Step 2: Disabling & enabling questions: By default there will always be questions that a customer will be asked in order to give the information necessary to get a quote. These questions are important to check the wording, spelling, and other hints to make sure that your demographic in your service area is able to understand […]

Any bid before 4/22/2016 could possibly have been done using the old service module format. We began converting “legacy bids” into the new, simpler format beginning on 4/22/16. The process our migration used was: Convert your packages, pricing, disclaimers & customized wording from the old setup process to the new module style. Recalculate each of […]

When we moved your blind cleaning prices from the old system to the new one, we weren’t able to label each style the same exact way, so you may want to look at your call screen and see if you like it. The old way we presented it: This worked pretty well, but we wanted […]

Learn how to edit a bid by removing any of the minimums necessary. Sometimes a customer is going to be booking multiple services and therefore you would want to remove any unnecessary trip charges from multiple services. This video will show you how. If you don’t feel like watching the video, the short answer is to […]

In this video you will learn the hazards of changing the meaning of a leadsource, service area, or service factor. You can change what it says, but you definitely don’t want to change what it means! Sometimes you will want to go in and add something, and in the process, delete something else. You might be tempted […]

Sometimes you will need to adjust a bid even though the calculations were done perfectly. It might be for a special circumstance for a customer, or it might be something that you need to account for on a job that wouldn’t be the norm. It could be offering the customer a discount. In any event, […]

Sometimes you will need to merge to contacts together so that you can clean up your customer list. ResponsiBid allows you to do that by: Go to settings > contacts and search for the 2 contacts so that they appear in the same list. Check the box next to the 2 names of the contacts […]

See a totally in-depth overview of what ResponsiBid does, how it does it, and how you can customize the technology for your company. This tour is performed by Curt Kempton, the founder of Symphosize, and the developer of ResponsiBid. Curt has owned service-based businesses and developed the software out of a need to build better-closing […]

In the top, left box you will find the customer information such as name, address, and other general information. To edit the information, simply click any of the items with a blue dashed line under it and a pop-up will come up allowing you to edit that field. Special popups: Email address- when you get to […]

From within the customer profile you can either click on the “Add service button” and get the menu to allow you to select custom items like this: Or you can click on the “Edit in Call Screen” button and then choose the “custom items” check box under the “select services” accordion. From here you will […]