If you are considering connecting ResponsiBid and Housecall Pro you will see that ResponsiBid’s powerful and intelligent selling automation has a great integration into Housecall Pro’s powerful CRM functionality. Together, HCP and ResponsiBid help to automate and improve your sales systems. Read below for all of the help articles to see how each feature would […]

Turn on the Google calendar app in HCP Use that connection to get the secret key for CrewCal Make sure to use the advanced features to split the big google calendar into individual calendars for CrewCal

Be sure to not double up on follow-up from 2 systems that accomplish the same thing Use ResponsiBid follow-up to sell, and HCP follow-up to for operations The more consistent the better

When the customer is ready, go to the profile and change the status to “Scheduled” and fill out the services they requested and the date/time going-use HCP Pro Once the job is saved in ResponsiBid, it is sent to HCP and the work order is visible there The job is now disconnected from any syncing […]

You can give quotes from any place in ResponsiBid that you want, but the connection requires that the quote originates in ResponsiBid. You can view in Housecall Pro the customers’ information, but not see the quote until it is scheduled -HCP does not process the package quotes Customer information updates do not 2-way sync at […]

In this video you will see: How the messages show up in the feed. What happens if someone calls your SMS number (FORWARDING Now must follow this method in Twilio). How to send messages & why you have to select the “to” number. How you can send picture messages (MMS) How notifications will go to […]

Sometimes a website builder is not going to allow HTML embeds… or javascript to install. But that’s OK! You can just make your “instant quote” button link directly to your ResponsiBid smartform. You can follow the instructions in this video to grab the actual page your ResponsiBid form is sourced from and take visitors there […]

VIDEO INTEGRATION: SELLING FACE TO FACE, EVEN WHEN YOU CAN’T Using Video Integration To Help You Achieve Maximum Transparency And Customer Connection In Your Sales Process. In this video: Guided Proposals: Make videos that guide the customer through the quoting process. You will be helping them to get to know about your company and your […]

TRACKING LEAD SOURCES & CLOSE RATES: SPENDING AD MONEY RIGHT What Changes You Could Be Making To Your Proposals to Increase Your Close Rates. In this video: Identify Profitable Marketing Channels: When you’re working with a fixed marketing budget, it’s essential to allocate those dollars to the most profitable channels to meet or exceed your […]