Use the emails you already send
Invoices, job confirmations, and completion notes already go out. BCC Testimo on them and the customer is captured automatically.
Testimo BCC review capture lets businesses BCC a unique email address on invoices and job emails to auto-capture customer contacts without a CRM or booking integration.
Testimo feature
Capture customers from the emails you already send.
No CRM. No booking integration. BCC a unique Testimo address on invoices and job emails. Testimo picks up the customer so you can send a review request without typing their details again.
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Invoices, job confirmations, and completion notes already go out. BCC Testimo on them and the customer is captured automatically.
You do not need Simpro, ServiceM8, or a booking tool connected. A unique BCC address is enough.
Once the contact is captured, send a review request without entering their name and email again.
Useful when jobs are booked by phone, quoted in a spreadsheet, or invoiced from software that does not talk to anything else.
Step 01
Testimo gives your business a unique capture address in settings.
Step 02
Add it as BCC when you send invoices, job confirmations, or completion emails. The customer never needs to see it.
Step 03
The contact lands in Testimo. Send an SMS or email review request when the job is done.
You invoice from Xero. BCC your Testimo address on the invoice email. The customer is already in Testimo when you want to ask for a review.
A one-person trade business has no CRM. They BCC Testimo on every job-complete email from Gmail and send review requests from the captured list at the end of the day.
No. BCC is hidden from the customer. They only see the email you already intended to send.