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How to update the review request link in Housecall Pro?

These instructions will guide you through updating the job finished text message and email that Housecall Pro automatically sends when a job is completed.

Setting Up Custom Job Finished Texts

Step 1: Log into Housecall Pro and go to Settings.

Once logged in, click on Settings in the lower left-hand corner of your screen.


​Step 2: Click Jobs

Click Jobs, navigate to the Notifications section, scroll down to Finished, and toggle the switch to enable Text notifications.

Step 3: Edit the Text Verbiage and paste the Review link

Click the pencil icon next to Text to edit the text message content, paste your review link into the box, and save your changes.
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To preview your text message, click the Preview button.

You're all set with your job finished survey form via SMS!

Notes:

  • Use the appropriate personalized tokens for your customer's name, location, or business name.
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  • We recommend sending yourself a test invoice to ensure the link is working before sending it to customers.

  • To obtain your review link go to Reviews > Invites > Your Review Link.
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