ResponsiBid Help
Dashboard
Call Screen
ResponsiBid Docs
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)
Building Out The Ceiling Fan Cleaning Module
Auto-Upsell Your Customers using the Upsell feature in ResponsiBid
How to Setup the Gutter Cleaning – Rough Module
Setting up your Modules in the Services Area
Building Out The Window Cleaning (Exact Pane / SqFt Ladderwork) Module
Proposal Customization
(33)
Step 4 of setting up a service module
Giving Proposals Names
Manually sending a client proposal link
Using Videos in your Bids and Proposals
Making a Service NOT Automatically Upsell
Creating a Bid
(28)
How to Manually adjust a bid in ResponsiBid
Extra Email and Phone Validation
Testing the Smart Form
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Using ResponsiBid as a standalone without a website hack
Communication
(22)
Webinar: Gmail integration
Sending an email to a customer from the customer profile
Using Videos in your Bids and Proposals
Making a phone call from the customer profile
SendJim Connection Setup for ResponsiBid
Ninja Tricks
(52)
Step 1 of setting up a service module
Advanced Code Injection with Webhooks
Video Sample Script: PROPOSAL HEADER VIDEO
Scheduling a job in ResponsiBid
Jobber Connection With Custom Fields
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
