How do I request a Rating/Review from my Client?
After work as been completed, you can easily request a review from your Clients. Clients are presented with the option of rating your experience (on a scale of 1 to 10) as well as adding a comment or feedback in a text box. You can then share these reviews on FaceBook or by email.
You can also view all reviews from a special report in your Reports tab.
- How do I request a Review?
- What do my Clients see when a review is requested?
- Where do I see my Reviews?
How do I request a Review?
There are two ways in which reviews are triggered and submitted. One is when online payment has been made (through a payment gateway), or after manually entering a payment on the invoice.
When you send an Invoice by Email, if a payment gateway is enabled on it for online payment, you’ll be asked if you would like to request a Review:
Manually Entering Payment
If you’ve sent out an Invoice that you are entering payment manually on, you’ll be asked if you’d like to request a Review after you’ve entered payment on an Invoice:
If you choose to request a Review, you’ll see a new pop-up. You can then customize the email that will be sent to your Client:
What do my Clients see when a review is requested?
When your Client agrees to review you, they’ll be asked to rate their experience on a scale of 1-10. They will also be able to add feedback in the text box below:
After a positive review (9 or above) the Client will have the option to introduce you to someone they know:
From there, they can customize the email message and you will be automatically CC’ed on it:
After the email is sent, a thank you message will appear with a Share button, allowing the user to post to Facebook (optional):
Where do I see my Reviews?
To see your Ratings and Reviews, click on the Home tab in your FreshBooks account and scroll down to the Recent Customer Reviews section:
Any reviews are also visible from within a Client’s profile from the People tab:
Clicking on numbered ratings brings up the review:
You can post these reviews to Facebook as the business owner, or email someone you know directly here:
Where can I see all my Reviews or export them out?
- Go to the Reports tab
- Click on the Client Reports sub-tab
- Click on Customer Reviews.
Here you will be able to see all your past reviews and filter them by date range. You can also click on the Client’s name to be taken directly to the review if you wish to share it. You can also use the Export to button to save the information as a CSV file.
How do I disable Customer Reviews?
- Go to Settings (top right)
- Click on the Misc sub-tab
- In the General section, uncheck Request reviews from Clients
- Click Save at the bottom of the page.
Note: By disabling Reviews, the Customer Reviews report is no longer available in your Reports tab.
Will I be notified if my Client reviews me?
FreshBooks sends the administrator an email as soon as a Client submits a Review.
Can I ask for multiple Reviews from the same Client?
Once you have sent a request for a Customer Review, we will not ask you to send them a request again for another six months. This helps prevent you from sending too many requests to a Client, and also from having to manually keep track of recent requests.
What if I click on Not Now when requesting a Review from a Client?
FreshBooks will not send your customer an email to Review you. However, we will still give you the option to send out a Review on your next Invoice for them.
Can my Staff also request Reviews from a Client?
At this time, only the administrator of the account can request reviews from a Client.
Can I send reviews from the Android or iOS app?
Ratings and Reviews are currently unavailable on the mobile app. However, you can use the web browser on your mobile device to log into your FreshBooks account and send out Reviews from there.