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  1. BidClips
  2. Using BidClips

Using BidClips

Service Requests

  • Service request overview
  • Navigating/Filtering the Service Requests Page
  • Creating a service request
  • Editing a service request
  • Messaging a customer
  • Editing customer details

Bids

  • Creating a new bid
  • Sending bids
  • Duplicating a Bid
  • Creating Multiple Bids
  • Cancelling a Bid
  • Adding Parts to a Bid

Jobs

  • Jobs Overview
  • Managing Jobs
  • Scheduling Overview
  • Payments

Journey Templates

  • Hot Spot Questions
  • Form Questions
  • Customer Questions
  • Editing a Journey Template
  • Associating a Journey Template with a Service

Communication

  • Chat Overview
  • Notes & Internal Communication
  • Messaging customers
  • Messages vs. Live Chat

Phone Logs

  • Phone log overview
  • Creating a phone service request
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