Review requests, win-back drips, referrals, branded receipts. All auto-fired from job completion. 50+ trades. 14-day free trial.
What is field service marketing software?
Field service marketing software automates the post-job customer lifecycle for trade businesses — review requests, win-back drips, referral asks, branded receipts, and seasonal campaigns. OptimizeIt's Marketing Tools fire automatically when a job completes, driving 4.9-star average reviews on auto-requested feedback, 23% repeat-customer rates from win-back drips, and roughly $3,400/year recovered per truck on operations that previously did no follow-up. The 89% of operators who never consistently ask for reviews (and lose the local SERP because of it) move to consistent 5-star Google momentum within 60 days.
Where do the reviews go — Google? Yelp? My website?
All of the above, configurable per customer. Google Business Profile is the default for most trades (drives local SERP), with overflow routed to Yelp and industry-specific (HomeAdvisor, Angi, BBB). On-site testimonials are pulled into a customer-facing page automatically — social proof on your own domain.
How are the messages personalized per trade?
AI pulls trade-specific hooks from the customer record. HVAC PM: "your spring tune-up is due, here’s last fall’s photo of your system." Lawn: "your neighbors at 12 Maple just signed up for weekly mowing." Pool: "spring open season starts in 3 weeks." Different cadence, different copy, all auto-generated.
Can I disable auto-firing for specific customers?
Yes, three layers. Per-customer "do not contact" flag. Per-campaign opt-out (customer can mute win-backs but stay on appointment reminders). Per-channel preference (text-only, email-only, both). All compliant with TCPA + CAN-SPAM. STOP keyword honored automatically.
Does this work with Mailchimp / ActiveCampaign / Klaviyo?
Yes — two-way sync if you want to keep your existing ESP. Most operators retire their ESP within 90 days because the auto-segmentation off the live CRM is more accurate than any list they were maintaining manually. Migration tool ports your existing templates if you want a soft transition.
Frequently asked questions
What is field service marketing software?
Field service marketing software automates the post-job customer lifecycle for trade businesses — review requests, win-back drips, referral asks, branded receipts, and seasonal campaigns. OptimizeIt's Marketing Tools fire automatically when a job completes, driving 4.9-star average reviews on auto-requested feedback, 23% repeat-customer rates from win-back drips, and roughly $3,400/year recovered per truck on operations that previously did no follow-up. The 89% of operators who never consistently ask for reviews (and lose the local SERP because of it) move to consistent 5-star Google momentum within 60 days.
Where do the reviews go — Google? Yelp? My website?
All of the above, configurable per customer. Google Business Profile is the default for most trades (drives local SERP), with overflow routed to Yelp and industry-specific (HomeAdvisor, Angi, BBB). On-site testimonials are pulled into a customer-facing page automatically — social proof on your own domain.
How are the messages personalized per trade?
AI pulls trade-specific hooks from the customer record. HVAC PM: "your spring tune-up is due, here’s last fall’s photo of your system." Lawn: "your neighbors at 12 Maple just signed up for weekly mowing." Pool: "spring open season starts in 3 weeks." Different cadence, different copy, all auto-generated.
Can I disable auto-firing for specific customers?
Yes, three layers. Per-customer "do not contact" flag. Per-campaign opt-out (customer can mute win-backs but stay on appointment reminders). Per-channel preference (text-only, email-only, both). All compliant with TCPA + CAN-SPAM. STOP keyword honored automatically.
Does this work with Mailchimp / ActiveCampaign / Klaviyo?
Yes — two-way sync if you want to keep your existing ESP. Most operators retire their ESP within 90 days because the auto-segmentation off the live CRM is more accurate than any list they were maintaining manually. Migration tool ports your existing templates if you want a soft transition.
Which OptimizeIt plan includes marketing tools?
Auto review requests + branded receipts start at Core ($79/mo annual, $99/mo monthly). Win-back drips + seasonal SMS bursts + referral engine unlock at Plus ($159/mo annual). Multi-channel campaigns + revenue attribution + NPS dashboard on Pro.
