1. You will see the Jobber connection is enabled. If you’d like to disable it, simply un-check the “enabled checkbox” and then click save. Now that the connection is enabled, every quote from this point moving forward will be sent over to Jobber whenever it is created, saved, or changed. Once a contact within ResponsiBid and Jobber have synced, they will forever be linked, even if critical syncing information is changed between the two. For example: If a ResponsiBid contact has an email address of john@example.com and it has been synced with a contact in Jobber who had the same email address, but you change the email address in Jobber to johndoe@exampleemail.com, the previous link that had been made between the two will cause the email in ResponsiBid to change to the new email address unconditionally.
2. You will see a button that allows you to send all of your ResponsiBid contacts over to Jobber. If you have many contacts and you’d like to immediately send all of your contacts within ResponsiBid over to Jobber, you can simply click that button, confirm that you are ok with this, and then every existing bid you have within ResponsiBid will go over to Jobber. ResponsiBid will do it’s best to not duplicate contacts that are already there by comparing things like email address, name, and street address, but it’s not a perfect system, and there is a chance that there will be duplicate contacts created. The purpose of doing this is to allow you to search in Jobber and always find your ResponsiBid contacts. It should be noted that as mentioned in the point above, once you run this command, any contacts that are merged together and linked, any change you make to the contact’s information in either place will change those details in both places. For example: If you did a quote in ResponsiBid a year before setting up this connection, and the same person exists in Jobber (same name and/or street address, and/or email address) when you click this button, those contacts will be merged and making a name spelling change or billing address change in either Jobber or ResponsiBid will result in that change merging over to the same contact in the other application.
3. Default hourly rate. This is your opportunity to tell ResponsiBid how many dollars per hour to guess when scheduling jobs. If you set this dollar amount to $100, then when you are scheduling a customer in ResponsiBid to send the job to Jobber, ResponsiBid can take a guess at how long the job will take. For example: If you schedule a customer for a job that is $250 and you have told ResponsiBid that your default hourly rate is $100, then ResponsiBid will guess that the job will take 2 hours and 30 minutes. Of course you can change it (which will be covered later), but this will give you a chance to get close for normal scenarios and save time when scheduling.
4. When a Jobber job is complete dropdown. This lets you tell ResponsiBid what status to automatically put someone in by default when a job is completed/closed out in Jobber. By default this is the closed sequence. You can choose any present day status that you like though.
5. When a Jobber job is deleted dropdown. This lets you tell ResponsiBid what status to automatically put someone in by default when a job is deleted in Jobber. By default this is the special status “deleted in Jobber” sequence. You cannot associate follow-up or access it any other way, but you can choose any present day status that you like though.
6. The “Use ResponsiBid for Job in Jobber follow-up” option. This would allow you to determine if you want access to this “Job in Jobber” status within the follow-up builder area. For example: If you’d like to have the appointment details email go out from your ResponsiBid follow-up sequences while the job is being handled by Jobber, then you would want to turn this part on. You would, however, want to make sure that your Jobber follow-up for scheduled jobs is not running so as to keep all of your follow-up coming from the same place.

If all 3 icons are showing for a specific contact:

This means that you have this client in both places AND the contacts are linked. If you make a change of any sort regarding their name or email address, or billing address in one place, it will change it in both places.

If only the ResponsiBid Profile shows for a contact:

This means that this contact is not currently connected to a Jobber client. That doesn’t mean that they don’t have a congruent person in Jobber yet… it just means that there hasn’t been a connection made. The moment you save, re-run a bid or anything for this client, ResponsiBid will take that opportunity to try to find that person in Jobber and then either merge or create a new client in Jobber for your convenience.

If only the Jobber Profile shows for a contact:

This means that the contact is only in Jobber, and while you can click the autofill button to create a new bid in ResponsiBid for that contact (which will then also link it directly to the Jobber client you autofilled from), there is no record of that person inside of ResponsiBid.

But what if I see this:

You can see that this is OBVIOUSLY the same person… Note that the person even has the same “STreet” oddity in the address area. This indicates that more than likely this is an import where the data is going to match perfectly. So why are they separate? The reason is that you can clearly see that they do exist in both places, and just haven’t been merged yet. If you save the top version of that client within ResponsiBid, you would probably note at that point that they show up as a single contact from that point forward with all 3 icons. Also, if you used the “Send all contacts to Jobber” button in the connections area you would not see much (if any) of this since they would merge together. So in this case, it’s a matter of just getting the clients to merge and create the bond from within ResponsiBid so that they don’t have to show up separately like this.

When this happens you will be given the following options:

You must select at least one package offering for a job. Then you may select a date in the future for the job to be performed. The job start time is the “Arrival start time”, but the “Arrival End Time” is the end of the arrival for which your customer would expect you to arrive. You can choose a default time to add to the window under settings > administrator > calendar settings. Based on the default hourly rate you entered into the connection setup, ResponsiBid will take a guess at the amount of time the job will take, but you can edit it as you need to. Lastly, you must choose a Jobber user to do the job (probably the job lead). If there will be multiple technicians on the job site, you will need to click into Jobber and add the additional techs to the visit.

Once you enter in all of the required information, ResponsiBid will create a job for that client in Jobber and the work order will be created and a visit will be created for the lead tech. You can customize the times and anything else you need.

In the ResponsiBid Customer profile:

Once the bid has been linked to a Jobber client (via a save or doing the auto import in the connections area), you can simply click the button from within the customer profile in order to quickly jump over to the Jobber client. If there hasn’t been a link created between a ResponsiBid client and a Jobber client yet, this button will simply allow you to “add it to Jobber” and then a link will be created.

In the ResponsiBid Call Screen:

From the call screen you can either search for a contact as listed above in the call screen area, or as in the case shown above where you are editing a customer in the call screen, you can click the button in the top bar to quickly take you over to Jobber where you can visit the client’s history of items there.

In the Jobber Client (once it has been linked):

When you are visiting a client in Jobber who has been linked to ResponsiBid you’ll notice there is a custom field called “ResponsiBid Profile”. This is a clickable link that will quickly take you back to the customer’s profile inside of ResponsiBid.

In the Jobber Job (whenever created from ResponsiBid):

Any job created in Jobber from within ResponsiBid will automatically add a note to the very bottom of the job. You can click that link to go directly back to ResponsiBid as well.

If you decide to do your Job in Jobber follow-up in ResponsiBid, you will want to turn it on in the connections area and then off in Jobber. Then you will go to ResponsiBid’s “Settings > Follow-up builder and then see that there is a “Job in Jobber” status. You can enable and setup your steps there as you would for any follow-up status at that time. Once you have them built out the way you’d like, you can click the save button to commit your changes to the ResponsiBid system.

You can stop the follow-up, you can change the text of the follow-up for that specific customer or you can re-schedule certain steps of the follow-up if you like.

If you re-schedule a visit for a job in Jobber, ResponsiBid will learn about that and change all of the follow-up for the steps that have not sent yet in order to stay in sync with the job. For example: If you have ResponsiBid setup to send an SMS message to confirm the job the day before, but the job moves… ResponsiBid will notice that you rescheduled in Jobber and send out the SMS at the appropriate time.

A few best practices:

1. Let ResponsiBid send an email out 15 minutes after you schedule the job to send the customer an email with all of the job details such as arrival time, work to be performed, and other things to know about what to expect the day of the job. This will help mitigate confusion if the customer says they never were told or didn’t understand.
2. Don’t send too many emails or texts before a job. Finding the right amount is probably going to be 1 or 2 messages before the job. Much more than that and you might start to wear the customer thin.
3. Have a disabled email step in the follow-up builder that doesn’t really do anything. This will give you the flexibility to add a special communication that you might want to add for a specific customer at some point that you can customize and re-enable to use in special cases.
4. Since the only way for a Job in Jobber to come back to ResponsiBid is for the job to be marked completed or to e deleted, ResponsiBid will not allow for status flips to be part of the follow-up of that status. If you want the status in ResponsiBid to change, it will need to come back to ResponsiBid through one of those 2 channels.