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Chapter 7 · Guide 7.3

Request and manage customer reviews

Automate review requests and understand neutral review options offering public and private feedback channels.

6 minute readVerified August 29, 2026
OwnerOffice staff

At a glance

Use this guide when

Automating Google Business Profile review requests and choosing between Direct and Feedback filter modes.

Best practice

Trigger review requests 1–2 hours after job completion while client satisfaction is freshest.

Watch for

In Direct-to-Google mode, no private negative feedback is collected; all users route straight to Google.

01

Connect your Google Business Profile

  1. Go to Automations → Reviews and paste your Google Business Review link.
  2. Set the automated trigger: e.g. 2 hours after a job is marked Completed.
  3. Choose your Review Invitation Mode.
02

Understand review invitation modes

  • Direct-to-Google Mode: Sends customers straight to your official Google Business Profile review page, with no private feedback step.
  • 2-Step Feedback Page (neutral routing): Offers every customer the same two choices, submitting a public review on Google or sending a private feedback note to your office. An optional star rating never changes which choices appear, and invitations are never filtered or suppressed based on ratings or perceived satisfaction.
  • Link Visits vs. Published Reviews: Dashboard analytics track confirmed clicks to your review link; external platforms do not report through API whether a visitor finalized a public review.

Completion check

Confirm before moving on

Use these checks to make sure the dashboard and the real-world workflow agree.

  • Google Business Review link is verified in Automations → Reviews.
  • Preferred review mode (Direct-to-Google vs Private Feedback) is selected.
  • Automated review requests trigger successfully upon job completion.

Troubleshooting

When the workflow doesn’t look right

Review link opens an invalid Google page.

Verify your Google Review URL in Automations → Reviews. Test the link in an incognito window.

Keep going

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