Marketing & reviews

Campaigns, lead sources, referrals and review requests.

Ask for reviews after every jobTurn on automatic review requests, add your Google and other review links, send a request by hand, and read ratings on the Reviews dashboard.
Run a customer referral programSet up referral rewards, share each customer's referral link, and approve and issue rewards when a referred friend's first invoice is paid.
Automated campaigns: renewals, unsold estimates, win-backs and moreInstall a ready-made marketing automation from the Campaign Library, test it, turn it on, and check what it did in the run history.
Campaigns and lead source attributionPartly availableHow jobs get a campaign, how lead sources and tracking numbers feed it, where to see revenue by marketing channel, and how TradesForce connects over MCP.
Customer texts, quiet hours and STOP opt-outsChoose which automatic texts go to customers, set quiet hours, understand STOP and START, and register your business for texting (A2P 10DLC).
What's coming for marketingComing soonAn honest list of the marketing and reputation features that aren't built yet, what you can use today instead, and where each one stands.