3‑Touch GBP Review Engine — One‑Page SOP (ServiceTitan • Jobber • HCP)
A printer‑ready, tool‑specific checklist to install a compliant 3‑touch Google review engine tied to job completion in ServiceTitan, Jobber, or Housecall Pro — with paste‑ready copy, exclusion patterns, and a one‑page scoreboard.
Wire review requests to job completion so finished work turns into steady Google reviews without extra admin. Do this once, then post the scoreboard by dispatch and run a 10‑minute weekly check‑in. Built for 2–25 tech home service shops.
- 1
Create your direct Google review link (and QR)
In Google Business Profile, open “Ask for reviews.” Copy the direct review link and download the QR. Create a short version of the link (e.g., {short_gbp_link}) for SMS/email.
- 2
Store the link centrally in your CRM
Paste {short_gbp_link} into your CRM’s message library/templates so every automated message pulls the same URL. Keep the QR on a 1‑pager for techs/tablets.
- 3
ServiceTitan — turn on Reputation and wire the trigger
Settings → Marketing Pro → Reputation Management: enable Surveys/Reviews, add Google under Review Sites, and set trigger = Job Complete (use Manual Request first if you want to test).
- 4
ServiceTitan — exclusions and no‑conflict rule
Exclude warranty/redo/internal work via a “No Survey” tag or by BU/Job Type in Segment/Advanced Filters. Do not paste the Google link into legacy Job Completion Survey text—use Reputation’s Review Sites connection only.
- 5
Jobber — enable Reviews and set timing
Settings → Marketing → Reviews: connect your GBP. Choose the initial trigger (Job closed / Visit completed / Invoice paid). Set automated reminders to Day 2 and Day 7 to match this SOP. Jobber suppresses late‑night SMS (approx. 9pm–9am it switches to email).
- 6
Jobber — handle one‑off opt‑outs (no gating)
Use the per‑client “Ask for review” toggle only for edge cases (e.g., property managers). Never filter for “happy only.” Google bans review gating.
- 7
Housecall Pro — connect, set a clean final trigger
Reviews → Connect → Google. Choose “Job finished” or “Job is paid.” For multi‑day/segmented jobs: tag non‑final segments (e.g., “No Review”) and remove the tag on the final segment so it sends once.
- 8
Housecall Pro — route volume to Google
In Reviews settings, set distribution to prioritize Google so requests flow where they matter most.
- 9
Install Day‑0 SMS (send right at finish/payment)
Copy this exactly, then personalize brackets: “Hi {first_name}, it’s {company_name}. Thanks for trusting us today. Mind leaving a quick Google review? {short_gbp_link} Reply STOP to opt out. Reply HELP for help. Msg&data rates may apply.” Notes: include brand ID and STOP/HELP every time; send during business hours when possible; no incentives.
- 10
Install Day‑2 reminder (email or SMS based on your tool)
Email subject: Quick favor? Body: “Thanks again for having us out on {job_date}. If you have 30 seconds, here’s the same review link: {short_gbp_link}. It helps neighbors find us.” If using SMS for Day‑2, append: “Reply STOP to opt out. HELP for help.”
- 11
Install Day‑7 final email (last touch)
Subject: Last nudge from {company_name} Body: “We won’t bug you after this. If we earned it, would you leave a quick Google review? Last time we’ll ask: {short_gbp_link}.”
- 12
Standardize the 60‑second reply habit (CSR‑ready)
Reply to every review within a day using 4 lines:
- Thank by name + job/outcome. 2) Acknowledge praise/issue plainly. 3) State a next step or direct line. 4) Sign with real name + role. Examples — Positive: “Thanks, Maria — glad the drain’s clear and cleanup was fast. We’ve passed this to Chris who ran point. If you ever need us, call 614‑555‑0100. Mike, Owner.” Negative: “I’m sorry about the reschedule, Kevin. That’s not our standard. I’m booking a no‑charge follow‑up — call me at 614‑555‑0100. Mike, Owner.”
- 13
Compliance check (do this once)
• Ask everyone uniformly (no incentives, no gating). • SMS must include brand ID and honor STOP/HELP. • If you register a new A2P 10DLC campaign (US), have public Privacy Policy and Terms URLs ready. • Keep sends to business hours and pace naturally by job completion.
- 14
Run a live test in each system today
Create a test job to your phone, mark complete/paid, and confirm: Day‑0 SMS fires with {short_gbp_link}; Day‑2 and Day‑7 follow‑ups queue/send as configured; STOP opt‑out works; overnight quiet‑hours behavior matches expectations.
- 15
Print and post the scoreboard; review weekly in 10 minutes
Track these four numbers and coach from them:
- Reviews per 100 jobs = (30‑day reviews ÷ 30‑day completed jobs) × 100. Target: ≥10; <5 needs troubleshooting.
- 30‑day review count (raw new reviews).
- Average rating (rolling 90 days).
- Per‑tech review pace = reviews mentioning the tech (last 30 days) ÷ days worked. Optional 5th: % of new reviews replied to within 24 hours. Coach tech talk‑track at wrap‑up: “I’ll have the office text you a quick link — if you’ve got 30 seconds for a Google review, it really helps.”