Company Info

Your company info can be edit by clicking on your name in the upper right hand corner and then click the “Settings”.  Once on settings click on “Company Info”.   Company Info details are used in the Bid document, the PDF and Web Versions. Time zone: the time zone selected […]

Adding and removing users

Adding a User: Only Admin level users can add a new user.  Adding a new user is very simple.  Simply click on your name in the upper right and then click on “Settings.” Once in settings, click on “User Management” and then click on “Add New User.” This will bring […]

Managing user profiles

Each BizRevr user has a profile page through which they can specify certain details that will be used throughout BizRevr for certain purposes.  To access your user profile, click on your name in the upper right corner and then click on “My Profile”.   As an Admin user, you’ll be able to […]

Showing the Bid to the homeowner

Once you’ve created a bid and you’re ready to show your potential customer you have a few different options to do so.  You can download the PDF version or send them a link to the Web Bid version. PDF Version: To access the PDF version of the bid, simply click […]

Content Blocks: creation & use

What is a Content Block:  a Content Block is for use within a bid to add information to a bid other than products.  Content Blocks allow you to add any text, image or video to your bid.  This gives you great flexibility in what information you are able to add […]

Email Templates: creation & use

What it is: email templates allow you to create a predefined email for quick and easy use in sending to a homeowner.  We recommend that you create a template for each stage of your sales funnel.  For example, create a template for when a lead first comes in, when you’ve […]

Assigning a Sales Rep to a bid

Each bid is to be assigned to a BizRevr user with a User Role of Admin, Sales Manager or Sales Rep.  This way bids can be assigned to personnel without you company that aren’t an official “Sales Rep” if you have the need to do so.   BizRevr users with User Role […]