The first step is getting your customers in. Reviews start once ReviewWheel has people to ask. You have two ways to do it.
Option A: connect a tool
Go to Integrations and choose Add integration. Connect your field service or accounting software, and every finished job flows in automatically as it closes. This is the least work for you.
Live connectors today: Jobber, Housecall Pro, QuickBooks, ServiceTitan, plus a webhook and Zapier for anything else. See the Integrations collection for the exact steps.
Option B: import a CSV
Have a list of past customers already? Go to Contacts, choose Add contacts, then Upload a CSV. Export your customers from your CRM or accounting tool and drop the file in. You match your columns, confirm you have consent, and import.
You need at least a phone column. Name, email, job address, and last job date are optional.
What happens next
New contacts wait for your approval before any request goes out. Nothing is sent behind your back. When you are ready, you approve them and requests begin.
Do one or both. Importing your past customers is your fastest path to fresh reviews on day one.
Next: Step 2 — confirm your business details.