Sometimes you will need to adjust a bid even though the calculations were done perfectly. It might be for a special circumstance for a customer, or it might be something that you need to account for on a job that wouldn’t be the norm. It could be offering the customer a discount. In any event, […]

Learn how to blacklist your competitors or spammers in ResponsiBid!

See a totally in-depth overview of what ResponsiBid does, how it does it, and how you can customize the technology for your company. This tour is performed by Curt Kempton, the founder of Symphosize, and the developer of ResponsiBid. Curt has owned service-based businesses and developed the software out of a need to build better-closing […]

From within the customer profile you can either click on the “Add service button” and get the menu to allow you to select custom items like this: Or you can click on the “Edit in Call Screen” button and then choose the “custom items” check box under the “select services” accordion. From here you will […]

To make a phone call using your computer or mobile device’s preferred calling method, simply click on the phone icon next to a phone number.

To send an email to a customer from the customer profile, simply click on the envelope icon next to the email address in the customer information area. Your computer or mobile device will use the email service set as your default sending mechanism. This will work on a mobile device or a desktop/laptop computer. Cool ninja trick!

This is determined every time a bid is run from your website or submitted through the call screen. If you have this feature turned on (Settings > Follow-up Builder – Bottom of the page) you and the customer will be prompted before submitting any bid through the website or call screen to answer if it’s […]

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 […]

Go to: Settings > Company Profile Open up the Notification Email Subjects accordion. This will allow you to customize how notification emails will come in after each bid is complete or goes pending. This way you can choose to have the person’s name and service area within the subject line of the email if you choose.

Learn how ResponsiBid handles the client proposal link and how you can go about manually sending that link to the customer however you like after you’ve made edits.