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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)
Building Out The Ceiling Fan Cleaning Module
Auto-Upsell Your Customers using the Upsell feature in ResponsiBid
How to Setup the Gutter Cleaning – Rough Module
Setting up your Modules in the Services Area
Building Out The Window Cleaning (Exact Pane / SqFt Ladderwork) Module
Proposal Customization
(33)
Step 4 of setting up a service module
Giving Proposals Names
Manually sending a client proposal link
Using Videos in your Bids and Proposals
Making a Service NOT Automatically Upsell
Creating a Bid
(28)
How to Manually adjust a bid in ResponsiBid
Extra Email and Phone Validation
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
Communication
(21)
Webinar: Gmail integration
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
Ninja Tricks
(51)
Step 1 of setting up a service module
Advanced Code Injection with Webhooks
Video Sample Script: PROPOSAL HEADER VIDEO
Scheduling a job in ResponsiBid
Jobber Connection With Custom Fields
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
