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 […]

Start at Settings > Services to access your active & inactive modules. Find the  module you would like to edit. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will enter the edit mode of the module. Step 1: Nickname and description: […]

4/28/16: In this webinar we cover some best practices: Setting up email users/senders How to receive SMS messages from ResponsiBid as a user The 3 things you can do with each follow-up step Manually opting people in/out of follow-up Reconfiguring a scheduled job (restarting follow-up or not) Stopping follow-up for a customer Manually editing follow-up […]

6/29/12: Learn how to give your employees direction and purpose. Help to make your company more unified and build company culture.

10/12/12: Phone tips and tricks to close more jobs!

3/30/16: Using statuses in ResponsiBid is a key part of leveraging the software. In this webinar we explore the default statuses, how they are used, and some other great ninja tricks on how to build some statuses that every company should be using.

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 […]

All modules will now let you: Charge by the hour instead of just by piecework. Move through the setup process in 4 steps Fine tune items to discount from the base price Create volume discounts Add as many adjustments as you want to bids Be a pro in 20 min Rename virtually ANYTHING you want! […]

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 […]

In this video you will learn a few things about testing your modules as you set them up. You will see how to fill out a test bid in the call screen. You will see the correlation between the steps that the customer would interact with as the specs are collected. You will see how […]