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Clients

Thank-you notes and review requests

Send clients follow-up emails like a thank-you or a request for a Google review, automatically after a step in the inspection or by hand.

A quick thank-you, and a nudge to leave a review a couple of days later, go a long way. Now Eave can send both for you.

  • Write it once. Open Client Messages in the sidebar and start from the Thank you or Leave us a review example. Merge fields fill in each client's name, the property address, the inspection date, and links to the report and your review page.
  • Pick when it goes out. Each message can send automatically when you publish the report, when the client can first open it, when they pay, when they sign the agreement, or the first time they view the report. Add a wait of a few hours or days, or keep it manual-only.
  • Add your review link. Paste your Google (or Yelp, or any other) review link in Settings → Business, and the Review link merge field turns into a "Leave a review" button-style link.
  • See and control every send. The new Client messages card on an inspection's Deliver step lists what's scheduled and what went out. Cancel a scheduled message, send it now, or write a one-off message and send yourself a test first.

Organization admins can share a message with the whole team, so every inspector's clients get the same follow-up.