Learn how to copy an existing bid to give your customers different options for the same service
BidClips allows you to create multiple bids for the same service request. This gives you the ability to present multiple options for your customers for a given project. You could create an entirely new bid to present the additional option to your customer. However, If the components of the bids are similar, it would likely be helpful to create a copy of one bid and use it to build an optional bid. This is called cloning a bid in the BidClips platform and this article helps you learn how to perform this useful functionality.
Step 1: Locate the bid you wish to clone and make a copy
Option 1: Access bids from service request details page:
Within the service request you wish to provide multiple bids; locate the bid you would like to copy. The bids you have already created for a service request are located on the right hand side of the service request details page under the Bids heading.
Click on the bid name hyperlink; in this example "Painting Job"
Scroll to the bottom of the existing bid. Under the Totals section you will see a "Reserve Job" button with a split button arrow. Click the split button and select "Clone" from the list of options.
Option 2: Access bids from the bid list page:
Click the Bids link on the left hand navigation menu.
This will bring you to the Bids List page
Locate the bid you wish to clone. Remember, you can use advanced filtering criteria in the boxes just below the column headings to help in your search. Once you have located the bid you wish to clone, either click on the grid row itself or the eye icon, under the Action column heading, at the far right of the grid row. This will take you to the details of the bid you wish to clone.
Scroll to the bottom of the existing bid. Under the Totals section you will see a "Reserve Job" button with a split button arrow. Click the split button and select "Clone" from the list of options.
Step 2: Modify the newly cloned bid
Once you have executed the "Clone" option, you will be on the bid details page of the newly cloned bid.
You can now add/remove/modify any of the bid components shown below:
- Bid summary. Note: Every bid in BidClips must have a unique bid summary and your new bid summary is a copy of the original summary with an appended "(Cloned)" text). You can modify this text to make it more meaningful to your customers.
- Combine Parts, Labor, and Travel Surcharge (when this checkbox is selected, a customer will see only a total price and tax not a breakout of parts and labor)
- Parts
- Labor Items
- Pricing Options (profit margin and parts/labor cost distribution options are derived from global shop settings or individual service offering overrides)
- Discounts
- Service locations (shop/mobile)
- Add-ons
- Bid Message to Customer
- Down Payment Options
Step 3: Options once the bid is modified
You are now in a position, pending a final review of the bid details, to send this bid to the customer. If you have reviewed the bid and are satisfied it is complete and accurate you now have three options at the bottom of the page:
- Save as Draft-Click on the 'SAVE AS DRAFT' button to save the bid without sending it to the customer.
- Send to Customer-Click on the 'SEND BID' button to send the bid to the customer.
- OR, if you want to book a job without sending the bid to the customer for review and acceptance, click the down arrow next to the 'Send Bid' option and select 'Reserve Slot'. This is generally done when you have a customer on the phone who wants to accept your bid.
