This video walks you through the process of setting up your CrewCal integration with ResponsiBid.

Notes:

• Turning on the connection
• Importance of having a connection to your scheduling software turned on (CrewCal reads your schedule, your connection to the software is what writes to the schedule)
• Understanding your CrewCal settings
  • Each “crew” comes in from whatever connection you are tied to (Google Calendar, Jobber, etc)
  • Naming your crew
  • Setting up your iCal link (MUST be private address link!)
  • Setting your time/distance preferences
  • Setting the “home location” of the crew
  • Setting up shifts
  • Tying employees to crews
  • Customizing the page that shows if you don’t have any time slots available
• Scheduling a job
  • Understanding the “location pin color”
  • Understanding the “capacity indicator color”
  • Understanding the list view, the 4 week view, and the day view
• Real-time scheduling for a customer
  • Only spots represented by a “green pin” and a “green capacity indicator” will be available to your customers to pick from.
  • Notification email that comes when a customer schedules from the proposal