To create a webhook: Go to Settings > Installation > Webhook Leads Click green button “Create API Key” Name it, describe the use for it, and set an expiration if you don’t want it to work forever… otherwise leave the date as it is. Save changes Copy the API Token in the blue field and […]

Enjoy this webinar with Lee Baker of Your1DayFloor.com where he shows his amazing customizations as well as how he did them!

This is the new way to forward voice calls using the Twilio <-> ResponsiBid connection. Use this to setup a function for a TwiML response to forward the call. Code to copy: <Response><Dial>+1##########</Dial></Response>  

Be sure to not double up on follow-up from 2 systems that accomplish the same thing Use ResponsiBid follow-up to sell, and HCP follow-up to for operations The more consistent the better

In this article you will see how to include images within your proposals for all bids as well as specific to customers: See where images show up in the proposal See how to include images for all proposals (Settings > Company Profile > Proposal Tabs) See how to reorder your images in the proposal See […]

In this video you will be able to see: What you can do if you want a customer to be able to not confirm a bid without selecting any packages. How you can edit the labels for the scenario you like best. How to show or hide packages that are bid in the “bid in […]

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 […]

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’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 […]