Growing & automating

Reviews, Campaigns & Referrals

Asking for reviews, emailing your customer list, and rewarding word of mouth.

Reviews

A completed job can send the customer a review request. Their rating and comment come back into the reviews list, with your average shown at the top. Requests are sent from the job rather than in bulk, because a review asked for the day the work was done is worth more than one asked for a month later.

The reviews list with total count, average star rating, and individual reviews showing customer, stars, comment and date.

Worth knowing

Reviews collected here are yours — they live in your account and can be shown on your own website through the site builder. They are not posted to Google or any other platform.

Campaigns

A campaign is an email to your customer list — either everyone, or everyone carrying a tag you have applied. You write it once, preview it, and send. Sends go through the same queue as the rest of the platform's email, so a large list does not block the app while it goes out.

The reachable count shown before you send is the number of emails that will actually be attempted. Anyone who has unsubscribed, or who has no email address on file, is already out of it — so the figure does not quietly shrink once you press Send.

What this does not do

Campaigns are one-off sends. Apart from service reminders below, there is no drip sequence, no automation trigger, and no A/B testing.

Service reminders

The one email that sends itself. Turn it on, choose an interval, and a customer whose last visit was longer ago than that gets a reminder — without anybody running a report or keeping a list. It is off until you switch it on, and the page tells you how many people it would email today before you do.

Rule	Why
Nobody is reminded twice in one interval	Being overdue is a state people stay in. Without this, the same customer would be emailed every day.
Anyone already booked or holding a quote is skipped	Telling somebody their service is due when they are in your diary for Tuesday reads as though you cannot see your own calendar.
Customers with no work history are never emailed	Somebody typed in from a phone call that never became a job is not overdue a service.
Very old customers are left alone	Past three intervals it stops being a reminder and starts being cold outreach.

Worth knowing

Reminders carry the same unsubscribe link as a campaign, and honour the same opt-out. Someone who unsubscribes stops receiving both — and continues to receive invoices, quotes and appointment reminders, which are not marketing.

Referrals

Each business gets a referral code. When a business signs up with it and later upgrades to a paid plan, both sides get free months — the referrer and the referred. The reward is granted at the moment of upgrade, and at most once per referred business.

Setting	What it controls
Programme active	Whether referral codes are honoured at all.
Free months awarded	How many each side gets. Applies to both equally.
Terms text	The wording shown to business owners. Blank uses the default.

Worth knowing

Referral settings are platform-wide and set by the platform operator, not per business. What you see in your own account is your code and the status of anyone who used it.