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ResponsiBid Documentation
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Company Setup
(110)
Create new statuses
Building Out The Concrete Cleaning (Rough) Module
How to make house size, stories, or basement required or not
Master Class #2
Webinar: How to Use the Daily Digest to the fullest
Pricing Setup
(52)
How to Setup the House Washing Module
Testing your module before launching
Building Out The Window Cleaning (Exact Window / SqFt Ladderwork) Module
Building Out The Christmas Lights Exact Pricing (House Only) Module
Customer Specific Videos, Optional Signature, and Availability Dates
Proposal Customization
(33)
Making a Service NOT Automatically Upsell
Notification email subjects
Video Sample Script: PROPOSAL HEADER VIDEO
Proposal Scenario Controls
Original Bid vs Last Recalculation
Creating a Bid
(28)
Using ResponsiBid as a standalone without a website hack
How do price changes get handled in ResponsiBid?
Removing Trip Charges, Area Minimums
Opting people in and out of communications
Get a link to the proposal
Communication
(21)
Making a phone call from the customer profile
SendJim Connection Setup for ResponsiBid
Setting up your email servers (Gmail Integration)
Setting up a Jill’s Office user in your ResponsiBid Account
Webinar: In-depth Overview Tour 2014
Ninja Tricks
(47)
Video Sample Script: PACKAGE SALES VIDEO
Merging a contact in ResponsiBid
Customers can add services to their quotes
Step 3 of setting up a service module
How to allow commercial quotes from your website
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
