Client Office Number:
Call forward #: (BSM will add)
Type of business:
Will we schedule for you?
Will we quote for you?
Will we be just an answering service? Getting name/number/brief message?
Will we be your office? Scheduling/Confirming jobs/Quoting?
Are you requesting normal office hours service?
Mon - Friday 8 am – 8 pm Saturdays 9 am – 4 pm
Do you give a specific day or time when you give a quote?
How long does it take you to get back to customer with quote? Or if we need anything from you how long does it take you to respond?
Daily Average # of jobs or $$ Goal:
Minimum Hourly Rate:
Email for Bidslot to access:
**If we are scheduling. If you use Responsibid do we use RB to schedule for you or go directly into your software i.e. The Customer Factor/Jobber/Full Slate
**If we accept payment for you – where do we add the payment information?
On job hours
Company Mailing Address:
During 8 am to 8 pm and Saturdays 9 am to 4 pm? We return all calls outside those hours the next business day.
VA Role and Responsibilities
Daily Task List
What steps do we take to quote?
• Enter in RB
• Enter in TCF
• Quote the job
• Schedule the job
• (if you responsibid do you use crewcal?) what steps do we take to schedule the job? Do we tag or assign you? Do we use a certain calendar selection?
What steps do we take to schedule?
WHEN EMAILING BIDSLOT EMAIL: email@example.com this is also in the bottom of every message ticket you get from us via email.
Would you like to work more closely with Bidslot? Would you like the entire group working for you at Bidslot to be connected with you? If you would you can connect via ICQ – go to your App Store on your cell phone and download the app – then alert the office – you can connect with us via ICQ by searching for April Dodson and add a a contact. We will then add you as a contact and create a group for your company.
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