ResponsiBid DocumentationResponsiBid Documentation

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html(5)

  • Smart Form Styling Changes
  • LiveSwitch Integration with ResponsiBid via SmartForm Prompt
  • LiveSwitch prompting video recordings via Zapier
  • LiveSwitch Integration Methods
  • Insert images in the Smartform

Integrations(4)

  • LiveSwitch Prompting Video Via Your Follow-up Emails
  • LiveSwitch Integration with ResponsiBid via SmartForm Prompt
  • LiveSwitch prompting video recordings via Zapier
  • LiveSwitch Integration Methods

Customer Profile(3)

  • New customer profile and bid page
  • How to Blacklist a Customer or Block an ip address
  • Navigating a Customer Profile

CrewCal(6)

  • Housecall Pro CrewCal setup (5:10)
  • Getting Your Secret ICAL URL to turn on for your Google Calendar
  • Connect your Jobber Calendar to CrewCal
  • Connect Google Calendar to CrewCal
  • Webinar: Get your CrewCal PHD

Ninja Tricks(63)

  • Smart Form Styling Changes
  • LiveSwitch Prompting Video Via Your Follow-up Emails
  • LiveSwitch Integration with ResponsiBid via SmartForm Prompt
  • LiveSwitch prompting video recordings via Zapier
  • LiveSwitch Integration Methods

Communication(24)

  • Twilio Campaign Registry
  • Re-sending the Quote to the Customer
  • HCP Follow-Up Strategies (4:10)
  • Changing out the shortened URL links
  • Using the 2-way SMS and texting features

Company Setup(110)

  • Smart Form Styling Changes
  • Company Profile Settings: ResponsiBid Startup Plan
  • LiveSwitch Prompting Video Via Your Follow-up Emails
  • LiveSwitch Integration with ResponsiBid via SmartForm Prompt
  • LiveSwitch prompting video recordings via Zapier

Creating a Bid(30)

  • Smart Form Styling Changes
  • Insert images in the Smartform
  • How does ResponsiBid track using Google Analytics?
  • Giving quote In-person or Over the Phone
  • Re-sending the Quote to the Customer

Proposal Customization(36)

  • Smart Form Styling Changes
  • Auto Populating a Form Within the Proposal
  • Beta Bundle Building & Automation
  • Adding images to proposals and pdf’s
  • Allow customers to upload images from their proposal

Pricing Setup(52)

  • Proposal Scenario Controls
  • New Carousel Hinting
  • Customer Specific Videos, Optional Signature, and Availability Dates
  • New Proposal Format
  • Auto-Upsell Your Customers using the Upsell feature in ResponsiBid

Video Library

  • LiveSwitch Prompting Video Via Your Follow-up Emails
  • LiveSwitch Integration with ResponsiBid via SmartForm Prompt
  • LiveSwitch prompting video recordings via Zapier
  • Insert images in the Smartform
  • ServiceMonster – FollowUp Strategies

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