How to setup the Christmas Lights Rough Pricing (house only) module Start at Settings > Services to access your active & inactive modules. Find the “Christmas Lights” service, and then the “Rough Pricing (house only)” module. It may be active or inactive, but by clicking on the name of the module next to the green “+” […]

How to setup the ceiling fan cleaning module Start at Settings > Services to access your active & inactive modules. Find the blind cleaning module 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 […]

How to setup the carpet cleaning module (by room) Start at Settings > Services to access your active & inactive modules. Find the “Carpet Cleaning” service, and then the “Carpet Cleaning (by room)” module. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, […]

How to setup the carpet cleaning module (square ft) Start at Settings > Services to access your active & inactive modules. Find the “Carpet Cleaning” service, and then the “Carpet Cleaning (square ft)” module. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, […]

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: […]

How to setup the blind cleaning module Start at Settings > Services to access your active & inactive modules. Find the blind cleaning module 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 […]

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 […]

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 […]

Video notes: See how to work with modules: Understand the differences between active and inactive modules – How to turn modules off and on. Understand the differences between a module and a bidding style – Some modules have multiple bidding styles. Learn how to change a module name. Setup a module bidding style: Step 1 […]