Knowledge Base
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Account & General Setup
Getting Started
First steps
Shop Setup
Shop Configuration Settings
Shop Service Settings
Parts
Canned Messages
Bid Templates
Working In BidClips
Workflow Overview
Service Requests
Bids (Quotes)
Jobs
Contacts
Scheduling
Payments
Communication & Collaboration
Live Chat
Customer Messaging
Notes and Internal Communication
Widget
Tasks
Journey Templates
Communication Templates
Account & General Setup
Team Management
Widget Configuration
Discounts
Add Ons
Integrations
Back to home
Knowledge Base
Account & General Setup
Getting Started
First steps
Shop Setup
Shop Configuration Settings
Shop Service Settings
Parts
Canned Messages
Bid Templates
Working In BidClips
Workflow Overview
Service Requests
Bids (Quotes)
Jobs
Contacts
Scheduling
Payments
Communication & Collaboration
Live Chat
Customer Messaging
Notes and Internal Communication
Widget
Tasks
Journey Templates
Communication Templates
Account & General Setup
Team Management
Widget Configuration
Discounts
Add Ons
Integrations
Account & General Setup
Learn how to add your team members, set up discounts, and more.
Team Management
Reassigning Service Requests, Jobs, and Tasks
Inactivating a User
How to Accept User Invitations
How to Add New Users
Widget Configuration
How to track widget form submissions with Google Tag Manager
Integrating Google Tag Manager with the BidClips Widget
Discounts
How to Add Discounts
Add Ons
How to Configure Add-ons
Integrations
Configure Your Service Titan Integration
Service Titan Integration Overview
Syncing BidClips Jobs and Payments to Service Titan
Getting Started with a Service Titan Integration
Import Service Titan Calls & Bookings
Syncing BidClips Jobs and Payments to QuickBooks
Linking QuickBooks Contacts with BidClips Contacts
Configure your QuickBooks Integration
Getting Started with a QuickBooks Integration
QuickBooks Integration Overview
How to Setup Payment Processing
How Does BidClips Integrate with Mainstreet
Zapier Integration Overview
Zapier API
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