Job Follow Ups

Overview

Job Follow Ups help you send thank you messages to customers after completing work. BlueClerk tracks completed jobs from the last 30 days that haven't received a follow up yet, making it easy to maintain customer relationships and encourage repeat business. You can send follow ups via email or SMS with one click.

How It Works

Automatic Tracking

BlueClerk monitors all completed jobs and identifies those without follow ups:

• Jobs from the last 30 days - Recent completions that are still fresh
• No follow up sent yet - Jobs that haven't received a thank you
• Customer contact info required - Email for email follow ups, phone for SMS

Accessing Job Follow Ups

1. Go to Marketing & Engagement in the sidebar
2. See "Follow Up on Completed Jobs" section at the top
3. View all pending follow ups with customer name, job number, and completion date

Sending a Follow Up

From the Marketing Page

1. Find the job in the Follow Up list
2. Click "Send" button next to the job
3. Choose method: Email or Text (SMS)
4. Review the default message - "Thank you for choosing us! We appreciate your business and hope everything is to your satisfaction. If you need anything else, don't hesitate to reach out."
5. Edit the message if desired
6. Click "Send" to deliver the follow up

From Customer Detail Page

When viewing a customer:

1. Scroll to CustomerThankYouCard section
2. See relationship stats - total jobs and customer since date
3. Click "Send Thank You" or "Send Another" if already sent
4. The system shows last thank you date so you don't forget when you last reached out

Follow Up Methods

Email Follow Up

• Sent to customer's email address on file
• Professional branded email with your company info
• Customers can reply directly to continue the conversation

SMS Follow Up

• Sent to customer's phone number on file
• Short, friendly text message
• Great for customers who prefer texting

Tips

• Send within a few days - Follow up while the work is still fresh in their mind
• Personalize when needed - Edit the default message for special situations
• Check last sent date - The customer detail page shows when you last sent a thank you
• Works with milestones - Combines well with Customer Milestones for ongoing relationship building

Questions

Q: What happens after I send a follow up? A: The job is marked as followed up and removed from the pending list. A tracking record is created so you know when you last reached out.

Q: Can I customize the default message? A: Yes, you can edit the message before sending each follow up to personalize it for the customer.

Q: What if a customer doesn't have an email or phone number? A: You'll need to add contact information to the customer record before sending a follow up. Email is required for email follow ups, phone for SMS.

Q: How long does the 30-day window last? A: Jobs remain in the pending follow up list for 30 days after completion. After that, they're considered too old for automatic follow up reminders.