Signatures and Review Requests

Overview

BlueClerk lets you collect digital signatures from customers on jobs, invoices, and estimates - perfect for confirming work approval or completion. After completing a job, customers automatically receive a Google review request 24 hours later if you have a Google review URL configured in your company settings.

Digital Signatures

Requesting a Signature

From any job, invoice, or estimate:

1. Open the record you want signed
2. Click "Request Signature"
3. Select who should sign: Choose a customer contact
4. Add a message (optional)
5. Send the request - Customer receives an email with a signing link

Customer Signing Experience

When customers receive a signature request:

1. Click the link in the email
2. Review the document (job details, invoice line items, or estimate)
3. Sign with their finger or mouse on the signature pad
4. Submit - The signature is saved and you're notified

Viewing Signed Documents

Once signed:

• Signature appears on the job, invoice, or estimate detail page
• Timestamp recorded - Shows when it was signed
• Signer identified - Name and contact of who signed
• PDF includes signature - Downloads and emails show the signature

Automatic Review Requests

How It Works

BlueClerk automatically requests Google reviews from customers after job completion:

• Daily at 3pm UTC - A scheduled process checks for eligible jobs
• 24-48 hour window - Only sends to jobs completed 24-48 hours ago
• Google review URL required - Company settings must include your Google review link
• SMS preferred, email fallback - Sends via SMS if customer has a phone number; otherwise uses email
• Duplicate prevention - Each job only gets one review request, tracked in the database
• Batch limit - Maximum 50 review requests sent per day

Setting Up Review Requests

To enable automatic review requests:

1. Go to Settings > Company Profile
2. Scroll to "Google Review URL"
3. Paste your Google review link (e.g., from Google Business Profile)
4. Save settings

Your Google review URL can be found:

• In your Google Business Profile dashboard
• Under "Get more reviews" or "Share review form"
• It usually looks like: https://g.page/r/... or https://search.google.com/local/writereview?placeid=...

What Customers Receive

Via SMS (if phone number available):

Hi [FirstName]! Thanks for choosing [Company Name]. If you were happy with our work, we'd really appreciate a quick review: [Google Review URL]

Via Email (if no phone number):

• Branded email with your company logo
• Friendly message thanking them for their business
• Clear call-to-action button linking to your Google review page

Reviewing Sent Requests

To see which jobs have received review requests:

1. Open a job detail page
2. Look for "Review Requests" section
3. See when the request was sent and via which method (SMS or email)

Why 24 Hours?

The 24-48 hour window ensures:

• Job completion is verified - Work is truly done, not just marked complete
• Customer has time to experience results - They've lived with the repair or installation
• Fresh in their mind - Not so long that they forget the details
• Prevents duplicate requests - System tracks which jobs have already received requests

Tips

For Better Signatures

• Request signatures on-site when possible - Higher completion rate
• Explain what they're signing - "This confirms the work is complete to your satisfaction"
• Make it easy - Provide a tablet or show them on your phone

For Better Reviews

• Do great work - The best reviews come from satisfied customers
• Set up your Google review URL - Don't miss out on automatic requests
• Keep customer contact info current - Phone numbers for SMS, emails for fallback
• Monitor your review requests - Check that customers are receiving them

Questions

Q: Can I manually request a review for a specific job? A: Currently, review requests are sent automatically 24 hours after job completion. If you'd like to manually request a review, you can send customers your Google review URL directly via text or email.

Q: What if a customer doesn't have a phone number or email? A: No review request will be sent. Make sure to collect at least one contact method (preferably phone for SMS) when creating customer records.

Q: Can I customize the review request message? A: Not yet. The message is standardized to ensure consistency and professionalism across all requests.

Q: Will customers get multiple review requests for the same job? A: No. BlueClerk tracks which jobs have received review requests and will never send duplicates for the same job.

Q: What if I don't have a Google Business Profile? A: You'll need to create one to receive Google reviews. Visit google.com/business to set up your profile, then add your review URL to BlueClerk settings.

Q: Can I see how many customers left reviews? A: Review request sending is tracked in BlueClerk, but actual review submissions happen on Google. Check your Google Business Profile to see new reviews.

Q: What time zone is the 3pm UTC cron? A: 3pm UTC is 10am Central Time / 11am Eastern / 8am Pacific. The system runs once daily at this time to find and send review requests.