Post-service follow-up

Best for

• Businesses with repeat or seasonal services and no reminder system
• Companies that want to catch a problem before it becomes a bad review
• Offices where follow-up happens when someone remembers

Trigger

A job or appointment is marked complete in the CRM or field software.

Inputs

• Completion date and job type
• Customer contact details and preferences
• The service intervals the business defines by job type
• Any complaint or warranty flag on the job

Actions

• Send a thank-you within a day of completion
• Send a check-in at the set interval asking whether everything is right
• Schedule a service-due reminder based on the job type's interval
• Log every touch on the customer record
• Open a task for a person on any reply

Outputs

• Every completed job followed by the same sequence
• Replies as tasks with the thread attached
• A running list of customers due for service

Human handoff

Any reply, especially a complaint, goes to a person immediately and pauses the sequence. Nothing schedules or sells on its own.

Exceptions

• A job with a complaint flag pauses the sequence and alerts the manager
• Warranty and callback jobs get a different message or none
• Customers who have opted out are excluded
• Dental and med spa messages carry no clinical content and are approved by the practice

Required access

• CRM or field software access to read job status
• The texting or email channel from the business identity
• Approval of the intervals and the wording

Important limitations

• It depends on jobs being marked complete accurately and promptly
• The business has to define the service interval for each job type; the workflow does not guess
• Healthcare content requires practice approval and a scoped compliance review before go-live