How to Add a Shop

Learn how to create a shop in the BidClips Portal

Once you have been added as a BidClips provider and have activated your account; you will need to add at least one shop in the Provider Portal.  When adding a shop, you will configure settings that are grouped in the following categories:

You will start the process of adding a new shop by clicking on the "Shop(s)" link in the Configure section of the Provider Portal navigation bar that is located on the left side of the screen.

This will bring you to the Shop Information page of the Provider Portal as shown below.

Here you will click on the '+ Add Shop Information' button to begin the process.  This will bring you to the Add/Edit Shop Information page.

 

Add/Edit Shop Information

Important!: Please note, you must click the 'SAVE' button at the very bottom of the Add/Edit Shop Information page before leaving the page.  Failure to click the 'SAVE' button before navigating away from the Add/Edit Shop Information page will result in lost work.

 

General Information

In the General Information section of the Add/Edit Shop Information page, you will customize the information that will be displayed publicly to your customers in the BidClips widget.  The general information that is entered here includes:  your shop name (required), the shop information, a shop image, person information, and the shop address. 

Shop Name and Shop Information

Example of shop name and shop information settings in the Add/Edit Shop Information page:

This example shows a simple textual based message, but you have the ability here, as is the case with all message editors in BidClips, to utilize formatting options and add hyperlink(s), image(s), and video(s).

Example of shop name and shop information message displayed in the BidClips widget.

Shop Image

To add a shop image click on the 'Choose File' button and select a logo from your local device.

Example of shop image settings in the Add/Edit Shop Information page:

Person Information and Address

The person information and address you enter here will be displayed in the shop information section of the BidClips widget.

Example of person information settings in the Add/Edit Shop Information page:

Example of shop address settings in the Add/Edit Shop Information page:

Example of person information and shop address settings as viewed in the BidClips widget:

 

Service Area

The Service Area section is where you will enter the zip codes that your shop services and set up mobile servicing zones.

Zip Codes Served

You can add each zip code that your organization will service.  You may add multiple zip codes if you list them separated by a comma (",").  

Once you have added the zip code(s) desired, you need to click the 'Add to List' button to apply the changes.

If you need to remove a zipcode from this list, you can click on the "x" next to the zip code in the list that you would like to eliminate.

Zones

The mobile service zone settings enable you to apply your desired mobile service surcharge rules.  BidClips gives you the ability to use a percentage of the bid (estimate), a flat rate, or the higher of per mile versus labor rates when establishing travel surcharge pricing.  You may also combine any of these three options when you establish your mobile service surcharging strategy.

To create a percentage of the bid rule:

  • Click the '+Add' button
  • Enter a zone name
  • Enter a maximum travel time (in minutes)
  • Enter a maximum travel distance and the desired measurement (miles or kilometers)
  • Click on the down arrow in the "Calculate Surcharge" field to use the drop-down menu
  • Select "% of Bill Value"
  • Enter a value in the "Surcharge Amount" field 

To create a higher of per mile rate versus labor rate rule:

  • Click the '+Add' button
  • Enter a zone name
  • Enter a maximum travel time (in minutes)
  • Enter a maximum travel distance and the desired measurement (miles or kilometers)
  • Click on the down arrow in the "Calculate Surcharge" field to use the drop-down menu
  • Select "Higher of Mile/Labor Total"
  • Enter a value in the "Surcharge Amount" field

To create a flat rate rule:

  • Click the '+Add' button
  • Enter a zone name
  • Enter a maximum travel time (in minutes)
  • Enter a maximum travel distance and the desired measurement (miles or kilometers)
  • Click on the down arrow in the "Calculate Surcharge" field to use the drop-down menu
  • Select "Fix $ Amount"
  • Enter a value in the "Surcharge Amount" field

The example below shows the creation of two zones-one using a percentage of bid rule and the other using the higher of mile/labor total rule.

 

Service Timing

The Service Timing section is where you will set up your shop's local time zone and establish service slots that will be used to schedule services performed at both your shop and mobile service locations.

Time Zone

Currently, you must set up your shop's time zone manually.  The instructions here will assume a North American user.  To enter your correct time zone:

  • Click in the "Select Time Zone" field and type "America/" + a large city within your local time zone.
  • You will start seeing options appear in a drop-down list as you continue to type.
  • Select the option that best fits your time zone.
  • Examples:
    • US & Canada Eastern Daylight Time Zone:
      • America/New York
      • America/Toronto
    • US & Canada Central Daylight Time Zone:
      • America/Chicago
      • America/Winnipeg
    • US & Canada Mountain Daylight Time Zone:
      • America./Denver
      • America/Edmonton
    • US & Canada Mountain Standard Time Zone:
      • America/Phoenix
      • America/Regina
    • US & Canada Pacific Daylight Time Zone:
      • America/Los Angeles
      • America/Vancouver
    • Etc.

Regular Schedule

The BidClips Provider Portal gives you the ability to create multiple shop/mobile service slots for a given day and apply the desired number of parallel work streams in those slots.  To create a service slot:

  • The example described here will show the steps necessary for setting a shop service slot on a Monday from 8 am to 12 pm that has three (3) parallel work streams.
  • Double-click on the day and time you want your service slot to begin. 
  • An Add Regular Slot panel will appear.  
  • Click in the end time field; shown here as 8:30 am.
  • When you click in the end time field, a time editor panel will appear.
  • Click and hold on the blue dot and rotate to the hour you want the slot to end. 
  • Unclick.  You have now set the ending hour and can set the minutes of the hour you want the slot to end.
  • Click and hold on the blue dot and rotate to the minutes of the hour you want the slot to end.  
  • Unclick.  You have now set the ending minutes of the hour you want the slot to end.
  • Click on AM or PM if that needs to be changed.  This example shows the change to PM.
  • Click 'OK'.
  • You are taken back to the Add Regular Slot panel with your previously chosen slot beginning and end time values populated as desired.
  • Click on the down arrow button in the "Slot For" field to get a choice of setting a Shop or Mobile slot.
  • Click in the "Parallel Workstream" field and enter the number of parallel work streams you wish to operate during this service slot.
  • Click 'SAVE'.
  • You can now see the Monday 8 am to 12 pm shop service slot has been created.
  • Repeat these steps for all of the shop/mobile service slots you wish to operate.

Please note that "Slot Premium" and "Premium Type" do not currently have any functionality within the BidClips platform.

 

Pricing

Labor Rate, Tax Rates, Gross Profit %, Part/Labor Cost Distribution

The Pricing section of the page is where you will set your pricing guidelines.  Here you can enter a shop-wide labor rate, tax rates for parts and labor, gross profit settings, and part/labor cost distribution rules.  Currently, you must enter your applicable tax rates here and can have differing part and labor tax rates. rate. 

It is important to note that BidClips uses a margin pricing model when calculating bid totals.  That is, you will enter your part/labor cost(s) when creating bids and BidClips will calculate item price(s) based upon the gross profit percentage established in the shop pricing settings. 

BidClips also gives you the ability, within the Pricing section settings, to configure a default part/labor cost distribution percentage for all bids created for your shop.  If you utilize the part/labor cost distribution option, BidClips will automatically calculate item prices so that part and labor prices comprise the desired distribution percentages. 

The example shown below used the following settings:

  • $85 Shop-wide Labor Rate
  • 5% Parts Tax Rate
  • 10% Labor Tax Rate
  • 40% Minimum Gross Profit
  • 65% Gross Profit
  • Set a default usage of a 70%/30% parts/labor distribution on all bids to "Yes"

Payment

The BidClips platform allows you to accept payment for jobs using an interface with Authorize.net.  In order to enable payments in BidClips, you must set up your Authorize.net merchant information here.  Providers that have an existing Authorize.net account will need to locate their existing merchant credentials.  Providers that do not have an existing Authorize.net account will need to get one created.

Please refer to this payment processing setup article in the Help Center for more details on finding your existing Authorize.net merchant credentials or setting up a new Authorize.net merchant account.

If you have read the payment processing article in the Help Center and still need assistance with your payment information, please submit a support request for the BidClips support team.

To enable payments for your shop in BidClips:

  • Check the "Enable Accept Payment" box.
  • Click the "Select Payment Processor" down arrow and pick "Authorize.net".
  • Select either the "Production" or "Stage" option.
  • Enter your Authorize.net Merchant Authorization information
    • Transaction Key
    • API Login ID

 

Shop Notes

You have the ability to create an internal shop notes message.  This message is displayed to Provider Portal users in the Service Request and Bid pages of the portal but not displayed to users.  An example of this setting in the Add/Edit Shop Information page and how it appears in the Service Request and Bid pages is shown below.

Example of Shop Notes set in the Add/Edit Shop Information page:

Example of Shop Notes settings as they appear on Service Request and Bid pages:

 

Terms

The Terms section is where you add a 'Terms and Conditions' disclaimer to be displayed to your customers within the BidClips widget.  An example of where this value is set in the Terms section of the Add/Edit Shop Information page and how that message appears in the BidClips widget is shown below:

Example of Terms text set in the Add/Edit Shop Information page:

Example of Terms & Conditions disclaimer as it would be displayed to the customer in the BidClips widget:

 

Default Shop Widget Page

The URL setting you apply here will be used for sending communication when a customer bid request did not originate through the BidClips widget.  This value will be the URL that the BidClips widget is integrated with and will likely be set to your organization's main web page.  An example of this setting is shown below.

If you are unclear as to what this setting should be, please submit a support request and a member of the BidClips support team will assist you.

 

Franchisor Information

If you are a franchisee and your franchisor has been set up in BidClips, you can add that information here.  To add a franchisor value in the Add/Edit Shop Information page, click in the "Select Franchisor" field and start typing the name of your franchisor.  Suggestions will appear, if applicable, as you continue typing.

The franchisor information entered here does not currently have any functionality in the BidClips platform, so if you are unclear if this value is needed leave it empty.

If you are unclear as to what this setting should be or if its needed, please submit a support request for the BidClips support team.

 

Save Your Settings

Important!: Please remember, you must click the 'SAVE' button at the very bottom of the Add/Edit Shop Information page before leaving the page.  Failure to click the 'SAVE' button before navigating away from the Add/Edit Shop Information page will result in lost work.