If you’ve ever wished that you could override the measurements as the admin to just put in a number of square feet, this can be done in the customer profile. Simply find a measurement that you’d like to override and locate the calculator icon like this: When you click the calculator you can toggle over […]

Step 4: Finalizing the proposal: Step 4 is where you will setup the overarching details of how the proposals will be presented. In step 4 we will be setting up: If the area minimum should be set If the house size minimum should be set If a trip charge should be added to each quote If […]

Step 3: Setting up your pricing: Step 3 is geared 100% for setting up pricing for ResponsiBid to use to calculate the price of a quote. The customer will NEVER see this, and once you understand how it all works, it’s really easy to use. The first thing you need to understand is Base Price vs […]

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 […]

Start at Settings > Services to access your active & inactive modules. Find the  module you would like to edit. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will enter the edit mode of the module. Step 1: Nickname and description: […]

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 […]

6/29/12: Learn how to give your employees direction and purpose. Help to make your company more unified and build company culture.

10/12/12: Phone tips and tricks to close more jobs!

3/30/16: Using statuses in ResponsiBid is a key part of leveraging the software. In this webinar we explore the default statuses, how they are used, and some other great ninja tricks on how to build some statuses that every company should be using.