# Send Podium review invites after Service Fusion jobs

> Every evening we find the jobs your crews finished that day and send those customers a Podium review request, skipping anyone who should not be asked.

- Workflow type: agent
- Services: Service Fusion, Podium, Slack
- Categories: Operations, Marketing
- Published: 2026-08-09

## What it does

- Checks every evening for jobs marked complete that day in Service Fusion and pulls each customer's phone number and email.
- Adds or updates those customers in Podium, then sends a review invitation written around the work that was done and the technician who did it.
- Holds back anyone who already received a review request in the last 90 days, and never asks after a callback, a warranty visit or a complaint.
- Posts a Slack recap naming everyone who was invited and everyone who was skipped, with the reason for each skip.

## What you'll need

- A Service Fusion account where jobs are marked complete and customer phone numbers and emails are kept current
- A Podium account with review invitations turned on for the location you want reviews for
- A Slack workspace and a channel for the evening recap
- Job categories or tags in Service Fusion that make callbacks, warranty visits and complaints recognizable

## Prompt

Every evening at 6pm, look at the work my crews finished that day in Service Fusion and send the right customers a Podium review invitation. Use a cron trigger. Service Fusion's poll events only fire when a job or estimate is created, never when one is completed, so completion has to be found by querying the day's jobs rather than by waiting for an event.

Start with Service Fusion List Jobs, filtered to completed status and to a date range covering today only. Job status labels vary between accounts, so resolve the correct completed status first if the right filter value is not obvious. For each job, hold on to the job type or category, the technician assigned to it, and the customer it belongs to.

Look up those customers with Service Fusion List Customers to get a phone number and an email address. A customer with neither cannot be invited, so set them aside as skipped rather than dropping them silently.

Apply two suppression rules before inviting anyone. First, skip any job that is a callback, a warranty visit or a complaint, judging from the job category, tags or description. Those customers should not get a review ask. Second, pull Podium List Review Invites and skip any customer who already received an invitation in the last 90 days, matching on phone number or email.

For every customer that clears both checks, call Podium Create Contact to add or update them. Creating a contact in Podium upserts on phone number or email, so it is safe to run even for customers who already exist. Then call Podium Create Review Invite for that contact, personalizing the message to the type of work that was done and the name of the technician who did it. Podium is location scoped, so send each invite from the location that matches the job.

Finish by posting a summary to Slack with Send a Message. List the customers who were invited, with the job type and technician beside each one, then list everyone who was deliberately skipped and why: invited too recently, callback, warranty visit, complaint, or no contact details on file. Keep it short enough to read at a glance.

## How to customize

- Move the 6pm run time, or run it more than once a day so invites land closer to when the technician leaves.
- Change the 90 day cooldown, or add other job types you never want to ask a customer about.
- Reword the invitation and the recap, or send the recap to a different Slack channel.

## FAQ

### Will customers get the review request the same day their job is finished?

Yes. The evening run picks up every job marked complete that day, so the request arrives while the visit is still fresh.

### Do I need to set anything up inside Service Fusion to make this fire?

No. Nothing changes on the Service Fusion side. The workflow checks the day's completed jobs on a schedule rather than waiting for Service Fusion to announce them, so there is no notification or integration to configure there.

### What stops a regular customer from being asked for a review over and over?

Before sending, the workflow looks at the review invitations already sent from your Podium account and skips anyone who got one in the last 90 days. You can lengthen or shorten that window.

### Why are callbacks and warranty visits excluded?

Those visits usually mean something went wrong the first time, so asking for a public review right afterward tends to produce bad ones. The workflow leaves those customers alone and notes them in the recap instead.

### What happens if a customer has no phone number or email on file?

They cannot be invited, so they are skipped and listed in the Slack recap. That makes it easy to spot records worth cleaning up.

### Can I see who was skipped and why?

Yes. The Slack summary is split into who was invited and who was deliberately skipped, with a reason next to every skipped name.

Use this prompt in General Input: https://www.generalinput.com/prompts/send-podium-review-invites-after-service-fusion-jobs