Besides the job itself, one of the most important aspects of customer relationships is what happens after your jobs are over. Maintaining strong relationships with customers is essential to securing continued work. This setting allows you to select whether new customers will receive communications and also provides the ability to set communications for newly created work addresses.
View Setting
➡️ Profile Icon > Settings > Customers > After Sales Care Defaults > View.
Configuring After-Sales Care Defaults
You have two options in the main settings module to set the defaults after sales care.
Set defaults for customers.
Set defaults for work addresses.
To configure the defaults for the above,
Choose whether to allow newly created Customers/Work addresses to receive automatic post-sales communications.
Click Save upon choosing the desired option.
Advanced Options
For more control, you can specify which customer or work address receives communications. This is important for managing customer relationships and potentially preventing bad reviews from clients you know may leave negative feedback.
➡️ Scroll down to Advanced Options > Click View Customers or View work addresses.
From here, you can filter specific types of customers/Work addresses if you want to change their communication preferences in bulk, or you can update them individually.
If you do not use filters, you will change communication preferences for all customers or work addresses.
To change the communication preference, follow the steps below.
Use the filter to specify the customer or work address you'd like to view. You can filter by name or customer type (Private Customer, Company, Estate Agents, or Schools).
Once filtered, click Change communication preferences.
Select the after-sales care value.
Click Save.
Customers cannot modify or retract a negative review once it’s been posted.