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ResponsiBid Documentation
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Company Setup
(109)
Installing ResponsiBid on your Website
How to Setup the Maid Service- House Cleaning Module
Learn how to take a deposit when a customer schedules a job using CrewCal
Making the connection to Google Calendar
Step 2 of setting up a service module
Pricing Setup
(52)
Step 2 of setting up a service module
How to allow commercial quotes from your website
Building Out The Deck Cleaning Module
Best Practices: Setting up your value packages
How To Setup The Solar Panel Cleaning – By The Kw
Proposal Customization
(33)
Adding a service to an existing bid
New Proposal Format
“Bid in Person” Overrides for Legacy Modules
Webinar: In-depth Overview Tour 2014
Customer Specific Videos, Optional Signature, and Availability Dates
Creating a Bid
(28)
Adding a service to an existing bid
Step 4 of setting up a service module
Setting up an in-person bid
Customers can add services to their quotes
Editing Customer Information
Communication
(21)
Webinar: Closing Phone Bids & Keeping it Consistent
Using the customer status
Webinar: Teaching Employees How to Score
Handling follow-up emails from within the customer profile
Webinar: Killer Follow-up Strategies
Ninja Tricks
(51)
Webinar: How to use statuses like a pro
Extra Email and Phone Validation
Using Videos in your Bids and Proposals
Exporting ResponsiBid contacts
CrewCal Ninja Tricks
CrewCal
(5)
Connect Google Calendar to CrewCal
Connect your Jobber Calendar to CrewCal
Getting Your Secret ICAL URL to turn on for your Google Calendar
CrewCal Customer Self-Scheduling Limit (days)
Webinar: Get your CrewCal PHD
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
