1. Create an Individual Survey (Don't let the name fool you. You can send multiple surveys)
- Good option for smaller offices or offices who don't want to upload a CSV.
- You must enter client names & emails, as well as employee names manually.
- Send one survey or several. It's very easy to choose multiple clients who received service from one team or one individual all at one time.
2. Create Your Own Survey CSV File and Upload
- If your business deals with recurring clients mainly, you can create an Excel file and save as a CSV. You can label and save the surveys to use over and over.
3. Export from One of Our Software Partners
- If you use one of our software partners, such as ZenMaid, ServiceAutopilot, Launch27, or Maid Easy look in the support section for a video how for using each software system export.
Here's a quick overview: https://youtu.be/I8zp7VWg0-A