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How Jobber and ResponsiBid work together
Connecting Jobber to ResponsiBid allows you to use these two programs together and avoid duplicate entry. This will keep Jobber and ResponsiBid from duplicating information by handing off control from one program to the other. ResponsiBid will handle all of your quoting. Once you are ready to schedule the job in Jobber, line items on the bid in ResponsiBid will become line items on a Job in Jobber. Information recorded as line items on a Quote by ResponsiBid will become line items on a Job in Jobber.
An important thing to remember is that once a contact is synchronized between Jobber and ResponsiBid, that this information is synchronized for good. This means that any information changed about that client will be changed on both programs.
How to Turn on the Connection with ResponsiBid and Jobber
To set up ResponsiBid and Jobber, you will need to go into ResponsiBid and enter Settings > Connections, and open up the Jobber Connection. Click on Enable Connection and you’ll be taken to an authorization page in Jobber. If you hit Allow, it will finalize the connection between Jobber and ResponsiBid.
ResponsiBid has put together a comprehensive guide to the Jobber + ResponsiBid integration, click here for more information about the connection between Jobber and Responsibid.
CrewCal is a ResponsiBid product which is an intelligent scheduling assistant that allows you to schedule your Jobber team. Our friends at ResponsiBid have created a video that goes over the basics of how to setup your CrewCal integration with Jobber.
To learn more about CrewCal, get your CrewCal PHD! This webinar covers everything you need to know about CrewCal and will make you a pro in under an hour!
To disconnect the integration between Jobber and ResponsiBid:
- Navigate to Settings > Connections in ResponsiBid.
- Locate Jobber from the list of connections.
- Deselect Enable Connection.
- Click Save.
If you have any further questions, contact ResponsiBid by phone at 707-968-7764 or through their website.