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Setting up a Jill’s Office user in your ResponsiBid Account

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When you are setting up the user in your ResponsiBid account for Jill’s Office, you will want to follow the instructions in this video. Setup a new user in your account with an email address that YOUR COMPANY CONTROLS. Make sure you turn on the permissions in the Jill’s Office user necessary for Jill’s Office […]

Customers can add services to their quotes

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Customers can add services to their bids by selecting the option inside of their proposals. If you turn on the feature at Settings > Company Profile > Proposal Builder, then you can have a button in the proposal that allows a customer to add more services to their quote. A few things to note: You […]

Learn how to take a deposit when a customer schedules a job using CrewCal

864 views Less than a minute 1

When your customer is scheduling themselves using CrewCal, you want to make sure that they are serious about taking your calendar space. Well, here is how you can do just that. In this video you will see: Once you have an active CrewCal account, you will see that the PayPal connection (or deposit connection) becomes […]

Using the Actual Square Footage Option

1494 views 4 min , 40 sec read 1

If you’d like customers or yourself to have the option to enter in the exact square footage of building sizes, you can turn that feature on, but there are several places you’ll need to go to get it fully working: 1. You’ll need to first enable the functionality in your form builder You can enable […]

How to make house size, stories, or basement required or not

958 views Less than a minute 1

In this video we demonstrate how to give a quote but not necessarily have to enter in certain pieces of information regarding the structure if the quote doesn’t need it to calculate the bid. Keep in mind that even though the video doesn’t cover this… the call screen is ALWAYS set to always ask for […]

Step 4 of setting up a service module

1103 views 5 min , 26 sec read 1

Step 4: Finalizing the proposal: Step 4 is where you will setup the overarching details of how the proposals will be presented. In step 4 we will be setting up: If the area minimum should be set If the house size minimum should be set If a trip charge should be added to each quote If […]

Webinar: Killer Follow-up Strategies

1362 views Less than a minute 2

4/28/16: In this webinar we cover some best practices: Setting up email users/senders How to receive SMS messages from ResponsiBid as a user The 3 things you can do with each follow-up step Manually opting people in/out of follow-up Reconfiguring a scheduled job (restarting follow-up or not) Stopping follow-up for a customer Manually editing follow-up […]

Legacy rough window cleaning ported over to the new system changes

945 views Less than a minute 0

If you were using the “Rough Window Cleaning” module before we moved to the new system everything moved over great… except one thing. In the old system: You told ResponsiBid how many sunscreens (Many people customized this to be other things) to count on each building size by default… assuming that there are sunscreens on […]

Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor

1833 views 1 min , 1 sec read 1

In this video you will learn the hazards of changing the meaning of a leadsource, service area, or service factor. You can change what it says, but you definitely don’t want to change what it means! Sometimes you will want to go in and add something, and in the process, delete something else. You might be tempted […]

Testing your module before launching

1236 views Less than a minute 2

In this video you will learn a few things about testing your modules as you set them up. You will see how to fill out a test bid in the call screen. You will see the correlation between the steps that the customer would interact with as the specs are collected. You will see how […]

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  • 28Creating a Bid
  • 21Communication
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