Example
A multi-location practice
One phone system and one calendar, across every office.
Read the example →Case studiesIllustrative example
Home services
A review request after every job, and a reason to come back.
An illustrative example of a home-services company. The job ends, a text asks for the review, and a past customer hears from the company before the season does.
- Industry
- Home services
- Where
- Repeat visits
- On Ottimo
- Reviews, Email & SMS, Websites, CRM
After the joba text asks for the review
On the pagereviews sit beside the service
Past customersget invited to book again
About this example
About
A home-services company is judged twice: once on the job, and once on whether the next person can see that the last job went well. If the review request waits until someone at the office remembers, most jobs never get one.
This is an illustrative example. It is not a named company, and it does not claim a star rating or a return rate.
The situation
The crew finished the job and moved to the next one. The office meant to text for a review. By the time they did, the customer had forgotten the details, or had already been asked by someone else.
The website listed services. It did not show what recent customers said about those services. A person comparing two companies had little on the page to go on.
What the office needed
The request has to be tied to the job, not to a spare hour on Friday. If the job moves, the message should move with it.
Seasonal work comes back. The company wanted a reason to write to people who already hired them, without starting a new list in another tool.
How it is set up
When the job is marked done, the text goes out. Appointment messages and promotions stay on separate consents, and a person can reply STOP. The office does not keep a second spreadsheet of who was asked.
The service page can show those reviews next to the work. Later, a past customer gets a plain reason to book again: the season, the maintenance visit, the thing they already hired the company to do. The message comes from the same record as the original job.
More examples
Example
A specialty clinic
A schedule that stays full, from the search to the booked visit.
Read the example →