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 […]
Connections
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 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 […]
HCP Connection Setup (3:26)
How the NiceJob Connection works
The NiceJob connection is almost too easy. Once you turn it on, there’s really nothing left for you to do, so here’s a run down of how the connection works: When a bid is completed (once the connection is turned on) a person is created in NiceJob. You will be able to add pictures or […]
The new and improved Jobber integration 2.0
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 […]
Jobber Connection With Custom Fields
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 […]
The Customer Factor Connection
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 […]
CrewCal Lead Times and First Job Scheduling
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 […]