Follow-up messages after closeout
A completed-work follow-up is an email sent after a job closes. Use it to:
- Thank the client
- Check whether the work met expectations
- Ask for a feedback score
- Invite written comments
- Share care instructions or next steps
- Encourage repeat service
Replies and submitted feedback are routed to the user responsible for job communication.
Send follow-ups automatically
- Open Email Templates.
- Locate the completed-job follow-up in the job communication group.
- Enable the automation.
- Select how long after job closure the email should send.
- Edit the subject and message.
- Decide whether to include the feedback question.
- Preview and save the template.
When enabled, closing an eligible job schedules the follow-up for recipients whose communication preferences allow it.
Add a feedback score
The optional survey asks the client to choose a score from 0 to 10. Customize the question so the scale has clear meaning, such as overall satisfaction or likelihood to recommend your business.
After selecting a score, the client can provide written detail. Keep the surrounding email neutral so the client feels comfortable reporting a problem.
Choose the reply recipient
Follow-up replies go to the job communication recipient configured in Client Email and Text Templates.
Select a monitored inbox or active team member who can:
- Respond to service concerns
- Thank satisfied clients
- Arrange corrective work
- Escalate urgent feedback
Send a follow-up manually
Send a one-time follow-up whenever the job is ready for client review.
- Open Jobs.
- Select the completed job.
- Open more actions.
- Select Send Job Follow-up Email.
- Confirm or add recipients.
- Edit the subject and message.
- Add attachments when needed.
- Choose whether to include the feedback survey.
- Enable Send Me a Copy for a BCC.
- Review and send the email.
Attachments can come from the device, client notes, or job notes. Use them for final reports, care instructions, warranty information, or completion photos.
A manual send does not change the saved default template unless you edit the template separately.
What the client sees
The email contains:
- Your business identity
- The customized follow-up message
- Supporting attachments
- The optional 0–10 feedback scale
After choosing a score, the client can submit written feedback on the Fieldified feedback page. The response remains linked to the client and job.
Turn follow-ups off for one recipient
Keep the global automation enabled while excluding a client or contact who does not want completed-work emails.
- Open Clients.
- Select the client.
- Edit the client or contact.
- Open communication preferences.
- Disable completed-job follow-ups.
- Save the record.
Record the preference on the correct contact when a client organization has several recipients.
Review follow-up results
The follow-up report and job communication history can show:
- Client and job
- Recipients
- Delivery date and status
- Survey included or omitted
- Feedback score
- Written comments
- A preview of the sent email
Survey-specific reporting includes jobs whose follow-up contained the feedback question. Follow-ups without the survey remain available in general communication history.
Open the job to see its latest follow-up response in context with the completed work.
Respond to feedback
Use a consistent response process:
- Review low scores promptly.
- Contact the client through an appropriate channel.
- Record the resolution on the client or job.
- Share positive feedback with the responsible team.
- Ask for a public review separately and only when appropriate.
Do not treat a follow-up survey as marketing consent. Promotional messages require the recipient’s applicable consent and communication preferences.