Company Setup

Building your own custom lightbox buttons

In this video you will see how to allow your creativity to make the ResponsiBid lightbox feature with your own button design. The main points are: Your website MUST allow you to install HTML or Javascript. If the website type you have doesn’t allow this functionality you may need to reach out to them to […]

Housecall Pro Connection Overview

If you are considering connecting ResponsiBid and Housecall Pro you will see that ResponsiBid’s powerful and intelligent selling automation has a great integration into Housecall Pro’s powerful CRM functionality. Together, HCP and ResponsiBid help to automate and improve your sales systems. Read below for all of the help articles to see how each feature would […]

Housecall Pro CrewCal setup (5:10)

Turn on the Google calendar app in HCP Use that connection to get the secret key for CrewCal Make sure to use the advanced features to split the big google calendar into individual calendars for CrewCal

HCP Follow-Up Strategies (4:10)

Be sure to not double up on follow-up from 2 systems that accomplish the same thing Use ResponsiBid follow-up to sell, and HCP follow-up to for operations The more consistent the better

HCP Scheduling a Job (5:22)

When the customer is ready, go to the profile and change the status to “Scheduled” and fill out the services they requested and the date/time going-use HCP Pro Once the job is saved in ResponsiBid, it is sent to HCP and the work order is visible there The job is now disconnected from any syncing […]

HCP Giving a Bid (3:19)

You can give quotes from any place in ResponsiBid that you want, but the connection requires that the quote originates in ResponsiBid. You can view in Housecall Pro the customers’ information, but not see the quote until it is scheduled -HCP does not process the package quotes Customer information updates do not 2-way sync at […]

Using the 2-way SMS and texting features

In this video you will see: How the messages show up in the feed. What happens if someone calls your SMS number (FORWARDING now available). How to send messages & why you have to select the “to” number. How you can send picture messages (MMS) How notifications will go to your email address to let […]

Using ResponsiBid if your website won’t allow you to install it directly

Sometimes a website builder is not going to allow HTML embeds… or javascript to install. But that’s OK! You can just make your “instant quote” button link directly to your ResponsiBid smartform. You can follow the instructions in this video to grab the actual page your ResponsiBid form is sourced from and take visitors there […]

Master Class #6

VIDEO INTEGRATION: SELLING FACE TO FACE, EVEN WHEN YOU CAN’T Using Video Integration To Help You Achieve Maximum Transparency And Customer Connection In Your Sales Process. In this video: Guided Proposals: Make videos that guide the customer through the quoting process. You will be helping them to get to know about your company and your […]