BidClips Admin

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Activity overview

Latest activity by BidClips Admin
  • BidClips Admin created an article,

    Cancelling a Bid

    The BidClips platform is designed to assist you in efficiently creating complete and accurate bids to your customers.  However, should you realize that a bid has been sent to the customer incorrect...

  • BidClips Admin created an article,

    Managing Jobs

    Once a bid has been accepted by your customer, you can now manage the job in the BidClips platform.  If you need to make substantial changes to the job such as adding part or labor items, including...

  • BidClips Admin created an article,

    Scheduling Overview

    As a service provider, maintaining your service schedule is a very important component of running your business.  The BidClips platform gives you the tools to efficiently manage your service schedu...

  • BidClips Admin created an article,

    Jobs Overview

    Congratulations, the customer has accepted your bid!  Once the bid has been accepted, you will now have a job to manage in the BidClips platform.  Jobs can be created by a member of your sales team...

  • BidClips Admin created an article,

    Navigating/Filtering the Service Requests Page

    The BidClips Provider Portal provides filtering and navigation tools to help you efficiently locate existing service requests. Filtering Service Requests You can use filters for at the top of the ...

  • BidClips Admin created an article,

    Creating Bid Templates

    The BidClips Provider Portal gives you the ability to create bid templates to quickly and efficiently create bids for your service requests.  Bid templates are created for a particular shop and can...

  • BidClips Admin created an article,

    Creating Canned Messages

    The BidClips Provider Portal gives you the ability to create canned messages to quickly generate pre-defined messages to your customers.  The canned messages you create can be applied to only speci...

  • BidClips Admin created an article,

    Payment Processing Account Setup

    Once you have successfully configured your payment processing account for your shop(s), you will be able to accept payment for bids in BidClips.  Bids are converted into jobs in BidClips once your ...

  • BidClips Admin created an article,

    Accepting User Invitation

    BidClips Account Activation Email Once you have been added as a user to the BidClips platform, you will receive an account activation email. The email subject of this email is "BidClips account act...

  • BidClips Admin created an article,

    Introduction to the Platform

    The central hub of the BidClips platform is the Provider Portal. The Provider Portal allows you to design and manage your entire lead to order process using BidClips. It also serves as a management...