How to setup the ceiling fan cleaning module Start at Settings > Services to access your active & inactive modules. Find the blind cleaning module it may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will enter the edit mode of the module. Step […]
Company Setup
Building Out The Carpet Cleaning (room) Module
How to setup the carpet cleaning module (by room) Start at Settings > Services to access your active & inactive modules. Find the “Carpet Cleaning” service, and then the “Carpet Cleaning (by room)” module. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, […]
Building Out The Carpet Cleaning (Sqft) Module
How to setup the carpet cleaning module (square ft) Start at Settings > Services to access your active & inactive modules. Find the “Carpet Cleaning” service, and then the “Carpet Cleaning (square ft)” module. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, […]
Getting the timing of your first follow-up email right
In this video you will learn the way to make sure that your timer is set just right for your follow-up emails, and how they will behave as you edit or create bids from the call screen.
Step 4 of setting up a service module
Step 4: Finalizing the proposal: Step 4 is where you will setup the overarching details of how the proposals will be presented. In step 4 we will be setting up: If the area minimum should be set If the house size minimum should be set If a trip charge should be added to each quote If […]
Step 3 of setting up a service module
Step 3: Setting up your pricing: Step 3 is geared 100% for setting up pricing for ResponsiBid to use to calculate the price of a quote. The customer will NEVER see this, and once you understand how it all works, it’s really easy to use. The first thing you need to understand is Base Price vs […]
Step 2 of setting up a service module
Step 2: Disabling & enabling questions: By default there will always be questions that a customer will be asked in order to give the information necessary to get a quote. These questions are important to check the wording, spelling, and other hints to make sure that your demographic in your service area is able to understand […]
Step 1 of setting up a service module
Start at Settings > Services to access your active & inactive modules. Find the module you would like to edit. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will enter the edit mode of the module. Step 1: Nickname and description: […]
Building out the Blind Cleaning Module
How to setup the blind cleaning module Start at Settings > Services to access your active & inactive modules. Find the blind cleaning module it may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will enter the edit mode of the module. Step […]
Webinar: Killer Follow-up Strategies
4/28/16: In this webinar we cover some best practices: Setting up email users/senders How to receive SMS messages from ResponsiBid as a user The 3 things you can do with each follow-up step Manually opting people in/out of follow-up Reconfiguring a scheduled job (restarting follow-up or not) Stopping follow-up for a customer Manually editing follow-up […]