In some circumstances it will make sense for CrewCal to read a calendar that you’re going to have to manually enter in the details for after it’s scheduled. For example:<\/p>\n
In HouseCall Pro you cannot have a 3rd party enter in workorder information (yet… maybe someday?) or schedule jobs from outside of their software. You can, however export their calendar to be viewed in Google Calendar.<\/p>\n
That means that if you follow this video in setting up your crews inside of CrewCal you’ll be able to let ResponsiBid\/CrewCal read the calendar and then after you (or your customer) schedule a job, you’ll need to go into your CRM to build the workorder\/schedule the job. This way, at least your customers can schedule themselves from a proposal, and you’ll get all the assistance from CrewCal you need for scheduling as an admin… and hopefully someday your CRM provider will open up an API connection that ResponsiBid can connect to!<\/p>\n
Another point (NOT NOTED IN THE VIDEO) is that in the advanced options you will have the ability to use “AND” or “OR” statements. Here’s an example:<\/p>\n
In the meantime, this is a pretty slick way to get the automation started!<\/p>\n