How to Use The All New Project Check-in System

Step 1 – Visit Your Website’s Job Check-in Form Page (Tech Action):

Start by navigating to your website’s Job Check-in Form page. Blackstorm Developers will supply you with the Job Check-in Form URL and the Authorization Code, typically presented as follows:

Form URL: https://domain.com/job-checkin-form/

Auth Code: DMN2023

Step 2 – Input the Authorization Code (Tech Action)

Initially, the entire form remains hidden from public view. Once the authorization code is provided, the form becomes accessible.

Step 3 -Complete All Required Form Fields (Tech Action):

Fill in the necessary fields on the form, including:

• Authorization Code – Provided by the developer to unlock the complete form.
• Technician First Name – The first name of the technician responsible for the project.
• Technician Last Name – The last name of the technician overseeing the project.
• Job Type – The type of work performed for the customer.
• Job Category – Select from predefined categories based on available services.
• Job Description – Provide a brief description of the job performed for the customer.
• Address Input Box – Locate and input the job’s location.
• Get My Current Location Button – Automatically fetch your current location when clicked.
• Interactive Map –  Interact with the map to pinpoint the precise location.
• Upload a Picture – Attach a photo of the checked-in job.
• Request a Review From the Customer – If enabled, additional fields for customer information will appear.
• Customer Details – Include the customer’s name, email address, and phone number.
• Submit button – Clicking this button will add the form to the directory listing.

Step 4 – Request a Customer Review (Tech Action) 

Should you wish to request a review from the customer, check the “Yes, I would like to send a review request to this customer” checkbox. This action prompts the technician to enter the customer’s name, phone number, and email address. An email and SMS notification will be sent to the customer.

Step 5 – Submit The Form (Final Tech Action)

Upon submission, the uploaded image will be compressed, the details will be posted to the Google Business Profile, and the information will be added to the check-in listing. If a review request is checked, the submission will trigger email and SMS notifications to the customer.

Step 6 – Review Details (Optional)

Visit the “/nearme/” page to confirm the accuracy of the location and other details. You can also double-check the job you’ve checked in to ensure all information is correct.

Step 7  – Customer Review (Customer Action)

Customers will receive notification of the review request via email or SMS, accompanied by a link to the Google Review.

Step 8 – Match Review (Client Action)

Proceed to the “/match/” page to access the form for matching project check-in reviews with Google Reviews. Input the Authorization Code and select the project check-in and Google review entries you want to match.