Customer surveys are sent 9 days after the job booking. A survey can be sent before the 9 days by the FSE via Jim's Online.
Surveys can only be sent manually once per month, per client. This is to prevent spamming.
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To send a survey, please follow these steps:
Log in to https://jimsonline.net/
Click Clients > Client List
Locate the correct client and job
Click “Ask for Rating”
This will send the survey to the customer first via SMS, then via email if no reply is received from the SMS survey after 3 days.
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To resend a survey, please follow these steps:
Log in to https://jimsonline.net/
Click Clients > Client List
Locate the correct client and job
Click “Ask for Review”
This will re-send the survey to the customer first via SMS, then via email if no reply is received from the SMS survey after 3 days.
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To send a survey, please follow these steps:
Log in to fms4
Click Functions > Select survey type (FSO/FSE/Customer) > Select FSE (or clienet job) > Send survey