Ninja Tricks

What is a Legacy Migration Adjustment?

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 […]

New abilities with converted bid modules

All modules will now let you: Charge by the hour instead of just by piecework. Move through the setup process in 4 steps Fine tune items to discount from the base price Create volume discounts Add as many adjustments as you want to bids Be a pro in 20 min Rename virtually ANYTHING you want! […]

Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor

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 […]

Testing your module before launching

In this video you will learn a few things about testing your modules as you set them up. You will see how to fill out a test bid in the call screen. You will see the correlation between the steps that the customer would interact with as the specs are collected. You will see how […]

Merging a contact in ResponsiBid

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 […]

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.

Using ResponsiBid on your phone like an app

Are you wanting to get ResponsiBid on your phone but not seeing the app in the iOS App Store or the Google Play store? This video shows you haw to get that functionality.

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 […]

Exporting ResponsiBid contacts

Simply go to Settings > Contacts and scroll to the bottom. There is an accordion called “Export Contacts”. Simply open that accordion up and choose what information you’d like to export. It will automatically download a .csv file for you to do with as you wish.