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ResponsiBid Documentation
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Company Setup
(109)
Setup your admin area
Step 1 of setting up a service module
Building Out The Window Cleaning (Exact Window / Story Ladderwork) Module
Setting up a Jill’s Office user in your ResponsiBid Account
How to setup SMS/Text messages in ResponsiBid follow-up
Pricing Setup
(52)
Setting up your Modules in the Services Area
Building Out The Window Cleaning (Exact Pane / SqFt Ladderwork) Module
Building Out The Christmas Lights Rough Pricing (house only) Module
New Proposal Format
How to Setup the House Washing Module
Proposal Customization
(33)
Manually sending a client proposal link
Using Videos in your Bids and Proposals
Making a Service NOT Automatically Upsell
Notification email subjects
Video Sample Script: PROPOSAL HEADER VIDEO
Creating a Bid
(28)
Testing the Smart Form
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Using ResponsiBid as a standalone without a website hack
How do price changes get handled in ResponsiBid?
Removing Trip Charges, Area Minimums
Communication
(22)
Sending an email to a customer from the customer profile
Using Videos in your Bids and Proposals
Making a phone call from the customer profile
SendJim Connection Setup for ResponsiBid
Setting up your email servers (Gmail Integration)
Ninja Tricks
(52)
Scheduling a job in ResponsiBid
Jobber Connection With Custom Fields
Step 2 of setting up a service module
Rare Chrome Bug
Video Sample Script: PACKAGE SALES VIDEO
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
