Summit Home Services
Sample Data — Demonstration Only · Every system is configured around your actual workflow
Sample Data — Demonstration Only

Reviews and Referrals

Turn completed jobs into honest feedback and warm introductions — with a task for every step.

Requests ask for honest feedback. No incentives are offered for positive reviews.
Jobs completed this month
1
Review requests awaiting action
2
Reviews received
2
Average rating
4.8
Sample rating — demonstration only
Referral opportunities
5
CustomerServiceCompletedAssignedReviewReferralFeedback
Grace KimGrab Bar InstallationJul 1, 2026Sofia GrantRequest Task CreatedNot Requested
Harold SimmonsAccessibility Upgrade PackageJun 14, 2026Sofia GrantReview ReceivedRequest Task CreatedPositive
Miguel SantosWalk-In Shower InstallationJun 5, 2026Sofia GrantReview ReceivedNot RequestedPositive
Nancy EllsworthNon-Slip FlooringMay 22, 2026Sofia GrantNot RequestedNot Requested
Priyanka ShahTub-to-Shower ConversionMay 30, 2026Sofia GrantRequest Task CreatedNot RequestedPrivate Feedback
Walter BrandtComfort-Height Toilet + Grab BarsJun 20, 2026Sofia GrantNot RequestedNot Requested
Review and referral requests are created as internal tasks for your team. Nothing is sent to customers from this demo, and review platforms are connected during system setup.

Customer feedback workflow

The same neutral path for every completed job.

1
Customer completes job
Job is marked completed by the visiting team member.
2
Staff requests neutral feedback
A task prompts the team to ask for honest feedback — never only positive reviews.
3
Customer directed to review option or private feedback form
Customers choose how they want to share their experience.
4
Team notified for negative feedback
Private feedback creates an internal notification the same day.
5
Recovery task created if needed
A follow-up task is assigned so concerns are addressed quickly.