GuildQualityUsers

Tagging Team Members

Team members can be tagged on surveys to allow for surveys to be customized (see; WILDCARDS) and enable team member reporting within your account analytics.

Tagging team members is done in the ‘project information’ section of the survey information. You can tag a team member and assign their roles for each project;  

Once you tag a team member on a survey, the survey will be filtered into their “My Customers” report. The “My Customer’s” report allows the user to see all survey data related to jobs they worked on. They are able to subscribe to the report to receive an email each time a survey is completed by one of their customers. 

Tagging team allows homeowners to endorse the team member(s) based on their specific skill or endorse the team overall. These endorsements will populate for public view on your profile page, under the crew tab. 

Related Articles

Adding Contacts to Survey

GuildQualityUsers •

How and when you upload your customers is dependent upon your preference. We have recommendations based on creating the best user experience: To maintain an effective response rate, upload your customers as close to the project/job/stage completion date as possible.

Send A Survey

GuildQualityUsers •

Adding a survey and contact Before you can add a survey you must first add a contact. Click “Add survey” on the left side of the screen to navigate to the add contact page.

Adding a new survey to an existing contact

GuildQualityUsers •

If you have completed another job or project for a homeowner you have previously surveyed through GuildQuality, you can send new surveys to the homeowner through the add project function. To do this you; Log into your account and select “contacts” in the blue navigation bar on the left hand side of the screen.