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Insert images in the Smartform
LiveSwitch Integration Methods
LiveSwitch prompting video recordings via Zapier
LiveSwitch Integration with ResponsiBid via SmartForm Prompt
Integrations
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LiveSwitch Integration Methods
LiveSwitch prompting video recordings via Zapier
LiveSwitch Integration with ResponsiBid via SmartForm Prompt
LiveSwitch Prompting Video Via Your Follow-up Emails
Customer Profile
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New customer profile and bid page
How to Blacklist a Customer or Block an ip address
Navigating a Customer Profile
CrewCal
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Housecall Pro CrewCal setup (5:10)
Getting Your Secret ICAL URL to turn on for your Google Calendar
Connect your Jobber Calendar to CrewCal
Connect Google Calendar to CrewCal
Webinar: Get your CrewCal PHD
Ninja Tricks
(62)
LiveSwitch Integration with ResponsiBid via SmartForm Prompt
LiveSwitch Prompting Video Via Your Follow-up Emails
LiveSwitch Integration Methods
LiveSwitch prompting video recordings via Zapier
Follow-up Webhook Actions to go to Zapier
Communication
(24)
Twilio Campaign Registry
Re-sending the Quote to the Customer
HCP Follow-Up Strategies (4:10)
Changing out the shortened URL links
Using the 2-way SMS and texting features
Company Setup
(110)
LiveSwitch Integration with ResponsiBid via SmartForm Prompt
LiveSwitch Prompting Video Via Your Follow-up Emails
Company Profile Settings: ResponsiBid Startup Plan
LiveSwitch prompting video recordings via Zapier
Follow-up Webhook Actions to go to Zapier
Creating a Bid
(30)
Insert images in the Smartform
How does ResponsiBid track using Google Analytics?
Giving quote In-person or Over the Phone
Re-sending the Quote to the Customer
HCP Giving a Bid (3:19)
Proposal Customization
(35)
Auto Populating a Form Within the Proposal
Beta Bundle Building & Automation
Adding images to proposals and pdf’s
Allow customers to upload images from their proposal
PDF Signatures
Pricing Setup
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Proposal Scenario Controls
New Carousel Hinting
Customer Specific Videos, Optional Signature, and Availability Dates
New Proposal Format
Auto-Upsell Your Customers using the Upsell feature in ResponsiBid
Video Library
ServiceMonster – CrewCal Route Setup
ServiceMonster – FollowUp Strategies
Insert images in the Smartform
LiveSwitch prompting video recordings via Zapier
LiveSwitch Integration with ResponsiBid via SmartForm Prompt
