Navigating Rbid
The company login information can be found here.
What is "Scheduling Instructions or Inbound Tab"
We use this to generate a price for Window Cleaning.
What is "Square Footage?"
You select this after filling out the customer information on Responsibid to schedule an estimate.
What is "Visit For Bid?"
Companies may ask us to do this if they don't want us giving pricing or scheduling.
What is "Save Without Scheduling?"
You cannot select this service.
What is "Custom Items?"
After entering the information for the services, you select this to generate pricing.
What is "Get the Bid?"
Often a company will ask us to schedule an estimate if Responsibid cannot generate this.
What is "Pricing?"
You need to fill these out to the best of your abilities.
What is "Property Information & Service Related Questions?"
Where you fill out the customer's information.
What is the "Call Screen?"
A select few companies do this, which can help customers save money.
What is "Bundle?"
If you are scheduling an estimate in Rbid, you will need to fully fill out these.
What is the "First Two Sections"
You do not edit this information when saving the customer into Responsibid.
What is "Date and Time?"
You can see the last time a Bid was touched here?
What is "Last Recalculation?"
You can not schedule a time that has these colors.
What are "Red and Gray?"
When scheduling an estimate, the Bid Status should be set to this.
What is "Visit?"
After selecting "Visit for Bid" you will select this.
What is "Manually enter schedule data?"
This will be the first thing you see after logging into Rbid.
What is the "Dashboard?"
A company may ask you to do this for returning customers after a certain period of time.
What is "Regenerate Bids?"
This green button is what you'll select to be brought to CrewCal so you can schedule the estimate.
What is "Schedule Now"
You look at this to determine if you successfully Saved Without Scheduling, rather than scheduling an estimate.
What is the "Date and Time?"