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JobLoop/03 · Compound

The job is done.
Keep the relationship going.

Reviews. Referrals. Repeat conversations.

You finish the work. SalesOS connects review requests, referral follow-up, and past-customer outreach so the relationship has a next step.

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Built for home-service businesses. Set up for you.

CaptureConvert Compound
COMPOUND / AFTER THE JOBIllustrative example
Illustrative example
Work completeYour team confirms it
Review requestedThrough your configured workflow
YOUR BUSINESS
Thanks for choosing us, Alex. Would you share your experience?
Leave a review
The customer chooses
whether to write one.

Make the review request part of the process.

After your team confirms completion, the configured review workflow can send the request. The customer chooses whether to leave a review.

Illustrations show separate configured workflows, not guaranteed customer actions.

After the tools are packed away

Great work is the foundation.
Follow-through needs a process.

You move on to the next job. The review ask stays on your to-do list. A referral sits in a conversation. Months pass without a reason to reconnect.

The ask gets missed

The customer knows your work. But nobody made it easy to share their experience.

The introduction stalls

A customer mentions a friend. Your team still needs a clear next action.

The relationship goes quiet

A past customer may have another project. Staying in touch takes intention.

First: your team confirms the work is complete.

Update the job outcome. Then the configured post-job workflow can begin. A booking alone does not start Compound.

01 / REVIEWS

You did the work.
Make asking part of the process.

Once your team confirms completion and the job is eligible, SalesOS can send a review request through your configured workflow. We set up the message, review link, and request settings for your business.

With the review check-in enabled, AI can ask about the experience and flag concerns for your team. Your team handles service issues. The homeowner decides whether to write a review.

SalesOS sends the configured request. Your customer supplies the review.
Illustrative example
Work completeYour team confirms it
Review requestedThrough your configured workflow

Your message and review link, set up for your business.

YOUR BUSINESS
Thanks for choosing us, Alex. Would you share your experience?
Leave a review
The customer chooses
whether to write one.
02 / REFERRALS

Word of mouth
needs a way back to you.

A configured referral campaign gives past customers a clear invitation to recommend your business. If someone shares referral details, the workflow creates a task for your team to follow up personally.

Your team makes contact, learns what the person needs, and handles the next step. A shared name is an introduction to work on, not an automatically booked job.

A referral is an introduction. Your team makes the contact.
Illustrative example
Past customerReceives a referral request
If they share
someone’s details
A possible introductionSomeone who may need your help
CREATED FOR YOUR TEAMFollow up on the referralMake contact personally. Learn what they need.
Customer sharesSalesOS creates the taskYour team reaches out
03 / STAY CONNECTED

The next project
may be with a past customer.

Configured holiday greetings and past-customer campaigns give you a way to reconnect beyond the completed job. A relevant message can open a conversation about another project.

Your team approves the audience, message, and any offer. Slow-season campaigns are launched by the team; configured holiday greetings follow their schedule. Activation, contact eligibility, and messaging preferences determine who receives them.

The system sends the message. The customer chooses whether to respond.
Illustrative example
Job completeA past customer
Stay in touchConfigured outreach
Another project?The customer may reply
A REASON TO RECONNECTPlanning another outdoor project?

A relevant message keeps the door open.

Your team approves the audience and message before campaign launch.
If a new inquiry comes inCapture
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The next inquiry starts the loop again

Another conversation.
One connected JobLoop.

A review may help someone feel comfortable contacting you. A referral may turn into an introduction. A past customer may reply about a new project.

When there is a new inquiry, it returns to Capture. Convert then supports response, estimate booking, and follow-up. Your team assesses, prices, and completes the next job.

A possible new inquiryFrom a recommendation or a returning customer
01 · CaptureReceive the inquiry and gather details
02 · ConvertRespond, help book, and follow up
Your team does the workConfirm completion, then Compound can begin again

A clear role for everyone

Automate the follow-through.
Keep people in the process.

SalesOS

Sends configured requests and campaign messages. Creates referral follow-up tasks and connects the conversation to your team.

Your business

Does the work, confirms completion, approves campaigns, handles concerns, and personally follows up on referrals.

Your customer

Chooses whether to leave a review, recommend you, respond to a message, or start another project.

Your follow-through.
Configured for your business.

We review your completion process, review settings, referral handoffs, and customer outreach. Then we configure and test the workflows selected for your business before activation.

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Before you book

A few practical questions.

When does Compound start?

After your business completes the work and confirms the job outcome. A booking or accepted estimate is not completion. Your team’s update gives the configured post-job workflow its starting point; eligibility and settings determine what happens next.

Does every completed job get the same review request?

No. Review requests depend on the recorded outcome and your configuration. The setup can use a native request or a review check-in workflow. Unpaid work does not immediately trigger a review ask. We review the message, review link, and request settings with you.

What if the customer has a concern?

With the review check-in enabled, concerns can be flagged to your team for a personal response. Your business resolves the service issue. SalesOS does not do the repair, settle the complaint, or write the customer’s review.

Does SalesOS contact the referred person automatically?

The documented referral handoff creates a task for your team to reach out personally. Your team handles that introduction and the next steps. A referral does not mean the person has agreed to a visit or a job.

Will it message my entire customer list?

Campaigns need an approved audience and account setup. Eligibility, messaging preferences, and campaign rules determine who can receive them. Slow-season outreach is team-launched. Scheduled holiday greetings must be configured and activated.

What if someone never replies?

A request cannot make someone leave a review, share a referral, or book again. Follow-up depends on the configured workflow. Compound gives your business a repeatable process for asking and staying in touch, with the customer free to decide.

We already ask for reviews. Can we keep that process?

We review your existing process during setup and decide which system sends the request to avoid duplicate asks. That includes checking both the review AI and native request settings.

Is messaging usage included?

Usage-based activity is billed separately from setup and the subscription. In the demo, we can walk through the relevant channels and follow-up configuration for your business. See usage pricing.

See Compound in your business

You finish the job.
Give follow-through a system.

Walk through reviews, referrals, and past-customer follow-up.
See what SalesOS can automate and where your team takes over.

Book a Demo