Accepting a Bid

There are two ways a bid can be accepted.  The first way is that the sales rep working on the bid can change the status to “Accepted” or equivalent if you’ve customized your status. The second way is for the homeowner to click on the “Accept Bid” button on the […]

Understanding and using Merge Fields

What is a merge field: Merge fields allow you to use system data in email templates.  To access a merge field, from within the email templates editor, click on the icon that looks like 3 bars:   How to use merge fields: If I wanted to use the person’s First name […]

Products

Products become the basis of your bid within BizRevr.  You can create products one at a time or import many at once from a spreadsheet.  Click here for import instructions. To create products one at a time, click your name in the upper right corner, then Settings.  Once in Settings […]

Template Library

The Template Library is a collection of Email Templates, Content Blocks and Bid Templates.  To access the Template Library click on your name in the upper right-hand corner and then “Settings.”  Once in settings click on the Template Library tab.  This will give you the option to access Email Templates, Content Blocks […]