ResponsiBid Help
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Company Setup
(110)
Getting Started With ResponsiBid
Create and manage users
Add Company Logo & Avatar
Setting up the success & failure page
Notification email subjects
Pricing Setup
(52)
“Bid in Person” Overrides for Legacy Modules
Commercial bid override feature
Best Practices: Setting up your value packages
Custom Items
How do price changes get handled in ResponsiBid?
Proposal Customization
(35)
Setting up the success & failure page
Manually sending a client proposal link
“Bid in Person” Overrides for Legacy Modules
Testing the Lightbox
Handling follow-up emails from within the customer profile
Creating a Bid
(30)
Custom Items
Call Screen power
Setting up an in-person bid
Creating an anonymous bid
Call Screen vs. LightBox vs. Smart Form
Communication
(25)
Setting up your email templates
How to setup SMS/Text messages in ResponsiBid follow-up
Using the customer status
Handling follow-up emails from within the customer profile
Manually sending a client proposal link
Ninja Tricks
(57)
Sending an email to a customer from the customer profile
Making a phone call from the customer profile
Exporting ResponsiBid contacts
Setting up your email servers (Gmail Integration)
Using ResponsiBid on your phone like an app
CrewCal
(6)
CrewCal Customer Self-Scheduling Limit (days)
Webinar: Get your CrewCal PHD
Connect Google Calendar to CrewCal
Connect your Jobber Calendar to CrewCal
Getting Your Secret ICAL URL to turn on for your Google Calendar
Customer Profile
(2)
Navigating a Customer Profile
How to Blacklist a Customer or Block an ip address
Video Library
Making the connection to Google Calendar
Importing a Contact List
Manually sending a client proposal link
“Bid in Person” Overrides for Legacy Modules
Commercial bid override feature
