Ninja Tricks

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 […]

Using PetFenceology on your phone like an app

Are you wanting to get PetFence᛫olgy on your phone but not seeing the app in the iOS App Store or the Google Play store? This video shows you haw to get that functionality.

Automate Your Up-sells For Every New Proposal

Is this video learn how to: 1. Up-sell your favorite products and services every time you give a new bid. 2. Add videos that explain the products/services that you are upselling

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!

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. […]

Exporting Petfenceology contacts

Simply go to Settings > Contacts and scroll to the bottom. There is an accordion called “Export Contacts”. Simply open that accordion up and choose what information you’d like to export. It will automatically download a .csv file for you to do with as you wish.