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Company Setup
(109)
Setup your admin area
Step 1 of setting up a service module
Building Out The Window Cleaning (Exact Window / Story Ladderwork) Module
Setting up a Jill’s Office user in your ResponsiBid Account
How to setup SMS/Text messages in ResponsiBid follow-up
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)
Customer Specific Videos, Optional Signature, and Availability Dates
Testing the Lightbox
Using the Blacklist Feature
Customer Image Uploads
Handling follow-up emails from within the customer profile
Creating a Bid
(28)
Getting the timing of your first follow-up email right
Creating an anonymous bid
Customer Specific Videos, Optional Signature, and Availability Dates
Webinar: In-depth Overview Tour 2014
Override measurements with a sqft override
Communication
(23)
Handling follow-up emails from within the customer profile
Webinar: Killer Follow-up Strategies
Manually sending a client proposal link
Getting the timing of your first follow-up email right
Explicit Opt-in
Ninja Tricks
(53)
Show and Hide Specs in a Customer Profile
Setting up your email servers (Gmail Integration)
CrewCal Lead Times and First Job Scheduling
Webinar: Teaching Employees How to Score
Discounts, Promo Codes, and Bundles
CrewCal
(5)
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
Connect Google 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
