Review Solicitation: Collect Customer Reviews & Feedback
BlueSuite review solicitation allows you to automatically request customer reviews after an invoice is sent. Based on the rating a customer selects, feedback is either directed to public review platforms or captured privately inside BlueSuite.
What Is BlueSuite’s Review Solicitation?
With BlueSuite’s review solicitation, you can:
- Send automated review requests with invoices
- Seamlessly direct happy customers to public review sites
- Capture unhappy customer feedback privately
- Receive email notifications for all reviews and feedback
⚠️ Advanced License Required
Review solicitation is available only for BlueSuite workspaces with an Advanced license.
If your workspace is not on an Advanced plan, the Send Review Request option will not appear when sending invoices.
You can upgrade your workspace to an Advanced plan from your BlueSuite Settings.
Step 1: Enable Review Solicitation in BlueSuite
To enable review solicitation:
- Navigate to Settings → Reviews
- Set Enable Review Solicitation to Yes
Once enabled, review requests can be sent when invoices are emailed to customers.
Step 2: Configure Your Review Solicitation Settings
After enabling the feature, configure the settings below to control how review requests behave.
Set Your Positive Rating Threshold
- Choose the star rating that qualifies as a positive experience (commonly 4 or 5 stars)
- Ratings at or above this threshold display public review links
- Ratings below this threshold show a private feedback form instead
This threshold is what allows BlueSuite review solicitation to protect your online reputation.
Customize Your Default Review Message
- This message is included in every review request email
- Keep it short, friendly, and professional
- A clear message increases customer response rates
Add Review Platform Links
You can add links to popular review platforms, including:
- Google Business Profile
- Yelp
- Angi
- HomeAdvisor
Only platforms with a valid URL entered will appear in review solicitation emails.
Save Your Review Settings
Click Save to apply your review solicitation settings.
Step 3: Send a Review Request with an Invoice
When sending an invoice:
- Open the Send Invoice screen
- Check Send Review Request
- Send the invoice as usual
BlueSuite will automatically send:
- The invoice email
- A second email requesting a review
This automation makes BlueSuite review solicitation effortless for your team.
Step 4: What Customers See
When you send a review request with an invoice, your customer receives a separate email shortly after the invoice is delivered.
Email subject line:
“How was your experience with {{COMPANY NAME}}”
Inside the email, your customer will see:
- A short message asking for feedback on their recent service
- A star rating scale they can click to rate their experience
The customer does not need to log in or create an account to respond.
Step 5: How Review Solicitation Responds to Ratings
Positive Ratings (At or Above Threshold)
- Customers see links to your public review platforms
- Clicking a link takes them directly to your review page
- This helps generate more high-quality public reviews
Lower Ratings (Below Threshold)
- Customers are prompted to leave private feedback instead
- This feedback is read-only and visible only to internal users in BlueSuite
- It is never posted publicly
This ensures you receive honest feedback without public exposure.
Step 6: Review and Feedback Notifications
Whenever a customer submits:
- A public review or
- Private internal feedback
BlueSuite sends an email notification to your primary business email address, which is set in Settings → Company Info.
Best Practices for BlueSuite Review Solicitation
- Use a positive rating threshold of 4 or 5 stars
- Send review requests on all completed jobs
- Review internal feedback regularly to improve service quality
- Keep your default message concise and friendly
Summary
BlueSuite’s review solicitation helps Advanced workspaces:
- Collect more public customer reviews
- Capture private feedback internally
- Protect their online reputation
- Stay informed with automatic notifications
When configured correctly, review solicitation turns customer feedback into a reliable growth tool for your business.