Re-sending the Quote to the Customer

If you wanted to manually send the customer a link to their proposal: Open up the customer you’re talking to Click on the bid date next to the proposal date (or last recalculation) Click on the “client proposal link” Copy the URL from the url bar in your browser to send to the customer If […]

Changing out the shortened URL links

If your emails keep finding their way to your customer’s spam folder there’s a good chance that something about your emails is triggering getting marked as spam. Here are a few examples of reasons that could be getting your emails marked as spam: If more than 3 out of every 1,000 emails is being marked […]

Extra Email and Phone Validation

In this video you will see how ResponsiBid can offer extra email and phone validation Turn the feature on in Settings > Form Builder > General Data Collection Make sure you hit save. ResponsiBid will make sure your web visitors phone number area code and prefix seem to be true. ResponsiBid will make sure that […]

Setting up a Jill’s Office user in your ResponsiBid Account

When you are setting up the user in your ResponsiBid account for Jill’s Office, you will want to follow the instructions in this video. Setup a new user in your account with an email address that YOUR COMPANY CONTROLS. Make sure you turn on the permissions in the Jill’s Office user necessary for Jill’s Office […]

Webinar: Killer Follow-up Strategies

4/28/16: In this webinar we cover some best practices: Setting up email users/senders How to receive SMS messages from ResponsiBid as a user The 3 things you can do with each follow-up step Manually opting people in/out of follow-up Reconfiguring a scheduled job (restarting follow-up or not) Stopping follow-up for a customer Manually editing follow-up […]

Scheduling a job in ResponsiBid

In this video we will discuss setting your time defaults, inputting the required information for scheduling, and how to go about letting your customer know what time you will arrive for a job.

Setting up your email servers (Gmail Integration)

NOTE: As of 2014, emails sent to AOL or Yahoo are more than likely being blocked if they are sent on your behalf. This is how ResponsiBid sends emails by default. By following this guide to use your own email servers you will be far more likely to be able to deliver to this addresses […]

Sending an email to a customer from the customer profile

To send an email to a customer from the customer profile, simply click on the envelope icon next to the email address in the customer information area. Your computer or mobile device will use the email service set as your default sending mechanism. This will work on a mobile device or a desktop/laptop computer. Cool ninja trick!