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Company Setup
(109)
Scheduling a job in ResponsiBid
How to Setup the Solar Panel Cleaning – By the Panel Module
Customers can add services to their quotes
Manually sending a client proposal link
Step 4 of setting up a service module
Pricing Setup
(52)
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Building Out The Window Cleaning (Exact Window / Story Ladderwork) Module
Building out the Christmas Lights – Rough Pricing (house + landscaping)
Proposal Scenario Controls
How to Setup the Light Fixture Cleaning Module
Proposal Customization
(33)
Original Bid vs Last Recalculation
Video Sample Script: PACKAGE SALES VIDEO
PDF Signatures
Explicit Opt-in
How to allow commercial quotes from your website
Creating a Bid
(28)
Get a link to the proposal
Blind Cleaning after Legacy Migrations
Show and Hide Specs in a Customer Profile
Using the search feature
What is a Legacy Migration Adjustment?
Communication
(21)
Setting up your email servers (Gmail Integration)
Setting up a Jill’s Office user in your ResponsiBid Account
Webinar: In-depth Overview Tour 2014
Quality Driven Connection to ResponsiBid
Scheduling a job in ResponsiBid
Ninja Tricks
(49)
Testing your module before launching
Code Injection into The Smartform, Lightbox, & Proposal
Step 4 of setting up a service module
How to make house size, stories, or basement required or not
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
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
