ResponsiBid DocumentationResponsiBid Documentation

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Company Setup(110)

  • Using the search feature
  • Building Out The Dryer Vent Cleaning Module
  • CrewCal Integration Setup
  • HCP Giving a Bid (3:19)
  • Setting up your Modules in the Services Area

Pricing Setup(52)

  • Building Out The Christmas Lights – Exact Pricing (House + Landscaping)
  • New Carousel Hinting
  • How to Setup the Maid Service- House Cleaning Module
  • Building out the Blind Cleaning Module
  • Building Out The Window Cleaning (Rough) Module

Proposal Customization(35)

  • How to allow commercial quotes from your website
  • Allow customers to upload images from their proposal
  • Sending an email to a customer from the customer profile
  • Auto-Upsell Your Customers using the Upsell feature in ResponsiBid
  • Setting up the success & failure page

Creating a Bid(30)

  • What is a Legacy Migration Adjustment?
  • Using ResponsiBid if your website won’t allow you to install it directly
  • Original Bid vs Last Recalculation
  • Step 2 of setting up a service module
  • Custom Items

Communication(25)

  • Quality Driven Connection to ResponsiBid
  • Scheduling a job in ResponsiBid
  • Using the 2-way SMS and texting features
  • Setting up your email templates
  • Webinar: How to use statuses like a pro

Ninja Tricks(57)

  • Override measurements with a sqft override
  • Changing out the shortened URL links
  • How to add a suffix to a ResponsiBid price
  • New abilities with converted bid modules
  • Customer Specific Videos, Optional Signature, and Availability Dates

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

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