Bring them back
Your cheapest customer is the one who already knows you. The trick is staying on their radar without making it a second job.
Review Monster's CRM keeps every customer's history in one place, repeats the jobs that repeat, and shows you which ads keep paying off long after the first visit.
- 1
Set it once for recurring work
Weekly, monthly or every few months, choose how often a job repeats and when it stops. The CRM creates the upcoming jobs ahead of time, with the same items and crew.
Recurring jobs and billing - 2
Bill each visit automatically
Each recurring job can charge the card on file, send an invoice link, or wait for you when it's marked Done. No end-of-month billing pile.
Payments - 3
Remind them before it's due
Use the Automation Center to text or email a customer ahead of a scheduled visit, or after a job closes. Write the message once and it keeps going.
Automations - 4
Past customers, one search away
Every call, text, job, estimate and invoice stays on the customer's record. When someone calls back after a year, you know what you did last time and what you charged.
All-in-one inbox - 5
Book again from the portal
Your customer portal has a Book a service button that goes straight to your website, so returning customers have an easy way back.
Customer portal - 6
Know which ads pay off for life
A customer keeps the ad source that first brought them in. Every job they book later counts toward that source, so the Ad Sources report shows real return on ad spend, not just first-job revenue.
Reports
Questions people ask
Can a recurring job charge the customer automatically?
Yes. A recurring series can charge the card on file when each job is marked Done, send an invoice link instead, or leave a draft for you to review.
How does the CRM work out return on ad spend?
Each new customer gets an ad source from the first time they called, texted or filled out a form, and it never changes on its own. Everything they pay you after that is counted toward that source, and you add your ad spend to compare.
Do I lose my customer history if I switch to Review Monster?
No. We bring your customers over from your current software's export, and past jobs and invoices can come with them. Ask us on a Zoom and we'll look at your export together.