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Company Setup
(101)
Setup your admin area
Step 1 of setting up a service module
Building Out The Window Cleaning (Exact Window / Story Ladderwork) Module
Code Injection into The Smartform, Lightbox, & Proposal
How to setup SMS/Text messages in ResponsiBid follow-up
Pricing Setup
(51)
How do price changes get handled in ResponsiBid?
Building Out The Tile Cleaning (Sqft) Module
Building Out The Carpet Cleaning (room) Module
Learn how to use the package editor in ResponsiBid
How to Setup the Gutter Cleaning – Exact Module
Proposal Customization
(25)
Handling follow-up emails from within the customer profile
How to Manually adjust a bid in ResponsiBid
Get a link to the proposal
Step 4 of setting up a service module
Manually sending a client proposal link
Creating a Bid
(27)
Call Screen vs. LightBox vs. Smart Form
Merging a contact in ResponsiBid
How to make house size, stories, or basement required or not
Testing the Lightbox
How to Manually adjust a bid in ResponsiBid
Communication
(20)
Manually sending a client proposal link
Getting the timing of your first follow-up email right
Explicit Opt-in
Webinar: Gmail integration
Sending an email to a customer from the customer profile
Ninja Tricks
(43)
Using ResponsiBid on your phone like an app
Auto-Upsell Your Customers using the Upsell feature in ResponsiBid
Webinar: Killer Follow-up Strategies
Video Sample Script: BID HELP VIDEO
Using the Blacklist Feature
CrewCal
(4)
CrewCal Customer Self-Scheduling Limit (days)
Webinar: Get your CrewCal PHD
Connect Google Calendar to CrewCal
Connect your Jobber Calendar to CrewCal
Video Library
Making the connection to Google Calendar
Importing a Contact List
Manually sending a client proposal link
“Bid in Person” Overrides for Legacy Modules
Commercial bid override feature
