completed or Archived. When they rate Excellent or Good, the issue flag is cleared if it was previously set. The job's status itself never changes from feedback. This keeps problems visible on the jobs list without manual tracking.
When a client leaves negative feedback with an Okay or Not good rating, all Owners and Managers receive an email notification with the job name, client name, rating, and comments. The email includes a link to view the job and resolve the issue. Positive ratings do not trigger a notification. The feedback request email sent to the client greets them by contact name and uses commercial or residential language based on the client's account type.
How to share
From the job detail page, find the Form Links card. Click Copy Link next to Post-Job Feedback, then paste the link into an email or message to your client.
The link uses a signed token for security. Only people with the exact link can open the form, and no login is required. Links stay valid for 90 days. For more details, see Sharing Forms.
One submission per job
Each form can only be submitted once per job. If a client tries to submit the same form again — whether from a bookmarked link, a page refresh, or a rapid double-click — the duplicate is rejected. This prevents duplicate activity log entries and repeated email notifications.
Required fields are enforced
If a field is enabled in your form settings, the client must fill it in before they can submit. For example, if Service Rating is on, the client must select a rating. Submissions with missing required fields are rejected with a clear error message.
Where to go next