Workflow · Bookings
Home visit done → thank-you and review request
After a home visit is completed the customer gets a thank-you with a request for a review.
3 steps · 5 apps- TriggerThe visit is doneHome service
- 1FlowWait a whileWorkflow
- 2ActionMessage the customer on WhatsAppWhatsAppWhatsAppSMSEmail
- DoneLogged in the run history
How it works
3 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Home service
The visit is done
The flow starts the moment this happens in Home service — nobody needs to press a button.
- 2
Flow · Workflow
Wait a while
The flow waits for the set time, then carries on.
- 3
Action · WhatsApp
Message the customer on WhatsApp
The customer gets a message by WhatsApp, SMS or Email — whichever reaches them first. You write the text when you set it up.
Apps it uses
- Home service
- Workflow
- WhatsApp
- SMS
- Email
To run it
- Modules switched on: Home service, Notifications
- A connected channel for the message: WhatsApp, SMS, Email
- Picking it in Era and looking it over once
Similar templates
Start with Home visit done → thank-you and review request
Runs on your own Claude or ChatGPT subscription, or your API key.