Knowledge Base
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Working In BidClips
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
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Knowledge Base
Working In BidClips
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
Working In BidClips
Learn about the major components of the workflow in BidClips from Service Request to Quote to Job.
Workflow Overview
How to create and apply tags
How to create and save list page filters
Service Requests
Service Request Overview
How to Create a Service Request
How to Assign a Service Request
How to Resend a Service Request
How to cancel a service request
How to navigate the Service Request list page
How to Edit a Service Request
How to Edit Customer Details
Messaging a customer
See more
Bids (Quotes)
Using Bid Links to View Customer Bids
Generate a PDF Version of a Bid
Working with the Bid List Page
How to create a new bid (quote) in BidClips
How to Add Parts to a Bid
How to Preselect Add-Ons
How to Send Bids
How to Create Multiple Bids
How to Duplicate a Bid
How to Cancel a Bid
Bid Sticky Total Feature
Require Customer to Accept Terms & Conditions
Bid Expiration Overview
See more
Jobs
Generate a PDF Version of a Job
Jobs Overview
How to Reserve a Job
How to Manage Jobs in BidClips
How to update a Job's status
How to cancel a job
See more
Contacts
Creating a BidClips Contact
Contacts Overview
Merging BidClips Contacts
Creating a Service Request for an Existing Contact
Multiple Contact Management
Editing a BidClips Contact
Viewing Contact Details
See more
Scheduling
Scheduling Overview
Payments
Processing Refunds in BidClips
Payments
