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Documentation Index

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The Reputation feature does two things, in a single funnel:
  1. Sends happy customers to your Google Business Profile so they leave 5-star reviews.
  2. Catches unhappy customers privately so you can fix the problem before they post a 1-star review on Google.
Both happen automatically after every completed job, if you turn it on.

How the funnel works

When a job wraps (deal moves to Completed, appointment marked done, or you trigger manually), we fire a review request:
  1. Customer gets an SMS or email asking how the job went, with a star rating widget.
  2. They tap 4 or 5 stars: redirected immediately to your Google review page to leave a public review.
  3. They tap 1, 2, or 3 stars: redirected to a private feedback form (“we’re sorry — what went wrong?”). Their feedback comes to you privately, doesn’t go public.
So happy customers funnel to public reviews; unhappy customers funnel to private feedback. You hear about problems before Google does.

Why this works

Most owners only ask for reviews from customers who explicitly say “we loved you.” The rest never get asked because owners don’t want to risk a bad review. Result: you have 4 reviews on Google when you should have 40. Automating the request — to every completed customer — and routing star ratings before publication solves both: you ask everyone, but only happy customers reach Google.

Set up

Three things to configure:
  1. Connect your Google Business Profile — so we have a Google review URL to send happy customers to. (GBP setup →)
  2. Turn on automatic review requests — fires after each completed job. (Sending requests →)
  3. Choose channel and timing — SMS within 1 day, email within 3, etc.

Tracking

The Reputation dashboard shows:
  • Requests sent in a given period
  • Star ratings breakdown (how many 5s, 4s, 3s, etc.)
  • Public reviews captured (5/4 stars that clicked through to Google)
  • Private feedback received (1/2/3 stars that left written feedback)
  • Conversion rate — % of requests that resulted in a public review

Limits

  • Don’t send the same customer two review requests within 90 days. We dedupe automatically.
  • For the AI to know when to fire, you need a clear definition of “completed.” Most orgs use the deal moving to Completed stage as the trigger.

Negative-feedback handling

When a customer leaves negative feedback (1-3 stars + a written explanation), it shows up:
  • In your inbox as a conversation
  • As an interaction on the customer’s contact record
  • In the Notifications bell for owners + admins
Read the feedback, decide how to respond (refund, redo the work, apology call, etc.), and you’ve prevented a public bad review.

Next

Send your first review request

Set up automatic + manual sends.

Connect Google Business Profile

Get your Google review URL configured.