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[PU-003] Customer Surveys

# [PU-003] Customer Surveys

What is it?

You never know if customers are happy until they leave. Customer Surveys automatically sends satisfaction surveys after job completion so you can catch problems early, collect glowing reviews, and keep your finger on the pulse of customer happiness. Think of it as your early warning system for customer issues.

How it Helps Your Business

  • Field Techs: Get direct feedback on their work, helping them improve and feel recognized when customers are happy.
  • Office Staff: No need to manually send follow-up emails — surveys go out automatically after every job.
  • Managers: Track customer satisfaction trends over time and spot problems before they turn into lost customers.
  • Customers: They feel heard and valued because you're actively asking for their opinion.

Essential Details

Key Capabilities

  • Automated survey sending right after job completion
  • Customizable questions tailored to your business
  • Response tracking with easy-to-read results
  • Satisfaction scoring to measure your team's performance over time

Getting Started

To enable Customer Surveys, go to Settings → Marketplace in your Out-Smart back office. Find the Customer Surveys Power-Up and click Activate. You can then customize your survey questions and set which job types trigger a survey. No other Power-Ups are required.

Related Features

  • [Customer Portal](customer-portal.md) — Give customers a full self-service experience alongside surveys
  • [CRM Plus](crm-plus.md) — Combine survey results with rich customer profiles for deeper insights
  • [Workflow](workflow.md) — Trigger surveys automatically at the right point in your workflow