Ninja Tricks

Auto-Upsell Your Customers using the Upsell feature in ResponsiBid

Have you wished that every person who gets any sort of a bid from you would be automatically upsold a service that you could easily add to every proposal? Now you can with the upsell feature inside of ResponsiBid. The video above walks you through a few things: Turning a module on to automatically sell […]

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 […]

CrewCal Ninja Tricks

This video will help you a few things: The relationship of CrewCal to your actual calendar (just reads it… not actually being your calendar) The relationship of CrewCal to your ResponsiBid account (gives the date/time/duration/crew back to ResponsiBid) How to allow for recurring appointments (must be done inside your scheduling software) How to block off […]

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

PACKAGE SALES VIDEO (Settings > Services – Step 1 of any service module – all ResponsiBid accounts) Sell your packages, Compare and contrast your packages, Help underscore the value of each package or 2. If you don’t offer different packages, explain what happens during this service and, what the customer can expect when you are on […]