When we moved your blind cleaning prices from the old system to the new one, we weren’t able to label each style the same exact way, so you may want to look at your call screen and see if you like it. The old way we presented it: This worked pretty well, but we wanted […]
Updating a bid
Removing Trip Charges, Area Minimums
Learn how to edit a bid by removing any of the minimums necessary. Sometimes a customer is going to be booking multiple services and therefore you would want to remove any unnecessary trip charges from multiple services. This video will show you how. If you don’t feel like watching the video, the short answer is to […]
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
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 […]
How to Manually adjust a bid in ResponsiBid
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, […]
Merging a contact in ResponsiBid
Sometimes you will need to merge to contacts together so that you can clean up your customer list. ResponsiBid allows you to do that by: Go to settings > contacts and search for the 2 contacts so that they appear in the same list. Check the box next to the 2 names of the contacts […]
Editing Customer Information
In the top, left box you will find the customer information such as name, address, and other general information. To edit the information, simply click any of the items with a blue dashed line under it and a pop-up will come up allowing you to edit that field. Special popups: Email address- when you get to […]
Adding a service to an existing bid
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 […]
Seeing where a bid originated
This area of the services requested (found at the bottom of this section in the customer profile) will tell you what page the bid came from. If the smart form or lightbox is installed on pages of your website or other places, you will be able to tell what page the person was on when […]
Original Bid vs Last Recalculation
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 […]
Using the search feature
You can quickly search for a person or bid in 3 ways: In the sidebar menu once logged into ResponsiBid you can click on the search bar. As you type in the first or last name of the person you are looking for ResponsiBid will search in real-time for the person and you can use […]