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 […]

If you were using the “Rough Window Cleaning” module before we moved to the new system everything moved over great… except one thing. In the old system: You told ResponsiBid how many sunscreens (Many people customized this to be other things) to count on each building size by default… assuming that there are sunscreens on […]

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 […]

See a totally in-depth overview of what ResponsiBid does, how it does it, and how you can customize the technology for your company. This tour is performed by Curt Kempton, the founder of Symphosize, and the developer of ResponsiBid. Curt has owned service-based businesses and developed the software out of a need to build better-closing […]

ResponsiBid is a really neat system because when you make one change it can keep a lot of stuff up to date because of it’s cloud-based nature. However, we believe there are some things the ResponsiBid should not automatically update for you. So here is a breakdown of what happens when you change your prices: Once you […]

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. […]