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Form Builder: General Info
Getting the timing of your first follow-up email right
Welcome Video & Quick Setup Tips
How the NiceJob Connection works
Notification email subjects
Building Out The Christmas Lights Exact Pricing (House Only) Module
Customer Specific Videos, Optional Signature, and Availability Dates
How to Setup the Lawn Care Module
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Building Out The Window Cleaning (Exact Window / Story Ladderwork) Module
Video Sample Script: PROPOSAL HEADER VIDEO
Proposal Scenario Controls
Original Bid vs Last Recalculation
Video Sample Script: PACKAGE SALES VIDEO
Creating a Bid
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
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
Step 3 of setting up a service module
How to allow commercial quotes from your website
Testing your module before launching
Code Injection into The Smartform, Lightbox, & Proposal
Step 4 of setting up a service module
CrewCal Customer Self-Scheduling Limit (days)
Webinar: Get your CrewCal PHD
Connect Google Calendar to CrewCal
Connect your Jobber Calendar to CrewCal
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