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ResponsiBid Documentation
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Company Setup
(109)
Explicit Opt-in
How to Setup the Gutter Cleaning – Exact Module
CrewCal Setup for Read-Only situations
Create and manage users
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Pricing Setup
(52)
Building Out The Concrete Cleaning (Measurements) Module
Commercial bid override feature
How to Setup the Solar Panel Cleaning – By the Panel Module
Step 2 of setting up a service module
How to allow commercial quotes from your website
Proposal Customization
(33)
Customers can add services to their quotes
Manually sending a client proposal link
Opting people in and out of communications
Adding a service to an existing bid
New Proposal Format
Creating a Bid
(28)
Step 3 of setting up a service module
Call Screen power
Customers can add services to their quotes
Adding a service to an existing bid
Step 4 of setting up a service module
Communication
(21)
How to setup SMS/Text messages in ResponsiBid follow-up
Webinar: Closing Phone Bids & Keeping it Consistent
Using the customer status
Webinar: Teaching Employees How to Score
Handling follow-up emails from within the customer profile
Ninja Tricks
(50)
Welcome Video & Quick Setup Tips
Making a phone call from the customer profile
CrewCal Setup for Read-Only situations
Webinar: How to use statuses like a pro
Extra Email and Phone Validation
CrewCal
(5)
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
CrewCal Customer Self-Scheduling Limit (days)
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
