CRM - Getting Started
Logging into the Software and Getting Started
Once you have logged into the software, learn how to navigate throughout the most featured tabs to start managing your sales and customers.
Calendars
Scheduling a New Customer on the Calendar
Learn how to schedule a new estimate on the designated calendar.
Opportunities - Pipeline Triggers
Estimate Completed Trigger
Learn how to initiate our 'Follow Up' trigger after an estimate has been given to the customer. This trigger will send out an automated text message within 24 hours to the customer, asking them if they have reviewed the estimate and if they are ready to book the job.
Job Completed - Review Request Trigger
Learn how to initiate our 'Review Request' trigger after a job has been completed. This trigger will send out a review request via text message asking the customer if they were satisfied with the work performed and if they could write a quick review for you on Google.
Contact Features
Uploading a File (JPG, PNG, PDF)
Learn how to upload a file directly to a contact. Example: you're on a job site and have taken a picture of the tree you'll be removing. You upload the file directly to the contact to save for future purposes.
How to Use a Bidding Sheet
Adopting a Bidding Sheet to Help You Win More Jobs
Learn "How to Bid" using this Bidding Sheet. Learn the benefits to handing a bidding sheet to a customer in person and how to breakdown the job cost. To download this Bidding Sheet PDF, click below the video!
To download the BidSheet PDF - click below!
| bidsheet.pdf |