This video walks you through the process of setting up your CrewCal integration with ResponsiBid. Notes: Turning on the connection Importance of having a connection to your scheduling software turned on (CrewCal reads your schedule, your connection to the software is what writes to the schedule) Understanding your CrewCal settings Each “crew” comes in from […]

If you’d like customers or yourself to have the option to enter in the exact square footage of building sizes, you can turn that feature on, but there are several places you’ll need to go to get it fully working: 1. You’ll need to first enable the functionality in your form builder You can enable […]

Have you ever wished that a price in ResponsiBid would not only show the price, but also add something to the end of the price to give context? For example: $54 /week In this video we show you how you can use the suffix builder to make a price calculate based off a large amount […]

In this video we demonstrate how to give a quote but not necessarily have to enter in certain pieces of information regarding the structure if the quote doesn’t need it to calculate the bid. Keep in mind that even though the video doesn’t cover this… the call screen is ALWAYS set to always ask for […]

PACKAGE SALES VIDEO (Settings > Services – Step 1 of any service module – all ResponsiBid accounts) Sell your packages, Compare and contrast your packages, Help underscore the value of each package or 2. If you don’t offer different packages, explain what happens during this service and, what the customer can expect when you are on […]

PROPOSAL HEADING VIDEO (Settings > Company Profile – In the Proposal Builder Section Some quick takeaways Thank the customer for getting a quote and explain what they see below (bundles, packages, let them know to select a service, sign and hit “I’m ready to schedule” to approve OR Frame value in doing business with your […]

Here is a sample script to help you get some ideas on writing your own script for your video to show as the customer as they are trying to figure out how to enter the specs for a certain module: Sample Template: Hi! My name is [FIRST NAME] and I am the [COMPANY POSITION] here […]

INTRODUCTORY SALES VIDEO (Settings > Form Builder) Build your initial personal connection with a customer by introducing yourself and thanking them for visiting your site Explain the easy process of getting an instant bid below Here is a sample script to help you get some ideas on writing your own script for your video to […]

There are 4 types of videos you can integrate in your Sales Process. Below you can see the purpose of each video and where to install it! If you have trouble with installation, find tips and frequently asked questions at the bottom of the page.   “Introductory Sales Video”  (Here’s a sample script and video […]

Date: Wednesday 5/25/16 4pm Pacific Time Webinar notes: We migrated you… Your pricing is the same, don’t need to fiddle — funniest part is that people who are just joining will find this system incredibly intuitive… it’s the users who are used to the old workflow are going to have to do a bit of […]