Setting Up Automatic Google Review Requests

Connecting your Google Business Profile

Before you can send review requests, link your Google Business Profile to Trade2Base:

• Go to Settings → Marketing → Google Reviews
• Click Connect Google Business Profile and sign in with the Google account that manages your profile
• Select your business location from the list (if you have multiple locations, pick the correct one)
• Trade2Base will retrieve your direct review link automatically

Once connected, a green status indicator appears on the settings page confirming the link is active.

Configuring the trigger

Choose what event triggers a review request. You have two options:

• Job marked complete — sends the request as soon as the job status changes to Completed. Good for cash-paying customers who won't receive a separate invoice
• Invoice paid — sends the request after the invoice is marked as paid. Better for customers who pay by bank transfer or Stripe, as it ensures the relationship ends on a positive note

Select whichever trigger best matches your typical payment flow. You can only enable one trigger at a time per business.

Setting the time delay

Sending immediately after job completion can feel rushed. Set a delay to give the customer time to appreciate the work before you ask for a review.

Common delay settings:

• 1 hour — the default, works well for most jobs
• 24 hours — gives the customer time to test the work (e.g. a boiler service)
• 3 days — useful for larger projects where the customer may want to live with the result first

Enter any delay between 0 minutes and 30 days. Trade2Base respects this delay even if the trigger event happens outside business hours — the clock starts at the trigger event, not the next working day.

Customising the review request message

Edit the email template under Review request message. You can use personalisation tags to make the message feel genuine:

• {{customer_first_name}} — customer's first name
• {{job_type}} — the type of work carried out
• {{company_name}} — your business name
• {{review_link}} — inserts the direct Google review URL

Keep the message short and friendly. A single sentence asking for a review with a prominent button linking directly to your Google review page converts better than a long email. The Leave a review button is included by default and uses your Google review link.

Seeing which customers received a request

Go to Marketing → Google Reviews → Sent requests. This table lists every customer who has been sent a review request, with:

• Customer name and the job that triggered the request
• Date and time the request was sent
• Email open status (opened / not opened)
• Whether the review link was clicked

Viewing your review request conversion rate

At the top of the Google Reviews settings page you'll see a summary panel showing:

• Requests sent — total in the last 30 days
• Link click rate — percentage of recipients who clicked the review link
• Estimated reviews generated — based on industry average click-to-review rate

Use this data to A/B test different message templates and delay timings to improve your conversion rate over time.

What happens if a customer has no email address?

If a customer record has no email address, Trade2Base skips the review request for that job and logs a skipped — no email entry in the sent requests table.

To avoid missing customers, make it a habit to capture email addresses when booking a job. If WhatsApp is connected, Trade2Base can alternatively send the review request via WhatsApp for customers with a mobile number but no email — enable this in Settings → Marketing → Google Reviews → Fallback channel.

Still need help?

Contact our UK support team via live chat or email support@trade2base.com.