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 […]
Proposal Customization
Original Bid vs Last Recalculation
If you look in the top of the “Services Requested” area of the customer profile you will notice the top line says “Bid Date:” and then a date that is a link you can click to see their original proposal generated by Petfenceology. As we all know bids sometimes need to be changed, so if […]
How To Manually Adjust A Bid In PetFenceology
Sometimes you will need to adjust a bid even though the calculations were done perfectly. It might be for a special circumstance for a customer, or it might be something that you need to account for on a job that wouldn’t be the norm. It could be offering the customer a discount. In any event, […]
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 […]
Opting people in and out of communications
Sometimes you will need to turn off communications with a specific customer. This video will show you how to do that.
Using the Blacklist Feature
Learn how to blacklist your competitors or spammers in Petfenceology!
Adding a service to an existing bid
From within the customer profile you can either click on the “Add service button” and get the menu to allow you to select custom items like this: Or you can click on the “Edit in Call Screen” button and then choose the “custom items” check box under the “select services” accordion. From here you will […]
Making a phone call from the customer profile
To make a phone call using your computer or mobile device’s preferred calling method, simply click on the phone icon next to a phone number.