This option is really straight forward. The quote in ResponsiBid goes just as it normally would, but after the follow-up is initiated you could just send a link in the follow-up emails that encourages people who want to get extra special attention to the type of project they have to simply click a link and […]

This option means that you would potentially take a lead away from the instant quote process– maybe to never see them return– however in the case of more complicated quotes this could be a good thing. It would ask the customer as they are filling out the form to click a link to get an […]

LiveSwitch Integration with ResponsiBid via Zapier This integration requires sending a Zapier webhook as part of the “Open” status follow-up sequence. It would allow you to set a timer in the open sequence so that LiveSwitch would directly send out an invitation to record a video from every new quote given. If you are interested […]

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

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 […]

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 […]

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 […]