Overview and quick actions for your review program
Welcome back
Track how your review program is performing, spot which technicians are earning the most 5-star feedback, and see which customers are still waiting for a request.
View Reviews
See external + internal feedback
Send Requests
Manually trigger SMS or email
Manage Locations
Offices & review destinations
Configure Settings
Messaging, cadence, integrations
Setup Checklist
Complete these steps to start sending review requests.
Rating Distribution
Top Employees
Reviews
Track and manage customer feedback across Google, Yelp, and Facebook
Customer responses collected through our SMS and email links
Date
Type
Location
Customer
Employee
Score
Feedback
Outcome
⭐
No reviews yet
Reviews will appear here once customers submit feedback through your SMS or email links.
Reviews
Track and manage customer feedback across Google, Yelp, and Facebook
Reviews scraped from Google, Yelp, and Facebook
Date
Source
Location
Author
Rating
Review
Employee Match
Actions
🔍
No external reviews yet
Click "Sync Now" to pull the latest reviews from Google, Yelp, and Facebook. Configure each platform on the Locations tab.
Reviews
Track and manage customer feedback across Google, Yelp, and Facebook
Outbound review requests — track delivery, clicks, and completions
Date
Customer
Employee
Status
Reminders
Location
📨
No requests yet
Review requests will appear once appointments sync from FieldRoutes.
Employees
Sync technicians from your CRM and attribute reviews to the right tech
Name
Email
CRM Location
Review Location
Status
Last Synced
👤
No employees yet
Click "Sync Employees from CRM" to import your technicians.
Locations
Configure offices, review destinations, and CRM connections
Name
Google Place ID
CRM
Office ID
Actions
📍
No locations yet
Add your first office location to get started.
Rewards
Pay cash bonuses to employees when they earn 5-star reviews
One-time setup: Connect your Stripe account
To pay bonuses directly to employees, we set up a Stripe account for your organization. You'll add your business bank details once; after that, every bonus auto-deposits into the tech's bank.
Recent Accruals
Once you set up Stripe and activate a bonus program, earned bonuses will show up here.
Active Programs
No active programs yet. Create one on the Programs tab.
Rules that turn qualifying reviews into bonuses
Name
Source
Min Rating
Amount
Auto-pay
Status
🎯
No bonus programs yet
Create your first program to start rewarding technicians when they earn 5-star reviews.
Pending approvals and payout history
Accrued
Employee
Trigger
Amount
Status
💸
No bonuses yet
Once a qualifying review lands and matches an eligible employee, it'll appear here for approval.
Employees need to link their bank before they can receive bonuses
Employee
Stripe Status
Onboarded
Payouts Enabled
👥
No employees yet
Sync employees from your CRM first, then invite them to set up their Stripe payout account.
Settings
Manage your organization's preferences, integrations, and team
Team
Email
Name
Role
Linked Employee
Last Login
Added
👥
Just you for now
Invite admins or employees to join this organization.
Settings
Manage your organization's preferences, integrations, and team
API Keys
Public API Documentation
External systems can pull employee and review data via our public API. Authenticate with
Authorization: Bearer rg_yourkey
or X-API-Key: rg_yourkey.
GET
/api/v1/employees
List all employees for your organization
GET
/api/v1/employees/:id
Get one employee + summary stats (total reviews, avg rating, star breakdown)
GET
/api/v1/employees/:id/reviews
All reviews for an employee (SMS-collected + matched Google reviews)
Query: ?since=ISO&until=ISO&limit=100&offset=0
GET
/api/v1/reviews
All reviews for your org, combined internal + Google
Create one to let another system pull your review data.
Settings
Manage your organization's preferences, integrations, and team
Do Not Contact List
Phone numbers on this list will never receive SMS from your organization. Entries are added automatically when recipients reply STOP to one of our messages, when Twilio reports error 21610, or manually by your team.
Phone
Source
Reason
Added By
Added
🚫
No one on the Do Not Contact list
Phone numbers added here will never receive SMS from your org.
Settings
Manage your organization's preferences, integrations, and team
Automatic Review Requests
When enabled, SMS review requests are automatically sent after appointments are completed. Manual sends always work regardless.
CRM Credentials
Enter your CRM API credentials once — every location in your organization uses them. Encrypted at rest with AES-256-GCM.
Not configured
⚡ Set up real-time triggers in FieldRoutes
Without this, we'll fall back to polling FieldRoutes every 30 minutes. With it, review requests fire within seconds of an appointment being marked complete. This is one Trigger Rule per FR account — not per location.
Click "Show Placeholders" in the FR rule editor to verify these variable names match your version. Only {{appointmentID}} is required.
Save the Trigger Rule
After saving, complete a test appointment and watch the Requests tab — a new request should appear within ~10 seconds.
Request Pattern
Build a sequence. Each customer rotates through it: first request gets the 1st item, second request gets the 2nd, etc. Add the same platform multiple times to weight it (e.g. Google, Google, NPS).
Click buttons below to build your sequence…
Add to sequence
🎯 Smart NPS settings
Customer rates 0–10. Promoters who haven't already left a public review are routed to Google/Yelp/Facebook. Detractors get a private feedback form (with optional email alert to the owner). Throttle and skip-if-already-reviewed don't apply at send time — Smart NPS always asks, then decides what to do based on the score.
Customers scoring this or higher get redirected to leave a public review.
When a customer scores 0–6, this address gets an email with the score, the customer's comment, and their contact info — so you can recover the relationship before it becomes a 1-star public review.
Rules & Timing
When and how often customers receive review requests, and what rating threshold sends them to a public review site.
Skip If Already Reviewed
Don't ask customers for a public review if they've already left one. Internal-only flows (NPS, Smart NPS) ignore this gate.
Only skip if a matching review exists within this many months. 'Forever' = any past review at all.
Settings
Manage your organization's preferences, integrations, and team
Channels & Cadence
Pick which channel(s) each step goes out on. The initial send fires right after an appointment; reminders fire on the schedule below.
Reminders
SMS Templates
Variables: {first_name}, {company_name}, {link}
Variables: {first_name}, {company_name}, {link}
Email Sender Identity
Customize the From: address your customers see. To send from your own domain (e.g. reviews@yourcompany.com), that domain must first be verified in Resend — contact Driven to get the DNS records set up. If it's not verified, emails will send from Driven's address with your address as Reply-To so customer replies still reach you.
If blank, replies go to the From Email. Useful if you want sends from reviews@ but replies to support@.
Email Templates
Used whenever a step above has Email checked. Plain text with line breaks — URLs become clickable automatically.
Variables: {first_name}, {company_name}
Variables: {first_name}, {company_name}, {link}
Variables: {first_name}, {company_name}, {link}
Settings
Manage your organization's preferences, integrations, and team
Customer Tips
After a qualifying review, we can send the customer a separate follow-up prompt inviting them to tip your technician directly. Tips flow through Stripe Connect to each tech's linked bank.
⚠ Each technician must complete Stripe onboarding before they can receive tips. Manage employee Stripe setup →
Trigger & Limits
When tipping is on and the rating clears the threshold below, customers get a follow-up tip prompt.
How long to wait after a qualifying review before sending the tip invitation.
Caps a single tip at this amount.
Amounts & Fees
Only shown if suggestions are enabled above.
Tip Invitation
Customer receives the invitation on every channel you check. At least one should be on, or nothing will go out.
$200 per location, per month. Your subscription quantity is set automatically from the number of locations on your account. Adding a location prorates and bills it on your next invoice; removing one credits the unused time. Cancel anytime from the billing portal.
New Bonus Program
Paid to the technician after approval.
Guardrails
Optional caps to prevent runaway bonuses.
Same customer can't trigger this bonus more than once within this window. Blank = no cap.
Blank = no cap.
Flagged/manual matches can still be paid by admin override.
Add Location
Review Destinations
Where customers can leave reviews for this location. Enter any combination — we'll send them to the right one based on your Request Pattern.
CRM API credentials are managed at the org level — set them once in Settings → CRM Credentials and every location uses them.
Every review request SMS is sent from our platform number. Cannot be changed per org.
💡 After saving, click "Register Webhook" on the location row to connect Briostack's real-time notifications. Otherwise we'll check every 10 minutes via polling.
Manually send an SMS review request. Bypasses auto-send and business-hours gates.
Add to Do Not Contact
We'll normalize the number to E.164 format before saving.
Upload Do Not Contact List
Paste phone numbers one per line, or comma-separated. Any format works — we'll normalize to E.164.
Duplicates and already-listed numbers are skipped automatically.
Create API Key
Generate a key for an external system to pull your employee + review data.
Invite Teammate
Create a login for an admin or employee. Share the temp password privately.
Edit Teammate
Update name, role, or linked employee. Email isn't editable here — delete + re-invite if you need to change it.
If you set a new password, it takes effect immediately. Share it privately.
CRM Configuration
Credentials are encrypted with AES-256-GCM before storage. Existing values are shown masked.