If someone calls in and you begin filling out ResponsiBid with their information only to find out that you are going to need to send someone there to finish the bid, just put in as much information as you can get and then click one of the green buttons that says “Visit for Bid” Don’t […]

The call screen is incredibly powerful because of how versatile it is. When you pick up the phone, you can begin using the call screen for any conversation whether it is a new customer, repeat customer, or someone who wants to remain anonymous. You can even get it loaded up for the visit for bid […]

Adding a custom item 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. […]