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Company Setup
(109)
Form Builder: General Info
Getting the timing of your first follow-up email right
Opting people in and out of communications
Webinar: Get your CrewCal PHD
Notification email subjects
Pricing Setup
(52)
Building out the Blind Cleaning Module
Building Out The Window Cleaning (Rough) Module
Building Out The Concrete Cleaning (Rough) Module
“Bid in Person” Overrides for Legacy Modules
How to Setup the Roof Cleaning Module
Proposal Customization
(33)
Setting up the success & failure page
Adding images to proposals and pdf’s
Making a phone call from the customer profile
Customers can add services to their quotes
Manually sending a client proposal link
Creating a Bid
(28)
Custom Items
Using the Actual Square Footage Option
Seeing where a bid originated
Step 3 of setting up a service module
Call Screen power
Communication
(22)
Setting up your email templates
Webinar: How to use statuses like a pro
Extra Email and Phone Validation
How to setup SMS/Text messages in ResponsiBid follow-up
Webinar: Closing Phone Bids & Keeping it Consistent
Ninja Tricks
(52)
Sending an email to a customer from the customer profile
Webinar with Lisa Macqueen 1/31/17
What is a Legacy Migration Adjustment?
Allow customers to upload images from their proposal
Welcome Video & Quick Setup Tips
CrewCal
(5)
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
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
