With the new proposal layout, we have rolled out 3 new updates that will help you to utilize the power of the new proposal format. If you don’t want to force customers to sign the proposal in order to go pending, you don’t have to. The video shows how you can go about turning that […]

It’s here and it’s ready! Check out the video to see the following: The new layout with a card view of each package The new “additional information” area The way to navigate the proposal in it’s 3 new areas: Quote, Confirm, Schedule How a customer digitally signs their quote How a customer can see public […]

The NiceJob connection is almost too easy. Once you turn it on, there’s really nothing left for you to do, so here’s a run down of how the connection works: When a bid is completed (once the connection is turned on) a person is created in NiceJob. You will be able to add pictures or […]

When you are setting up the user in your ResponsiBid account for Jill’s Office, you will want to follow the instructions in this video. Setup a new user in your account with an email address that YOUR COMPANY CONTROLS. Make sure you turn on the permissions in the Jill’s Office user necessary for Jill’s Office […]

In this video you will see how you can: See how to “hack” your smartform out of the regular ResponsiBid installation Create a standalone landing page by adding header and footer HTML into the form builder’s “code injection” Shorten a url of the hacked out form to make a prettier link Use the styling of […]

In this video we show you all the steps to authenticating (connecting) and authenticating (disconnecting) your Google calendar to ResponsiBid. On you can do this process as it requires you to be logged in to both your ResponsiBid account and your Google account at the same time. Check out how simple it is!

Customers can add services to their bids by selecting the option inside of their proposals. If you turn on the feature at Settings > Company Profile > Proposal Builder, then you can have a button in the proposal that allows a customer to add more services to their quote. A few things to note: You […]

As of 11/20/17 you will notice that you will no longer be locked out of jobs that you schedule into Jobber. The lockout was a really great way to make sure that when a job was scheduled that it didn’t get unexpected behavior as changes were made in one place and had unexpected changes where […]

If your Jobber account doesn’t create the custom fields for the “ResponsiBid customer profile links” or the “Referred By” custom fields by default after connecting to ResponsiBid, then you can use the tips in this video to make those fields for yourself! Once those fields exist, Jobber can then accept the leadsource and profile links […]

In this video tutorial you will learn how to strip out the page that you can use to take customers directly to in order to get a bid online. This works well if you don’t have the ability to install JavaScript on a web page because you either don’t have a website, or you are […]