If you look in the top of the “Services Requested” area of the customer profile you will notice the top line says “Bid Date:” and then a date that is a link you can click to see their original proposal generated by ResponsiBid. As we all know bids sometimes need to be changed, so if […]

You can quickly search for a person or bid in 3 ways: In the sidebar menu once logged into ResponsiBid you can click on the search bar. As you type in the first or last name of the person you are looking for ResponsiBid will search in real-time for the person and you can use […]

If you want to send the link to a proposal to a customer manually, here is how you would be able to get access to the link for them. Open up the customer profile of the proposal you want. Click on the date of the last recalculated bid (or if there is only a date […]

ResponsiBid is a really neat system because when you make one change it can keep a lot of stuff up to date because of it’s cloud-based nature. However, we believe there are some things the ResponsiBid should not automatically update for you. So here is a breakdown of what happens when you change your prices: Once you […]

The smart form is available to all users. Deluxe and Premium customers have more customization options, but this is the form that is the backbone of what ResponsiBid can do. The Smart Form is excellent because it allows the employee or customer (if you install it on your website) to convert specifications about a job […]

This is a feature for Premium accounts only. The lightbox is a nice way to install a button on every page that takes up very little space, but allows an actionable way for your customer to begin the quoting process. It’s nice because it doesn’t require you to reload pages or anything like that… it just […]

In a nutshell here are the main differences between the Call Screen, LightBox, and Smart Form Call Screen The Call Screen is an admin only tool. Your customers can’t access it and it allows for flexibility intended only for internal use. Some things you can do in the call screen that neither the LightBox nor the […]

If someone calls in and wants to get right to prices without giving you their personal information, ResponsiBid will allow you do do it at your discretion using the Call Screen. Note: For ResponsiBid to give a quote, there will still be required fields. Just much less, but remember that ResponsiBid will still need to know everything except […]

If someone calls in and you begin filling out ResponsiBid with their information only to find out that you are going to need to send someone there to finish the bid, just put in as much information as you can get and then click one of the green buttons that says “Visit for Bid” Don’t […]

The call screen is incredibly powerful because of how versatile it is. When you pick up the phone, you can begin using the call screen for any conversation whether it is a new customer, repeat customer, or someone who wants to remain anonymous. You can even get it loaded up for the visit for bid […]