Company Setup

Using Videos in your Bids and Proposals

There are 4 types of videos you can integrate is video is one of the 4 kinds of video that you can place in your Petfenceology bidding process: The “Introductory Sales Video” (Settings > Form Builder – Premium accounts only) can only be inserted one time and it comes at the beginning of the bidding […]

Setting up your Modules in the Services Area

Video notes: See how to work with modules: Understand the differences between active and inactive modules – How to turn modules off and on. Understand the differences between a module and a bidding style – Some modules have multiple bidding styles. Learn how to change a module name. Setup a module bidding style: Step 1 […]

Automate Your Follow Up Process

The follow up builder is a super powerful tool that will allow you to automate your follow up system and create highly personalized workflows that make sure your prospects don’t fall through the cracks!

Tracking Goals in Google Analytics

Once you have followed the  Google analytics setup doc, you are ready to start tacking your conversion inside of Google analytics using the following method: Google analytics has a feature called “goals” (You can find it in the admin area: View column, then the 3rd item down called “Goals” See picture below) Once you click […]

Using Videos in your Bids and Proposals

There are 4 types of videos you can integrate is video is one of the 4 kinds of video that you can place in your Petfenceology bidding process: The “Introductory Sales Video” (Settings > Form Builder – Premium accounts only) can only be inserted one time and it comes at the beginning of the bidding […]

Welcome Video & Quick Setup Tips

Check out the video that gives you the fast-start method of getting your account up and running. The suggested order of things to accomplish: Administrator Setup your timezone company name & info Default start times and arrival windows for jobs Company Profile Create company users Upload company logo / headshot Setup proposal success options Set […]

Step 1 of setting up a service module

Start at Settings > Services to access your active & inactive modules. Find the  module you would like to edit. It may be active or inactive, but by clicking on the name of the module next to the green “+” button, you will enter the edit mode of the module. Step 1: Nickname and description: […]

Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor

In this video you will learn the hazards of changing the meaning of a leadsource, service area, or service factor. You can change what it says, but you definitely don’t want to change what it means! In this video you will learn the hazards of changing the meaning of a leadsource, service area, or service factor. […]

Daily Digest Overview

See our video on how the daily digest works and why you want to use it.