In this video you will see how you can: See how to “hack” your smartform out of the regular ResponsiBid installation Create a standalone landing page by adding header and footer HTML into the form builder’s “code injection” Shorten a url of the hacked out form to make a prettier link Use the styling of […]

In this video we show you all the steps to authenticating (connecting) and authenticating (disconnecting) your Google calendar to ResponsiBid. On you can do this process as it requires you to be logged in to both your ResponsiBid account and your Google account at the same time. Check out how simple it is!

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 […]

As of 11/20/17 you will notice that you will no longer be locked out of jobs that you schedule into Jobber. The lockout was a really great way to make sure that when a job was scheduled that it didn’t get unexpected behavior as changes were made in one place and had unexpected changes where […]

If your Jobber account doesn’t create the custom fields for the “ResponsiBid customer profile links” or the “Referred By” custom fields by default after connecting to ResponsiBid, then you can use the tips in this video to make those fields for yourself! Once those fields exist, Jobber can then accept the leadsource and profile links […]

In this video tutorial you will learn how to strip out the page that you can use to take customers directly to in order to get a bid online. This works well if you don’t have the ability to install JavaScript on a web page because you either don’t have a website, or you are […]

See how you can now easily get your customers to schedule themselves as well as have your office staff use the added intelligence of CrewCal to help them pick dates. Even if you don’t use CrewCal, you can now create your work orders and schedule directly into Customer Factor from inside of ResponsiBid! Some highlights […]

Have you wished that every person who gets any sort of a bid from you would be automatically upsold a service that you could easily add to every proposal? Now you can with the upsell feature inside of ResponsiBid. The video above walks you through a few things: Turning a module on to automatically sell […]

CrewCal will now allow you to have special rules that will keep customers from being able to schedule themselves too soon for your liking, and also will allow customers who live farther away to schedule themselves as long as they will be the first and only job of the day. This way you can have […]

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 […]