Request a review after a real customer milestone that indicates the job interaction is complete enough to ask. The exact trigger should reflect your operation—completed job, paid invoice or another verified event—not a random timer.
Why the trigger matters
If a review request fires before a technician arrives, while an issue is unresolved or after a customer has already complained, automation damages trust. The field-service system may know job completion more accurately than the marketing CRM, so integration design matters.
What HighLevel currently supports
HighLevel’s documentation states that review requests can be sent manually or automatically through workflows, including SMS and email pathways. Review settings allow businesses to configure destination links and messaging.
A practical HVAC workflow
- Field-service system marks an appropriate customer milestone complete.
- That event is passed to the CRM if the CRM is responsible for the review request.
- Workflow checks any exclusion conditions.
- One review request is sent through the chosen channel.
- Retries, if used, follow a restrained cadence and stop when appropriate.
We earn a commission if you buy through this link, at no added cost to you. HVAC Pipeline Lab is independent and is not owned or endorsed by HighLevel.
Do not manipulate sentiment
The goal is to invite genuine feedback, not to suppress negative customers or manufacture a rating. Platform policies and applicable consumer-protection rules should shape the exact flow.
Sources checked
Product capabilities and pricing change. These first-party sources were checked for this page; verify current details before purchasing or changing an operating system.
Last fact-check: September 27, 2026