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 […]

See how you can now easily get your customers to schedule themselves as well as have your office staff use the added intelligence of CrewCal to help them pick dates. Even if you don’t use CrewCal, you can now create your work orders and schedule directly into Customer Factor from inside of ResponsiBid! Some highlights […]

CrewCal will now allow you to have special rules that will keep customers from being able to schedule themselves too soon for your liking, and also will allow customers who live farther away to schedule themselves as long as they will be the first and only job of the day. This way you can have […]

When your customer is scheduling themselves using CrewCal, you want to make sure that they are serious about taking your calendar space. Well, here is how you can do just that. In this video you will see: Once you have an active CrewCal account, you will see that the PayPal connection (or deposit connection) becomes […]

If you are looking to connect ResponsiBid with Infusionsoft, be sure to check out this video to learn: How to make the connection with Infusionsoft’s API key How to make a few custom fields in Infusionsoft to allow your ResponsiBid bids to be stored in Infusionsoft How to auto import customers and bids into Infusinosoft […]

Ok, so you need to connect your ServiceMonster calendar into CrewCal but you don’t know where to start… Well, here you go. Watch the video above to get your ServiceMonster Calendar into Google Calendar. ServiceMonster makes this beautifully nice. Connect Crew Cal to the iCal link of your Google Calendars that you have now created […]

This video will help you a few things: The relationship of CrewCal to your actual calendar (just reads it… not actually being your calendar) The relationship of CrewCal to your ResponsiBid account (gives the date/time/duration/crew back to ResponsiBid) How to allow for recurring appointments (must be done inside your scheduling software) How to block off […]

In some circumstances it will make sense for CrewCal to read a calendar that you’re going to have to manually enter in the details for after it’s scheduled. For example: In HouseCall Pro you cannot have a 3rd party enter in workorder information (yet… maybe someday?) or schedule jobs from outside of their software. You […]

We hope you love the SendJim Connection for ResponsiBid! This connection will allow you to use your SendJim account to do 2 things: Send direct mail as part of your ResponsiBid follow-up to your customers Send direct mail as part of your ResponsiBid follow-up to your customers’ neighbors Watch the video above to make sure […]

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 […]