The new package editor allows you lots of flexibility. In this video you will see: How you can add up to 5 package options to a service How you can rename the packages How you can edit the line items How you can remove or add certain items to or from packages

If you are looking to connect ResponsiBid with Infusionsoft, be sure to check out this video to learn: How to make the connection with Infusionsoft’s API key How to make a few custom fields in Infusionsoft to allow your ResponsiBid bids to be stored in Infusionsoft How to auto import customers and bids into Infusinosoft […]

Ok, so you need to connect your ServiceMonster calendar into CrewCal but you don’t know where to start… Well, here you go. Watch the video above to get your ServiceMonster Calendar into Google Calendar. ServiceMonster makes this beautifully nice. Connect Crew Cal to the iCal link of your Google Calendars that you have now created […]

This video will help you a few things: The relationship of CrewCal to your actual calendar (just reads it… not actually being your calendar) The relationship of CrewCal to your ResponsiBid account (gives the date/time/duration/crew back to ResponsiBid) How to allow for recurring appointments (must be done inside your scheduling software) How to block off […]

In some circumstances it will make sense for CrewCal to read a calendar that you’re going to have to manually enter in the details for after it’s scheduled. For example: In HouseCall Pro you cannot have a 3rd party enter in workorder information (yet… maybe someday?) or schedule jobs from outside of their software. You […]

We hope you love the SendJim Connection for ResponsiBid! This connection will allow you to use your SendJim account to do 2 things: Send direct mail as part of your ResponsiBid follow-up to your customers Send direct mail as part of your ResponsiBid follow-up to your customers’ neighbors Watch the video above to make sure […]

This video walks you through the process of setting up your CrewCal integration with ResponsiBid. Notes: Turning on the connection Importance of having a connection to your scheduling software turned on (CrewCal reads your schedule, your connection to the software is what writes to the schedule) Understanding your CrewCal settings Each “crew” comes in from […]

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 […]

Have you ever wished that a price in ResponsiBid would not only show the price, but also add something to the end of the price to give context? For example: $54 /week In this video we show you how you can use the suffix builder to make a price calculate based off a large amount […]

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 […]