Creating a Bid

Override measurements with a sqft override

If you’ve ever wished that you could override the measurements as the admin to just put in a number of square feet, this can be done in the customer profile. Simply find a measurement that you’d like to override and locate the calculator icon like this: When you click the calculator you can toggle over […]

Step 4 of setting up a service module

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 […]

Step 3 of setting up a service module

Step 3: Setting up your pricing: Step 3 is geared 100% for setting up pricing for ResponsiBid to use to calculate the price of a quote. The customer will NEVER see this, and once you understand how it all works, it’s really easy to use. The first thing you need to understand is Base Price vs […]

Step 2 of setting up a service module

Step 2: Disabling & enabling questions: By default there will always be questions that a customer will be asked in order to give the information necessary to get a quote. These questions are important to check the wording, spelling, and other hints to make sure that your demographic in your service area is able to understand […]

What is a Legacy Migration Adjustment?

Any bid before 4/22/2016 could possibly have been done using the old service module format. We began converting “legacy bids” into the new, simpler format beginning on 4/22/16. The process our migration used was: Convert your packages, pricing, disclaimers & customized wording from the old setup process to the new module style. Recalculate each of […]

Blind Cleaning after Legacy Migrations

When we moved your blind cleaning prices from the old system to the new one, we weren’t able to label each style the same exact way, so you may want to look at your call screen and see if you like it. The old way we presented it: This worked pretty well, but we wanted […]

Removing Trip Charges, Area Minimums

Learn how to edit a bid by removing any of the minimums necessary. Sometimes a customer is going to be booking multiple services and therefore you would want to remove any unnecessary trip charges from multiple services. This video will show you how. If you don’t feel like watching the video, the short answer is to […]

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

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 […]

How to Manually adjust a bid in ResponsiBid

Sometimes you will need to adjust a bid even though the calculations were done perfectly. It might be for a special circumstance for a customer, or it might be something that you need to account for on a job that wouldn’t be the norm. It could be offering the customer a discount. In any event, […]