How to Rate Clients in Bolster
Close a finished job from the Job list to rate your client. Your client is asked to rate you at the same time, and both ratings show on each side.
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Overview
You and your clients can rate each other through Bolster. The ratings are presented when a job is finished: when you close a job, Bolster prompts you to rate the client, and asks your client to rate you as the contractor.
Rate a Client When You Close a Job
- In the main sidebar, click Jobs.
- Click Job list. Your jobs are shown in their different stages.
- Click the finished job.
- Click More.
- Click Change status.
- Click Close. Bolster prompts you to rate the client.
How Your Client Rates You
When the job is closed, Bolster also asks your client to rate you as the contractor. Your client can:
- Give you a star rating
- Choose from a few selections
- Type in their experience
Once they click Save, the rating shows on your end and on the client's end.
Summary
To rate a client, go to Jobs, then Job list, open the finished job, and click More, Change status, then Close. Bolster prompts you to rate the client and asks the client to rate you. Once saved, the rating shows for both of you.
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