How to use pending review in customer reviews

Modified on Mon, 19 May at 12:42 PM

The Pending Review flow in Flawless POS lets you send annotated images, notes, and instructions to your customer—perfect for visual confirmation or review of a service job. 


Send the job progress to the Customer for review


Step 1: Show the Customer Review Column

  1. Head to Flawless POS > Service Jobs 

  2. Click the eye icon to configure visible columns

  3. Enable Customer Review

This column reflects three statuses: Pending Review, Rejected, or Approved




 

Step 2: Send for Customer Review (Pending Review)

  1. Click the three-dot icon on the right side of the job row

  2. Choose Send for Customer Review

  3. In the popup, set Review Status to Pending Review 


Step 3: Add Notes and Images

Once you select Pending Review, the system lets you: : 

  • Add Reviewer Notes

  • Attach Review Images from:

    • Existing Job Files

    • Your device

    • Another device

    • Live webcam capture

Note: Any images added here will be automatically saved to the job’s files.


You can also annotate each image with comments or notes.



Step 4: Contact Method and Message Customization

After uploading and noting images:

  • Select how you’d like to contact the customer (email, SMS, etc.)

  • The system will show a default message. 

To customize this, go to Communications > Templates and search for JobReview under the Servicessection.




Step 5: What the Customer Sees

When the customer clicks the link:


 

  • They’ll be taken to the Service Job Review Page

  • They’ll see the Title, Job Number, Status, Review Images, and Notes/Instructions

  • They can:

    • Add comments per image

    • Enter reviewer notes

    • Upload their own files

 

  


Step 6: Customer Action Buttons

  • If they click Send for Rework, the job status updates to:

    • Review Rejected – Rework Required

    • Customer Review column = Rejected (with rejection date)

  • If they click Approve, the job status updates to:

    • Review Approved

    • Customer Review column = Approved (with approval date)



Step 7: Customer Review History

You can view all review activity by clicking:

  • The three-dot button on the job

  • Then selecting Customer Review History 

This log shows every comment, image, and decision—keeping all review actions visible and traceable.



Click on any row to view the exact details of the interaction.




Troubleshooting

If you encounter any issues while trying to use the do a Review Approval in the Customer Reviews feature, please reach out to  Flawless POS customer support for technical assistance.

 


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