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Company Setup
(109)
Explicit Opt-in
How to Setup the Gutter Cleaning – Exact Module
CrewCal Setup for Read-Only situations
Create and manage users
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Pricing Setup
(52)
“Bid in Person” Overrides for Legacy Modules
How to Setup the Roof Cleaning Module
Step 1 of setting up a service module
Building Out The Window Tinting – One Film Module
Building Out The Concrete Cleaning (Measurements) Module
Proposal Customization
(33)
Setting up the success & failure page
Adding images to proposals and pdf’s
Making a phone call from the customer profile
Customers can add services to their quotes
Manually sending a client proposal link
Creating a Bid
(28)
Custom Items
Auto-Upsell Your Customers using the Upsell feature in ResponsiBid
Seeing where a bid originated
Step 3 of setting up a service module
Call Screen power
Communication
(21)
Setting up your email templates
Webinar: How to use statuses like a pro
How to setup SMS/Text messages in ResponsiBid follow-up
Webinar: Closing Phone Bids & Keeping it Consistent
Using the customer status
Ninja Tricks
(50)
Sending an email to a customer from the customer profile
Webinar with Lisa Macqueen 1/31/17
What is a Legacy Migration Adjustment?
Allow customers to upload images from their proposal
Welcome Video & Quick Setup Tips
CrewCal
(5)
CrewCal Customer Self-Scheduling Limit (days)
Webinar: Get your CrewCal PHD
Connect Google Calendar to CrewCal
Connect your Jobber Calendar to CrewCal
Getting Your Secret ICAL URL to turn on for your Google Calendar
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
