Sending Your First Review Request

Review requests are the core of Reveo — they’re how you get more reviews from happy customers. This guide walks you through sending your first one.

Before You Start

Make sure you have:

• An active campaign set up for your location (your admin configures this)
• The customer’s phone number (SMS requests) or email address (email requests)

How to Send a Review Request

Step 1: Tap the Send Button

Tap the green Send button in the center of the bottom navigation bar. This opens the Send screen.

Step 2: Find Your Customer

You have two options:

Search for an existing contact: - Type the customer’s name or phone number in the search bar

• Select them from the results

Add a new contact: - If the customer isn’t in your system yet, tap Add Contact - Enter their name and phone number (minimum required)

• They’ll be saved for future requests

Step 3: Choose a Campaign

Select which review request campaign to use. Each campaign has:

• A name (e.g., “Post-Service Review Request”)
• A message template that gets personalized with the customer’s name and your business name
• A link that directs the customer to your preferred review site (Google, Facebook, etc.)

Your admin sets up campaigns — if you don’t see any, ask them to create one for your location.

Step 4: Preview and Send

Review the message before sending:

• Check the customer’s name is correct
• Read the message preview
• Tap Send Request

The request is sent immediately via SMS. You’ll see a confirmation screen.

After Sending

Track Your Request

Go to the Send tab and scroll down to Recent Sends . Each request shows its current status:

| Status | What It Means | | Sent | Message delivered to the customer’s phone | | Clicked SMS | Customer tapped the link in the SMS | | Clicked Review Site | Customer landed on the review site (Google, Facebook, etc.) | | Left Review | Customer submitted a review | | No Action | Customer hasn’t acted yet |

View Your Full Send History

Tap View My Sends → at the bottom of the Send tab to see your complete history with status breakdowns.

Using the QR Code (Field Techs)

If you’re in the field and the customer is right in front of you:

• Tap Show QR Code on your Home screen (or from the Send tab)
• Show your phone screen to the customer
• They scan the QR code with their camera
• It opens the review site directly — no SMS needed

This is great for:

• Right after completing a job
• When you don’t have the customer’s phone number
• When you want an immediate review while the experience is fresh

Tips for Getting More Reviews

• Send immediately — request reviews within an hour of completing the job. The experience is still fresh.
• Personalize when possible — add a note about the specific service you provided.
• Follow up once — if the customer hasn’t acted after 3 days, a gentle follow-up is appropriate. Don’t overdo it.
• Use QR codes on-site — the highest conversion rate comes from face-to-face requests right after the job.
• Check your leaderboard — see how your send volume and review conversion compare to your team.

Troubleshooting

“No campaigns available” Your location needs at least one active review request campaign. Ask your admin to set one up in the desktop app under Settings → Campaigns.

Customer didn’t receive the SMS - Verify the phone number is correct

• The customer may have opted out of SMS — check their contact record
• Some carriers block automated SMS — try email instead

Request shows “Sent” but customer says they didn’t get it SMS delivery can take 1-2 minutes. Ask them to check their text messages (not iMessage). If still not received, the carrier may be blocking — try resending or use the QR code method.

Next Steps

• Responding to Reviews → — once customers leave reviews, learn how to respond
• Using AI Draft → — let AI help you write professional review responses
• Understanding Your Dashboard → — track how your review requests are performing

Last updated: June 2026 · Reveo Help