Ninja Tricks

CrewCal Setup for Read-Only situations

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 […]

Webinar with Lisa Macqueen 1/31/17

In this Webinar, Curt Kempton and Lisa Macqueen discuss the finer points of automation, how to grow your business, and other really specific ideas on how to get some of your biggest pain points ironed out to maximize your impact with your business.

How to add a suffix to a ResponsiBid price

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 […]

How to make house size, stories, or basement required or not

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 […]

How to allow commercial quotes from your website

In this video we show you the settings and things to pay attention to in your modules if you’d like to allow for commercial quotes to be allowed to be given via your website. ResponsiBid will allow you to set modules up so that you can limit quotes from being given to either residential customers […]

Video Sample Script: PACKAGE SALES VIDEO

Here is a sample script to help you get some ideas on writing your own script for your video to show as the customer is reviewing the packages for each specific service offering in your proposal: Sample Template: I see you got a quote for [SERVICE NAME]! That’s great. This is one of our signature […]

Video Sample Script: PROPOSAL HEADER VIDEO

Here is a sample script to help you get some ideas on writing your own script for your video to show at the beginning of every proposal: Sample Template: Congratulations on getting a quote for our services. My name is [FIRST NAME] and I am the [COMPANY POSITION] here at [COMPANY NAME]. You’ll notice as […]

Video Sample Script: BID HELP VIDEO

Here is a sample script to help you get some ideas on writing your own script for your video to show as the customer as they are trying to figure out how to enter the specs for a certain module: Sample Template: Hi! My name is [FIRST NAME] and I am the [COMPANY POSITION] here […]

Video Sample Script: INTRO VIDEO

Here is a sample script to help you get some ideas on writing your own script for your video to show as the customer puts themselves through the bidding process: Sample Template: Hi! My name is [FIRST NAME] and I am the [COMPANY POSITION] here at [COMPANY NAME] and I’m happy to explain our instant […]

Show and Hide Specs in a Customer Profile

Learn how the toggle in the customer profile will help you to condense the specs and hide all specs that are either zeroed out or, in other cases are set to no instead of yes. You can toggle this back and forth, and each time you toggle the switch, ResponsiBid will remember what you used […]