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

• Preselecting Add-Ons During Bid Creation
• Creating a new bid
• Sending bids
• Duplicating a Bid
• Creating Multiple Bids
• Cancelling a Bid

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Jobs

• Mainstreet Integration
• 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

Tasks

• Merged Tasks and Notifications