When a Work Order has been invoiced, and the invoice has been paid, then a Customer Satisfaction (CSAT) form will appear after final payment.
About the Customer Experience Form
A customer will see this Customer Experiece (CSAT) form pop up when they log into their customer portal.
When CSAT Is Triggered
The CSAT prompt appears when:
The customer pays the final invoice on a Job.
The system detects that no remaining invoices exist for that Job.
This is tied specifically to payment of the last invoice.
What the Customer Sees
As shown in the image above, when the CSAT form appears, they can:
Select one of three ratings:
Unsatisfied
Neutral
Satisfied
Provide optional written feedback explaining their rating.
What Happens After Submission
Once submitted:
The CSAT rating is saved to the Method Job.
Written feedback (if provided) is stored with the Job record.
The Method Job will automatically be marked Closed.
