Documentation - MyBid.Pro

Application Overview

MyBid.Pro is a comprehensive AI-powered platform designed for tradesmen and contractors to streamline customer interactions, automate quote generation, manage appointment scheduling, and handle complete business operations efficiently.

Core Features

AI-powered chatbot widget for customer engagement
Advanced calendar and appointment scheduling system
Multi-user company management with role-based access
Comprehensive support ticket system
Lead-based pricing with automatic volume discounts
Company dashboard with business analytics

Supported Industries

Plumbing Services
Electrical Services
HVAC Services
Landscaping
Painting & Roofing
General Contracting
+ Many more trades and services

Platform Overview

Web-Based Platform

Modern, responsive interface accessible from any device

Cloud Infrastructure

Secure, scalable cloud hosting with automatic backups

Third-Party Integrations

Stripe payments, AI services, email and SMS notifications

Account Setup Guide

Problem: Can't Complete Account Setup

Symptoms

• "Required field" errors that won't clear
• Form submission fails or hangs
• Account shows as "incomplete" after setup
• Can't access dashboard features

Solution

1. Check Required Fields:

• Company name (minimum 2 characters)
• Valid business email address
• Phone number in correct format (xxx) xxx-xxxx
• Select at least one trade/service type
• Business address with valid zip code

2. Browser Issues:

• Clear browser cache and cookies
• Disable ad blockers temporarily
• Try different browser (Chrome, Firefox, Safari)
• Check internet connection stability

Problem: Payment Method Won't Save

Common Causes

• Card declined by bank
• Incorrect billing address
• Expired or invalid card details
• International card restrictions
• Insufficient funds

Fix Steps

1. Verify card details are correct
2. Use billing address on file with bank
3. Contact bank to authorize charge
4. Try different card if available
5. Use US-based card if possible

Problem: Can't Upload Company Logo

File Requirements

• File formats: JPG, PNG, GIF only
• Maximum size: 2MB
• Recommended dimensions: 200x200 pixels
• Square aspect ratio works best

Troubleshooting

• Compress large files using online tools
• Convert to PNG if upload fails
• Clear browser cache and retry
• Try uploading from different device

Still Need Help?

If you're still experiencing setup issues after trying these solutions:

• Email support@mybid.pro with your account email and error details
• Include screenshots of error messages
• Mention browser type and version you're using
• Response time: Usually within 2-4 hours during business hours

Pricing & Plans

Complete MyBid.Pro - One Simple Plan

We've simplified our pricing to one comprehensive plan that grows with your business. Pay a base monthly fee plus only for qualified leads you receive.

Pricing Structure

Base Monthly Fee $39

Volume Discounts (Per Lead)

First 50 leads $3.00 each
Next 100 leads $2.50 each
Next 350 leads $2.00 each
501+ leads $1.50 each

Everything Included

AI-powered chatbot widget
Smart scheduling system
Unlimited team members
Email & SMS notifications
Performance analytics
24/7 support
7-day free trial

What Counts as a Qualified Lead?

• Customer has 3+ message conversation with your chatbot
• Provides contact information (name, phone, or email)
• Shows genuine interest in your services
• Not duplicate inquiries or spam

No contracts • Cancel anytime • Volume discounts applied automatically

First Week Success Plan

Problem: Not Getting Any Leads After Setup

Common Causes

• Chatbot not installed on website
• Widget hidden or not visible to visitors
• Services not configured properly
• Business hours set incorrectly
• Service areas too restrictive

Diagnostic Steps

1. Check Widget Installation:
- • Go to Chatbot Settings → Widget Code
- • Copy code snippet to your website
- • Place code before closing </body> tag
- • Test on mobile and desktop
2. Verify Service Configuration:
- • Must have at least 1 service added
- • Services must have prices set
- • Service descriptions should be detailed
3. Check Business Hours:
- • Go to Company Information → Business Hours
- • Ensure current time falls within business hours
- • Set "Available for emergencies" if needed

Problem: Getting Low-Quality or Spam Leads

Warning Signs

• Leads with fake contact information
• Requests for services you don't offer
• Unrealistic project requirements
• No response when you contact leads
• Same person submitting multiple requests

Quality Improvements

• Add qualifying questions in chatbot setup
• Set minimum project values
• Require phone number verification
• Use specific service descriptions
• Enable location-based filtering

Problem: Team Members Can't Access Account

Check These First

• Team member received and clicked email invitation
• Using correct email address to log in
• Not trying to create new account instead of logging in
• Account owner has active subscription

Step-by-Step Fix

1. Resend Invitation: Go to Team Management → Resend Invite
2. Check Spam Folder: Team member should check email spam/junk folder
3. Verify Email: Ensure invitation sent to correct email address
4. Try Different Browser: Use Chrome, Firefox, or Safari
5. Clear Cache: Clear browser data and try again
6. Password Reset: Use "Forgot Password" if they set up account

Problem: Chatbot Giving Wrong Prices to Customers

How MyBid.Pro Pricing Works

MyBid.Pro uses flat-rate pricing where each service has one fixed price shown to customers.

• Each service = one price (no hourly rates)
• Price includes labor, materials markup, profit
• Customers see price upfront before booking

Fix Pricing Issues

1. Go to Dashboard → Services
2. Click "Edit" on service with wrong price
3. Update price to reflect your true cost + profit
4. Save changes - updates immediately
5. Test chatbot to confirm new price displays

Prevention Tips

Before Going Live

• Test chatbot with multiple scenarios
• Have team members test from different devices
• Verify all service prices are accurate
• Check business hours match your schedule

After Going Live

• Monitor first 10 leads closely
• Ask customers about their experience
• Check CRM daily for new leads
• Update services based on feedback

Quick Start Guide

For New Users

1

Create Account

Visit the signup page and create your company account with your trade specialization

2

Start Free Trial

Begin your 7-day free trial with our Complete MyBid.Pro plan - all features included

3

Configure Chatbot

Set up your AI chatbot with services, pricing, and business information. Most settings have intelligent defaults pre-configured

4

Deploy Widget

Copy the widget code and embed it on your website to start engaging customers

For Existing Companies

1

Invite Team Members

Use the User Management tab to invite employees with role-based permissions

2

Configure Calendar & Scheduling

Set up team schedules, operating hours, and appointment management

3

Manage Jobs & Conversations

Track customer interactions, leads, and job history

4

Handle Support

Create and track support tickets for technical assistance

5

Monitor Usage

Track user limits and upgrade plans as your business grows

Dashboard Overview

Problem: Can't Find Specific Dashboard Features

Dashboard Section Guide

Personal Profile Tab:

• Update your personal info
• Change password
• Set notification preferences

Company Information Tab:

• Business details and hours
• Service areas and trades
• Contact information

Chatbot Settings Tab:

• Configure AI personality
• Get widget embed code
• Manage services and pricing

CRM Tab:

• View active leads with lead scoring (HOT/WARM/COLD)
• Manage abandoned chats and follow-ups
• Track customer records with full profiles
• Mobile-friendly pagination (10 items per page)
• Real-time statistics dashboard

Problem: Dashboard Loads Slowly or Hangs

Common Causes

• Large amount of lead data loading
• Browser cache/cookie issues
• Poor internet connection
• Multiple tabs open consuming memory
• Outdated browser version

Quick Fixes

1. Clear browser cache and cookies
2. Close other tabs and applications
3. Check internet speed (min 10 Mbps)
4. Update browser to latest version
5. Try incognito/private browsing mode
6. Restart browser completely

Problem: Dashboard Sections Empty or Missing Data

Data Requirements

For CRM to show leads:

• Chatbot must be installed on website
• At least one customer interaction completed
• Services must be configured with prices

For Calendar to show appointments:

• Business hours must be set
• Services must allow scheduling
• Customers must book through chatbot

Troubleshooting Steps

1. Refresh page (F5 or Ctrl+R)
2. Check if setup is complete (Company Info, Services, Hours)
3. Test chatbot on your website to generate sample data
4. Wait 5-10 minutes for data to sync after changes
5. Try different browser if data still missing

Problem: Team Management Features Not Available

Subscription Requirements

Team features are only available on certain subscription plans.

• Check your current plan in Billing section
• Team features require Pro plan or higher
• Upgrade if needed to access team management

Available Team Features

• Employee scheduling and availability
• Individual user accounts for team members
• Lead assignment and management
• Team performance analytics

Dashboard Navigation Tips

Quick Access

• Use browser bookmarks for frequently-used sections
• Most-used features: CRM, Chatbot Settings, Calendar
• Mobile app available for iOS and Android

Daily Workflow

• Start with CRM to check new leads
• Review Calendar for upcoming appointments
• Check Billing monthly for usage reports

System Default Configuration

MyBid.Pro comes pre-configured with intelligent defaults based on industry best practices. These settings help you get started immediately while allowing full customization as needed.

Calendar & Scheduling Defaults

Operating Hours Mon-Fri 9AM-5PM (enabled)

Weekend Hours Sat-Sun (disabled)

Max Daily Appointments 5 per person

Buffer Between Appointments 30 minutes

Timezone Auto-detected from browser

Personal Schedules Default to company hours

Advanced Chatbot Features

Appointment Booking ✓ Enabled

Photo Uploads ✓ Enabled

Location Detection ✓ Enabled

Follow-up Messages ✓ Enabled

Service Duration Tracking 60 min default

Automatic Scheduling Preferences

Automatic Scheduling ✓ Enabled

Prefer Existing Customers ✓ Enabled

Geographic Clustering ✓ Enabled

Service Configuration

Flat-Rate Duration Range 15-480 minutes

Default Service Duration 60 minutes

Duration Increment 15 minute steps

Why These Defaults?

Industry Research

All default values are based on extensive research of tradesman business operations, ensuring optimal settings for most use cases.

Immediate Productivity

Pre-configured settings allow businesses to start using the platform immediately without extensive setup time.

Best Practices

Defaults follow industry best practices for customer engagement, scheduling efficiency, and operational management.

Full Customization

While defaults work for most businesses, every setting can be customized to match your specific needs and preferences.

Authentication & Registration

New User Registration

Required Information

• First and Last Name
• Email Address (will be username)
• Phone Number (automatically formatted)
• Company Name
• Trade Specialization
• Secure Password

Registration Process

Fill out registration form
System creates company and user account
User becomes company owner automatically
Redirected to subscription selection
After payment, access to full dashboard

Login & Security

Authentication Method

• JWT (JSON Web Token) based authentication
• Tokens stored securely in browser localStorage
• Automatic token validation on each request
• Secure password hashing with bcrypt

Password Reset

If you forget your password:

Click "Forgot Password" on login page
Enter your email address
Check email for reset link
Follow link to set new password

Team Member Invitations

How to Invite Users

Go to User Management tab in dashboard
Click "Invite New User" button
Enter their email address
Select their role (Admin or User)
System sends invitation email automatically

Invitation Process

• Invitations expire after 7 days
• Unique invitation codes for security
• Invited users join existing company
• Role permissions applied automatically
• Email notifications sent to all parties

User Roles & Permissions

Role-Based Access Control System

MyBid.Pro uses a hierarchical role-based access control system to ensure team members have appropriate access to features based on their responsibilities. Company Admins can assign roles through the User Management interface, allowing for flexible team structures while maintaining security.

Three Primary Roles: Each role is designed for specific responsibilities within your organization, from full administrative control to operational management to basic team member access.

Company Admin

Full Access

Complete control over all company settings, billing, and user management.

Full system access
Billing & subscription management
User role assignments
Company settings control
Analytics & reporting
All operational features

Office Manager

Operational Access

Manage day-to-day operations, customer communications, and team coordination.

Customer CRM access
SMS chat management
Chatbot configuration
Calendar & scheduling
Company information
No billing access

Team Member

Basic Access

Access to personal calendar, job management, and basic profile settings.

Personal calendar
Job assignments
Profile management
Time-off requests
No CRM access
No admin features

Detailed Feature Access Matrix

Feature	Admin	Office Manager	Team Member
Billing & Subscriptions
Company Information
Customer CRM
SMS Chat
Chatbot Settings
Calendar & Scheduling
Analytics & Reports
User Management		View Only

How Role Management Works

Assigning Roles

1. Navigate to the User Management tab
2. Locate the user you want to modify
3. Use the role dropdown to select their new role
4. Confirm the change when prompted
5. The user's access updates immediately

Best Practices

Follow the principle of least privilege
Assign Office Manager role for operational staff
Limit Company Admin access to owners
Use Team Member for field workers
Review roles periodically

Important Role Considerations

• Role Changes: Take effect immediately upon assignment
• Billing Access: Only Company Admins can manage subscriptions and payment methods
• User Deletion: Only Company Admins can remove users from the organization
• Office Manager Limitations: Cannot change user roles or access billing information
• Team Member Focus: Designed for field workers who need calendar and job access only

User Dashboard

The dashboard is the central hub for managing your MyBid.Pro account, organized into intuitive tabs for different aspects of your business operations.

Account Tab

Personal Profile

Update name, email, phone, and profile picture

Security Settings

Change password and manage account security

Subscription & Billing Tab

Current Plan

View current subscription tier and user limits

Billing History

Access invoices and payment history

Manage Subscription

Upgrade, downgrade, or cancel subscription

Calendar & Scheduling Tab

My Appointments

View, manage, and track all your scheduled appointments

My Schedule

Set personal availability and request holiday overrides

Team Schedules (Admin)

Manage team member schedules and company calendar settings

Job Management Tab

Conversation History

View all customer chat interactions and details

Lead Management

Track potential customers and follow-up status

Job Notes

Add internal notes and mark jobs as completed

User Management Tab

Team Overview

View all company users and their roles

Invite Management

Send invitations and manage pending invites

User Limits

Monitor usage against subscription limits

Support Tab

The Support tab provides access to technical assistance and help resources:

Create and track support tickets
Real-time communication with support team
Attach files and screenshots to tickets

Notifications for support responses
Complete ticket history and status tracking
Priority levels for urgent issues

AI Chatbot System

The AI chatbot is powered by OpenAI's GPT technology and is specifically trained for trades and contracting businesses. It handles customer inquiries, collects project information, and can provide quotes based on your configured services.

Chatbot Configuration

AI Persona Settings

Customize how your chatbot communicates with customers, including tone, style, and personality traits.

Service Areas

Define geographical areas where you provide services to help qualify leads.

Specializations

List your specific expertise areas to help the chatbot provide relevant information.

Operating Hours

Set business hours, holidays, and blackout dates for accurate availability information.

Advanced Chatbot Features

The following features are enabled by default for enhanced customer engagement:

• Appointment Booking: Enable customers to schedule appointments directly through chat
• Photo Uploads: Allow customers to upload photos to describe their service needs
• Location Requests: Request customer location for accurate service area verification
• Follow-up Messages: Automatically send follow-up messages after providing quotes

Custom Qualification Questions

Enhanced AI-powered question generation system with OpenAI integration:

• Smart Samples: AI generates qualification questions based on your trade specialty
• Template Library: Pre-built question sets for different service types
• Persistent Settings: Questions and settings save properly across browser sessions
• Real-time Preview: See exactly how questions will appear to customers

Recent Fix: Resolved database persistence issue - all custom qualification questions and advanced features now save correctly.

Service & Pricing Setup

Service Categories

Define the types of services you offer (e.g., repairs, installations, maintenance).

Flat Rate Services with Duration Tracking

Set fixed prices for common services that the chatbot can quote immediately. Each service includes:

• Service Name: Description of the service
• Fixed Price: The quoted price for the service
• Average Duration: Expected time (15-480 minutes) used for scheduling parameters

Custom Pricing Logic

Configure how the AI calculates estimates for variable-priced services.

Service Radius

Set the maximum distance you travel for jobs to automatically qualify leads.

Widget Deployment

Getting Your Widget Code

Complete chatbot configuration
Go to Chatbot Settings tab
Scroll to "Widget Integration" section
Click "Copy Widget Code"
Paste code into your website's HTML

Widget Features

• Responsive design for all devices
• Customizable colors and branding
• Secure data transmission
• Conversation history tracking
• Lead qualification automation
• Real-time availability checking

Example Widget Code

<script src="https://mybid.pro/widget.js" data-company-id="123"></script>

Chatbot Configuration

Transform Your Chatbot Into a Lead Generation Machine

A well-configured chatbot can qualify leads, provide accurate quotes, and book appointments automatically. Here's how to optimize yours for maximum effectiveness.

Writing Effective Service Descriptions

✅ Do This

Example: Plumbing Service

"Emergency plumbing repairs including leaky pipes, clogged drains, toilet repairs, and faucet replacements. Available 24/7 for urgent issues. Free estimates, licensed and insured."

• Be specific about what you fix
• Mention availability and response time
• Include credentials (licensed, insured)
• Highlight unique benefits

❌ Avoid This

Poor Example

"We do plumbing stuff. Call us for repairs."

• Don't be vague or generic
• Avoid technical jargon
• Don't forget contact methods
• Don't skip pricing info

Setting Up Flat-Rate Services

How it works: MyBid.Pro uses flat-rate pricing where each service has a single fixed price that customers see upfront.

Adding a New Service

1 Go to Dashboard → Services → Add New Service

2 Enter service name and description

3 Set your flat-rate price

4 Save and test in chatbot

Example: Plumbing Service

Service: "Toilet Repair"

Description: "Fix running toilets, replace flappers, adjust chains"

Flat Rate: $150

Chatbot Personality Settings

Tone & Approach

Professional & Helpful

Best for most trades - knowledgeable but approachable

Friendly & Casual

Good for residential services - warm and personable

Expert & Technical

For specialized services - detailed and technical

Sample Greeting Messages

Professional Example:

"Hi! I'm here to help with your [Service Type] needs. I can provide instant quotes and schedule appointments. What can I help you with today?"

Friendly Example:

"Hey there! Welcome to [Company Name]! I'm your virtual assistant and I'm excited to help you get your [Service] project sorted out. What's going on?"

Widget Integration Guide

Get Your Chatbot Live on Your Website in 5 Minutes

Adding the MyBid.Pro chatbot to your website is simple and requires no coding experience. Follow these steps for any website platform.

Step-by-Step Integration Process

1

Get Your Widget Code

Go to your MyBid.Pro dashboard → Widget Settings → Copy Widget Code

2

Add to Your Website

Paste the code just before the closing </body> tag of your website

Location matters: Place it at the bottom of each page for best performance

3

Test & Verify

Visit your website and look for the chat widget in the bottom-right corner

Try sending a test message to ensure everything works properly

Platform-Specific Instructions

WordPress

• Go to Appearance → Theme Editor
• Edit footer.php file
• Paste code before </body>
• Save and update

Alternative: Use a "Header/Footer Scripts" plugin

Shopify

• Go to Online Store → Themes
• Click Actions → Edit Code
• Edit theme.liquid file
• Add code before </body>

Wix

• Go to Settings → Custom Code
• Click "Add Custom Code"
• Paste code, set to "Body - end"
• Apply to all pages

Squarespace

• Go to Settings → Advanced
• Click "Code Injection"
• Paste in "Footer" section
• Save changes

Custom HTML

• Open your HTML file
• Find the </body> tag
• Paste code just above it
• Save and upload

Other Platforms

Need help with a different platform?

Contact Support

Widget Appearance Customization

Visual Customization

Widget Position

Primary Color

#FF8200

Widget Size

Behavior Settings

Auto-open on page load

Show on mobile devices

Display greeting bubble

Calendar & Appointment Scheduling System

MyBid.Pro's advanced calendar and appointment scheduling system is specifically designed for tradesmen businesses. It enforces a strict company-over-employee hierarchy where company calendar settings always take precedence over individual employee preferences, ensuring consistent business operations.

System Architecture & Hierarchy

Company > Employee Priority

• Company operating hours override employee preferences
• Company blackout dates apply to all employees
• Company appointment limits take precedence
• Travel restrictions enforced at company level
• Booking windows managed by company settings

Smart Scheduling Features

• Multi-factor optimization algorithm
• Geographic travel time calculations
• Workload balancing across team members
• Service specialization matching
• Efficiency rating considerations

Company Calendar Default Configuration

MyBid.Pro provides intelligent defaults based on trade industry averages to get your scheduling system up and running immediately. All settings can be customized to match your business needs.

Basic Settings

Max Daily Appointments: 5 per person

Buffer Between Appointments: 30 minutes

Min Booking Lead Time: 24 hours

Default Working Hours: Mon-Fri 9AM-5PM

Timezone: Auto-detected

Travel & Distance

Max Travel Distance: 25 miles

Travel Time per Mile: 2 minutes

Holiday Closures

Pre-selected by default:

✓ New Year's Day
✓ Memorial Day
✓ July 4th
✓ Labor Day
✓ Thanksgiving
✓ Christmas

Automatic Scheduling Preferences

Enable automatic scheduling

Prefer existing customers

Enable geographic clustering

Configuration Notes

• Timezone Detection: Automatically detected from user's browser during setup
• Industry Averages: All defaults are based on extensive research of trade industry best practices
• Optimization Ready: Automatic scheduling preferences are enabled by default for maximum efficiency
• Customizable: All settings can be modified in the Company Calendar Settings panel
• Holiday Flexibility: Pre-selected major holidays can be customized based on your business needs

My Appointments Panel

Statistics Dashboard

• Real-time appointment counts by status
• Upcoming appointments overview
• Completed jobs tracking
• Pending and confirmed appointment metrics

Advanced Filtering

• Filter by date range with calendar picker
• Status-based filtering (Pending, Confirmed, etc.)
• Search appointments by customer or service
• Export filtered results for reporting

Appointment Management

• Complete appointment lifecycle management
• Status updates: Confirm, Start, Complete, Reschedule
• Detailed appointment information modals
• Customer contact information and notes

My Schedule Management

Personal Availability

• Set personal working hours within company limits
• Define lunch breaks and personal time slots
• Mark personal blackout dates
• Configure individual appointment preferences

Holiday Override Requests

• Checkbox selection for upcoming holidays
• Required reason prompts for each request
• Automatic submission to admin approval queue
• Integration with company holiday configuration

Time Off Management

• Add time off requests with date range support
• Cancel existing requests before approval
• Track approval status with admin review
• Modal-based request submission system

Team Schedules Management (Admin Only)

Company Operating Hours Overview

Master Schedule Display

Visual representation of company-wide operating hours and blackout dates

Holiday Configuration

Manage company holidays and system-wide closures

Booking Window Settings

Control lead time requirements and maximum booking horizon

Team Member Management

Team Schedule Grid

Interactive grid showing all employee availability and schedules

Individual Employee Editing

Edit employee schedules with automatic hierarchy enforcement

Employee Calendar View

View employee calendars with upcoming events and time off

Hierarchy Enforcement Features

• Company settings automatically override employee preferences
• Employee status indicators and management modals
• Automatic validation of schedule constraints

• Real-time conflict detection and prevention
• Bulk schedule updates with hierarchy preservation
• Emergency schedule override capabilities

Company Calendar Information Panel (Regular Users)

Auto-populated Company Settings

Operating Hours Display

View company's standard operating hours for each day of the week

Holiday Schedule

See upcoming company holidays and recently passed closures

Policy Information

Active Blackout Dates

Current and upcoming blackout periods affecting scheduling

Scheduling Policies

Company booking windows, lead times, and appointment limits

How to Use the Calendar System

For Regular Employees

Access the Calendar & Scheduling tab in your dashboard
Use My Appointments to view and manage your scheduled jobs
Set personal availability in My Schedule within company limits
Request holiday overrides by selecting holidays and providing reasons
Submit time off requests through the modal-based system
View company policies and schedules in Company Info

For Company Admins

Access Team Schedules tab (admin-only feature)
Configure company-wide operating hours and policies
Manage team member schedules through the interactive grid
Review and approve employee time off requests
Set company holidays and blackout dates
Monitor team availability and appointment distribution

Pro Tips for Maximum Efficiency

• Use the statistics dashboard to track appointment performance
• Filter appointments by date range for better organization
• Submit time off requests well in advance for approval

• Regularly check company info for policy updates
• Use appointment status updates to keep customers informed
• Review team schedules to optimize job assignments

Smart Scheduling Algorithm

MyBid.Pro's Smart Scheduling uses advanced algorithms to optimize appointment scheduling based on multiple factors including travel time, employee workload, specialization matching, and efficiency ratings.

How Smart Scheduling Works

Multi-Factor Optimization

Geographic proximity analysis
Travel time calculations using real-time data
Employee workload balancing
Service specialization matching
Historical efficiency ratings

Intelligent Assignments

Minimize travel between appointments
Balance workload across team members
Match customer needs to employee expertise
Optimize time slot utilization
Learn from historical performance data

Optimization Factors

Travel Time Optimization

Geographic Analysis

• Real-time traffic data integration
• Distance calculations between locations
• Route optimization algorithms
• Time-of-day traffic patterns

Efficiency Metrics

• Minimize total travel time per day
• Cluster appointments by geographic region
• Consider return travel to office/home
• Account for appointment duration

Workload Balancing

Fair Distribution

• Equal appointment distribution
• Consideration of appointment complexity
• Respect for maximum daily limits
• Account for part-time vs full-time status

Performance Tracking

• Monitor completion rates
• Track customer satisfaction scores
• Measure efficiency ratings
• Adjust future assignments based on performance

Specialization Matching

Skill-Based Assignment

• Match service type to employee expertise
• Consider certification requirements
• Account for experience levels
• Prioritize specialized skills

Quality Assurance

• Ensure qualified technicians for complex jobs
• Match customer preferences to employee strengths
• Consider historical success rates
• Factor in customer feedback scores

Smart Scheduling Configuration

Algorithm Weights

Travel Time Priority: 40%

Workload Balance: 30%

Specialization Match: 20%

Efficiency Rating: 10%

Configurable Parameters

• Maximum travel time between appointments
• Minimum buffer time between jobs
• Geographic clustering radius
• Workload balancing sensitivity
• Specialization priority levels

Time Savings

Reduce travel time by up to 35% through optimized routing

Team Efficiency

Balance workloads and maximize team productivity

Service Quality

Match customers with best-suited technicians

Job Management

The Job Management system provides comprehensive tools for tracking customer interactions, managing leads, and monitoring job progress from initial contact through completion.

Conversation History

Complete chat interaction logs
Customer contact details
Service request summaries
Timestamp tracking

Lead Management

Lead status tracking
Follow-up reminders
Quote status monitoring
Customer priority scoring

CRM Tab Navigation & Management

The CRM section provides a comprehensive tabbed interface for managing different types of customer interactions. Each tab is optimized for specific workflows and data management needs.

Tab Order & Organization

All Customers

Complete customer database

Active Leads

Conversation-based prospects

Abandoned Chats

Incomplete conversations

Analytics

Performance metrics

Mobile-Friendly Features

Horizontal scrolling navigation
Touch-optimized button sizes
Responsive tab layouts
10-item pagination for performance

All CRM tabs automatically limit display to 10 items per page to ensure fast loading and easy navigation on mobile devices.

Leads vs Customers: Data Sources & Management

Understanding the difference between leads and customers is crucial for effective CRM management. Each type uses different data sources and workflows.

Active Leads

Data Source: Conversations table

State: current_state = 'lead'

Primary ID: Conversation ID

Action Button: "View Details"

Function: viewLeadDetails(lead.id)

Leads are conversation-based and may not have complete customer records yet.

Customer Records

Data Source: Customers table

Status: customer_status field

Primary ID: Customer ID

Action Button: "View/Edit"

Function: viewEditCustomer(customer.id)

Customers have complete profiles with full contact and service history.

Data Validation & Error Handling

Null ID Protection

System validates all customer/lead IDs before opening modals

Conditional Rendering

Buttons only appear when valid data is available

User-Friendly Errors

Clear error messages instead of system crashes

Updated CRM Statistics Dashboard

The CRM statistics have been enhanced to provide accurate, real-time data from the appropriate sources.

📊

Active Customers

From customers table

🌟

Active Leads

From /api/leads/stats

⚠️

Abandoned Chats

From /api/admin/abandoned-chats

💰

Total Revenue

Calculated from customers

Key Changes

Active Leads: Now counts from conversations table (current_state = 'lead')
Abandoned Chats: Replaces "Follow-ups Needed" with actual abandoned chat count
Real-time Updates: Statistics refresh automatically when data changes

Job Notes & Completion

Add internal notes, track job progress, and mark jobs as completed with detailed status updates and final documentation.

Lead Scoring & Classification System

MyBid.Pro's intelligent lead scoring system automatically evaluates and prioritizes leads based on data completeness, engagement level, and service interest. This helps you focus on the highest-quality prospects and maximize conversion rates.

HOT Leads

70+ Points

Complete contact info, high engagement, immediate follow-up priority

WARM Leads

40-69 Points

Moderate engagement, some missing info, worth pursuing

COLD Leads

0-39 Points

Limited info, low engagement, lower priority

How Lead Scoring Works

The system automatically calculates a score from 0-100 points based on multiple factors. Higher scores indicate better qualified leads with higher conversion potential.

📞 Contact Information (Max: 75 Points)

📱 Phone Number +25 pts

📧 Email Address +20 pts

👤 Customer Name +15 pts

🏠 Address +15 pts

Phone numbers receive the highest value as they're essential for immediate follow-up.

💬 Engagement Level (Max: 40 Points)

1 Conversation +10 pts

2 Conversations +20 pts

3 Conversations +30 pts

4+ Conversations +40 pts

🔧 Service Interest (Max: 15 Points)

Mentioned Specific Service +15 pts

✅ Completeness Bonus (Max: 30 Points)

3+ Complete Fields +20 pts

All 4 Fields Complete +10 pts

Scoring Examples

HOT Lead (85 Points)

✅ Name +15

✅ Phone +25

✅ Email +20

✅ Address +15

3 Conversations +30

✅ Service Type +15

Complete Bonus +30

TOTAL 85 pts

WARM Lead (50 Points)

✅ Name +15

✅ Phone +25

❌ Email +0

❌ Address +0

1 Conversation +10

❌ Service Type +0

No Bonus (2 fields) +0

TOTAL 50 pts

COLD Lead (25 Points)

❌ Name +0

✅ Phone +25

❌ Email +0

❌ Address +0

1 Conversation +10

❌ Service Type +0

No Bonus (1 field) +0

TOTAL 25 pts

Configuration & Settings

Hot Lead Threshold

Configure the minimum score required for leads to be classified as "HOT". Default is 70 points, but can be adjusted based on your business needs.

Admin Only: Threshold settings are configurable in the CRM Settings tab by company administrators.

Automatic Scoring

Lead scores are calculated automatically when:

New conversations are created
Customer information is updated
Additional conversations occur
Service details are provided

Scores update in real-time as more information becomes available.

Visual Indicators in Dashboard

Active Leads Tab

Red Border: HOT leads (70+ points)
Yellow Border: WARM leads (40-69 points)
Gray Border: COLD leads (0-39 points)

Each lead shows a progress bar and score label (e.g., "HOT 85%")

Automatic Sorting

Leads are automatically sorted by score (highest first) to ensure you see the most promising prospects immediately.

Pro Tip: Focus on HOT leads first for maximum conversion rates and ROI.

Time-Off Management System

MyBid.Pro's comprehensive Time-Off Management System provides a complete solution for handling employee vacation requests, sick leave, and personal time. The system integrates seamlessly with the calendar scheduling to prevent double-bookings and ensures proper coverage during employee absences.

Key Features

Modern Flatpickr date pickers with Safety Orange theme
Enhanced permissions for users and admins
Real-time calendar integration with Job Management
Automatic chatbot scheduling conflict prevention

Integration Benefits

Prevents scheduling conflicts automatically
Visual time-off display in calendar views
Smart employee assignment during absences
Comprehensive reporting and analytics

Employee Time-Off Features

Submit Time-Off Requests

• Modern date picker interface with Safety Orange theme
• Single day or date range selection
• Request types: Vacation, Sick Leave, Personal Time
• Add optional notes for context

Track Request Status

• Real-time status updates (Pending, Approved, Denied)
• View complete request history
• Filter by year and status
• Cancel pending requests before approval

Enhanced Permissions

• Cancel any status request (Pending, Approved, Denied)
• Proper text capitalization (vacation → Vacation)
• Intuitive user interface with clear actions
• Immediate feedback on all operations

Admin Management Features

Team Time-Off Overview

• View all employee requests in one dashboard
• Filter by employee, date range, or status
• Bulk management capabilities
• Export reports for payroll integration

Approval Workflow

• One-click approve or deny actions
• Add optional admin notes to decisions
• Automatic email notifications to employees
• Complete audit trail of all actions

Conflict Management

• Visual indicators for scheduling conflicts
• Remove approved time-off if needed
• Override system restrictions when necessary
• Comprehensive permission management

Calendar Integration with Job Management

Visual Calendar Display

Approved time-off appears alongside appointments
Color-coded time-off types for easy identification
Single day and multi-day period display
Filter calendar view by employee or time-off type

Smart Scheduling Integration

Chatbot auto-scheduling respects approved time-off
Manual appointment creation validates availability
Automatic alternative employee assignment
Real-time conflict prevention alerts

Time-Off System API Integration

Employee Endpoints


                                        GET /api/time-off/my-requests

                                        POST /api/time-off/request

                                        DELETE /api/time-off/{id}

Admin Endpoints


                                        GET /api/time-off/requests

                                        PUT /api/time-off/{id}/status

                                        DELETE /api/time-off/{id}/admin

Database: Utilizes the existing personal_time_off table with 20 comprehensive columns supporting full lifecycle management, approval workflows, and audit tracking.

Employee Schedule Management

Advanced employee schedule management provides comprehensive tools for managing individual employee working hours, availability, and schedule overrides. All personal schedules must respect company-wide constraints and hierarchy rules.

Schedule Management Features

Reschedule modal with employee assignment dropdown
Display personal working hours for selected employees
Admin-only "Edit Hours" functionality
Real-time schedule updates and validation

Hierarchy Enforcement

Company settings always override personal preferences
Personal schedules inherit company constraints
Cannot exceed company operating hours
Company blackout dates apply to all employees

Enhanced Reschedule Modal

Employee Assignment Features

• Dropdown showing all available employees
• Real-time availability checking
• Display personal working hours for selected employee
• Automatic conflict detection and prevention
• Smart suggestions based on employee specialization
• Visual indicators for employee workload

Schedule Validation

• Check employee working hours before assignment
• Validate against approved time-off requests
• Consider travel time between appointments
• Respect daily appointment limits
• Maintain proper buffer time between jobs
• Automatic alternative suggestions if conflicts exist

Admin Schedule Editor

Comprehensive Hours Editor

Daily Schedule Management

• Set individual working hours for each day
• Configure lunch breaks and personal time
• Enable/disable specific days of the week
• Override company hours when necessary

Advanced Options

• Set appointment limits per employee
• Configure buffer time preferences
• Manage travel distance restrictions
• Set specialization preferences

Hierarchy Enforcement Rules

Allowed Overrides

• Reduce working hours within company limits
• Add additional personal blackout dates
• Set more restrictive appointment limits
• Configure shorter travel distances

Restricted Actions

• Cannot exceed company operating hours
• Cannot override company blackout dates
• Cannot set higher appointment limits than company
• Cannot extend travel distance beyond company limits

Recent JavaScript Improvements

Fixed JavaScript Errors

myYearFilterCalendar: Resolved undefined variable error
teamYearFilterCalendar: Fixed calendar initialization
Mobile Responsiveness: Enhanced touch interactions
Date Picker Integration: Improved Flatpickr compatibility

UI/UX Enhancements

Safety Orange Theme: Consistent #FF8200 branding
Mobile Optimization: Improved responsive design
Text Capitalization: Fixed "vacation" → "Vacation"
Modern Date Pickers: Flatpickr with theme integration

Personal Schedule Management

All team members can manage their own personal schedules, request time off, adjust working hours, and set personal availability preferences. These personal settings work within your company's guidelines and help optimize scheduling.

Personal Working Hours

What You Can Adjust

• Set your preferred start and end times
• Choose which days you're available
• Adjust lunch breaks and buffer times
• Set maximum daily appointments

Your personal hours must stay within your company's operating hours

Time-Off & Vacation

Request Process

Select dates you need off
Choose vacation, sick, or personal time
Add optional notes for your admin
Submit request for approval
Receive email notification of decision

You'll get email updates when requests are approved or need changes

Personal Dashboard Features

Access all your schedule management tools directly from your personal dashboard:

View your upcoming appointments
Adjust your working hours
Request time off
View request history

Set travel preferences
Manage notifications
Update service specializations
Contact admin for support

Blackout Dates

Blackout Dates allow you to specify periods when your business is unavailable for scheduling. These dates are automatically respected by the AI chatbot and calendar system to prevent customer appointments during closed periods.

Company Blackout Dates

Company-wide closures (holidays, vacations)
Emergency maintenance periods
Seasonal business closures
Training or conference days

Admin Control: Only company admins can set company-wide blackout dates that apply to all team members.

Personal Blackout Dates

Individual vacation time
Personal appointments
Training or certification days
Sick leave or time-off

Important: Personal blackout dates cannot override company blackout dates or extend beyond company operating hours.

Automatic Integration

AI Chatbot Awareness

The chatbot automatically knows about all blackout dates and won't suggest unavailable time slots to customers.

Calendar Integration

Blackout dates appear visually on all calendar views and block appointment scheduling.

Immediate Updates

Changes to blackout dates save automatically and take effect immediately across the entire system.

Team Features

MyBid.Pro provides comprehensive team collaboration tools to ensure seamless communication and coordination across your entire organization.

Shared Calendar System

Company-wide calendar visibility
Team member schedule coordination
Appointment conflict prevention
Resource scheduling management

Role-Based Access Control

Company Admin full access
Office Manager controlled permissions
Team Member limited access
Customizable permission levels

Collaboration Benefits

Seamless team coordination, unified customer communication, shared knowledge base, and consistent service delivery across all team members.

Team Scheduling & Coordination

MyBid.Pro's team scheduling system ensures optimal coordination between all team members, balances workloads fairly, and maintains efficient service delivery across your organization.

Intelligent Team Coordination

Automatic Workload Distribution

Fair appointment distribution across team
Respect individual maximum appointment limits
Account for part-time vs full-time schedules
Consider employee efficiency ratings
Balance complex vs simple job assignments

Real-Time Coordination

Live availability updates across team
Instant conflict detection and alerts
Geographic clustering for efficiency
Automatic reassignment capabilities
Team-wide schedule change notifications

Advanced Workload Management

Fair Distribution Algorithm

Appointment Allocation

• Round-robin assignment for equal distribution
• Weight assignments by appointment complexity
• Consider service specialization requirements
• Account for historical completion rates
• Factor in customer satisfaction scores

Performance Balancing

• Monitor individual workload metrics
• Adjust future assignments based on performance
• Prevent overloading high-performers
• Support underperformers with training opportunities
• Track team efficiency trends over time

Team Schedule Optimization

Geographic Clustering

• Group appointments by location proximity
• Minimize total team travel time
• Optimize daily route planning
• Consider traffic patterns and timing
• Account for return trips to base

Resource Coordination

• Manage shared tools and equipment
• Coordinate vehicle and equipment usage
• Plan material deliveries and pickups
• Schedule team meetings and training
• Balance office time vs field time

Automatic Conflict Resolution

Conflict Detection

• Real-time schedule conflict identification
• Travel time impossibility detection
• Resource double-booking prevention
• Skill mismatch warnings
• Workload limit violation alerts

Automated Solutions

• Suggest alternative time slots
• Recommend employee reassignments
• Propose schedule adjustments
• Offer customer rescheduling options
• Generate resolution recommendations

Team Performance Analytics

Efficiency Metrics

• Average appointments per team member
• Total travel time reduction
• Schedule utilization rates
• Appointment completion percentage
• Customer satisfaction averages

Workload Balance

• Individual vs team average comparisons
• Fair distribution scores
• Overtime and undertime tracking
• Workload variance analysis
• Employee satisfaction metrics

Quality Indicators

• Service quality consistency
• Customer retention rates
• Repeat booking percentages
• Team collaboration scores
• Training completion rates

Administrative Controls

Manager Override Capabilities

• Manual appointment reassignments
• Emergency schedule modifications
• Workload limit adjustments
• Priority appointment handling
• Team performance interventions

Automated Notifications

• Schedule change alerts to team
• Conflict resolution notifications
• Workload imbalance warnings
• Performance milestone alerts
• Customer feedback notifications

Team Scheduling Best Practices

Setup Recommendations

• Define clear employee specializations
• Set realistic appointment limits per person
• Configure appropriate buffer times
• Establish geographic service areas
• Regular team performance reviews

Ongoing Management

• Monitor workload distribution weekly
• Address performance issues promptly
• Gather team feedback regularly
• Adjust algorithm weights as needed
• Plan for seasonal demand variations

Company Admin Dashboard

The company admin dashboard provides business owners and administrators with tools to manage their team, monitor lead generation performance, and configure their MyBid.Pro account.

Note: Admin features are available to company owners and designated administrators only.

Team Management

Employee Management

Add, remove, and manage unlimited team members with role-based permissions and access controls.

Schedule Coordination

Manage employee schedules, approve time-off requests, and coordinate team availability for appointments.

Performance Tracking

Monitor individual team member performance, job completions, and customer satisfaction ratings.

Business Analytics

Lead Generation Metrics

Track qualified leads, conversion rates, and chatbot performance to optimize your customer engagement.

Revenue Analytics

Monitor monthly lead costs, volume discounts achieved, and ROI from your MyBid.Pro investment.

Appointment Insights

View appointment booking trends, completion rates, and customer satisfaction to improve service delivery.

Time-Off Management Administration

Admin Capabilities

• View all time-off requests across all companies
• Approve or deny requests with admin notes
• Remove approved time-off if necessary
• Override system restrictions for emergency coverage
• Bulk manage multiple requests simultaneously
• Generate time-off reports for payroll integration

Conflict Resolution

• Visual indicators for scheduling conflicts
• Automatic conflict detection and alerts
• Employee reassignment recommendations
• Coverage planning and gap analysis
• Emergency scheduling override capabilities
• Historical conflict pattern analysis

Employee Schedule Administration

Schedule Management

• Edit individual employee working hours
• Override company settings for specific employees
• Manage appointment assignments and reassignments
• Set employee specializations and preferences
• Configure travel distance and buffer times
• Monitor employee workload distribution

Advanced Features

• Reschedule modal with employee reassignment
• Real-time availability checking and validation
• Personal schedule inheritance from company settings
• Hierarchy enforcement with override capabilities
• Performance analytics and efficiency tracking
• Schedule optimization recommendations

Support Ticket Administration

Admin Capabilities

• View all support tickets across all companies
• Respond to tickets with internal and public notes
• Change ticket status and priority levels
• Assign tickets to specific support agents
• Close resolved tickets and maintain history
• Generate support analytics and reports

Workflow Features

• Bulk ticket operations for efficiency
• Email integration for notifications
• Ticket escalation procedures
• SLA tracking and response time monitoring
• Knowledge base integration
• Customer satisfaction surveys

Lead-Based Pricing Explained

MyBid.Pro uses a transparent, performance-based pricing model that aligns our success with yours. You only pay for qualified leads that meet your specific criteria, ensuring maximum value from your investment.

Simple, Transparent Pricing Structure

Base Monthly Fee

$39

All features included

Unlimited team members

Full platform access

Per Qualified Lead

$3.00

Starting price per lead

Volume discounts available

Only qualified leads count

What Makes a Lead "Qualified"?

Qualification Criteria

Required Information

Contact Details: Valid name, phone number, and/or email
Service Need: Clear description of work requested
Location: Service address within your coverage area
Timeline: Realistic timeframe for completion
Budget Awareness: Understanding of approximate costs

Quality Indicators

Engagement Level: Active conversation participation
Genuine Intent: Real need for your services
Decision Authority: Can make hiring decisions
Reasonable Expectations: Realistic project scope
Professional Interaction: Respectful communication

What DOESN'T Count as a Qualified Lead

• Spam or automated messages
• Incomplete contact information
• Requests outside your service area
• Unrealistic budget expectations

• General information seekers only
• Competitors or solicitors
• Duplicate inquiries (same customer)
• Abusive or inappropriate contacts

Volume Discount Tiers

1-25 Leads

$3.00

Standard rate

26-50 Leads

$2.75

8% discount

51-100 Leads

$2.50

17% discount

101+ Leads

$2.25

25% discount

Volume discounts are calculated monthly and applied automatically

Cost Comparison: Traditional vs. MyBid.Pro

Traditional Marketing

Google Ads: $200-800/month + management
Facebook Ads: $150-500/month + design
Lead Services: $50-150 per lead (unqualified)
Website/SEO: $100-300/month + development
Total Monthly: $500-1,750+ with no guarantees

Average: $1,125/month

MyBid.Pro

Base Fee: $39/month (all features)
25 Qualified Leads: $75/month
50 Qualified Leads: $137.50/month
100 Qualified Leads: $250/month
Everything Included: AI chatbot, scheduling, SMS, analytics

50 leads: $176.50/month

Save up to 84% while getting higher quality, fully qualified leads!

ROI Example: HVAC Company

40

Qualified Leads/Month

Monthly Cost: $149

25%

Conversion Rate

10 new customers

$3,500

Average Job Value

$35,000 monthly revenue

ROI: 23,400% ($35,000 revenue from $149 investment)

Transparent Billing & Reporting

What You'll See

Real-time lead qualification status
Detailed conversation transcripts
Lead source and channel tracking
Monthly cost breakdowns
Volume discount calculations

Quality Assurance

Human review of all qualified leads
Dispute resolution process
Lead quality scoring system
Performance analytics and insights
Continuous optimization recommendations

Frequently Asked Questions

When am I charged for a lead?

You're only charged when a lead meets ALL qualification criteria: valid contact information, clear service need, location within your coverage area, realistic timeline, and genuine interest. Spam, duplicates, and incomplete inquiries are never charged.

How do volume discounts work?

Volume discounts are calculated monthly based on your total qualified leads. If you receive 30 qualified leads in a month, all 30 are charged at the $2.75 rate (26-50 tier). Discounts are applied automatically - no need to request them.

What if I disagree with a lead qualification?

We have a fair dispute resolution process. You can contest any lead charge within 30 days, and our team will review the conversation transcript. If the lead doesn't meet our qualification standards, the charge is reversed immediately.

Are there any hidden fees or contracts?

No hidden fees, setup costs, or long-term contracts. You pay $39/month for the platform plus per-lead charges for qualified leads only. Cancel anytime with 30 days notice. All pricing is transparent and shown in your dashboard.

How does billing work with multiple team members?

There are no additional fees for team members. Your $39 monthly fee covers unlimited team members, all features, and the complete platform. You only pay extra for qualified leads, regardless of which team member handles them.

Billing & Lead-Based Pricing

MyBid.Pro uses a transparent lead-based pricing model where you pay a base monthly fee plus only for qualified leads you receive. All billing is handled securely through Stripe integration with automatic volume discounts.

Fair Pricing: No user limits, no contracts, and volume discounts applied automatically as your business grows.

ONE SIMPLE PLAN

Complete MyBid.Pro

$39

/month
base fee

+

$3.00

per lead
starts at

Everything included • Unlimited team members • Volume discounts

✨ All Features Included

AI chatbot & lead qualification
Smart scheduling & appointments
Unlimited team members
Performance analytics

💰 Volume Discounts

1-49 leads/month: $3.00
50-149 leads/month: $2.50
150-299 leads/month: $2.00
300+ leads/month: $1.50

Volume-Based Lead Pricing

Automatic volume discounts applied to your monthly bill. Pay less per lead as your business grows!

$3.00

per lead

1-49 leads/month

$2.50

per lead

50-149 leads/month

$2.00

per lead

150-299 leads/month

$1.50

per lead

300+ leads/month

Volume Pricing Examples

Small Business Example

Base subscription: $39/month

25 qualified leads @ $3.00: $75

Total monthly cost: $114

Growing Business Example

Base subscription: $39/month

75 qualified leads @ $2.50: $187.50

Total monthly cost: $226.50

Billing Management

Stripe Integration

• Secure payment processing
• Automatic recurring billing
• Customer portal for self-service
• Invoice history and downloads

Available Actions

• Update payment methods
• Change billing address
• Upgrade or downgrade plans
• Cancel subscription (with retention flow)

Security Implementation

MyBid.Pro implements comprehensive security measures to protect your business data, customer information, and ensure compliance with industry standards.

Authentication Security

User Protection

• Secure JWT token-based authentication
• Industry-standard bcrypt password hashing
• Role-based access control for team management
• Company-based data isolation and separation
• Secure password reset and recovery flows

Data Protection

Infrastructure Security

• HTTPS/TLS encryption for all communications
• Input validation and SQL injection prevention
• Cross-site scripting (XSS) protection
• Secure file upload and validation
• Environment variable protection

Compliance & Standards

MyBid.Pro follows industry best practices for data security and privacy protection, ensuring your business and customer data is always safe.

SSL Secured

Encrypted Storage

Access Control

API Reference

The MyBid.Pro API provides RESTful endpoints for all application functionality. All endpoints require proper authentication and follow consistent patterns for request/response handling.

Authentication Endpoints

POST /api/login

Authenticate user and return JWT token

Request Body:

{"email": "user@example.com", "password": "password123"}

Response:

{"success": true, "token": "jwt_token_here"}

POST /api/signup

Create new user account and company

POST /api/request-password-reset

Initiate password reset flow

User Management Endpoints

GET /api/profile

Get current user profile information

PUT /api/profile

Update user profile information

POST /api/invite-user

Invite new user to company (requires user limit validation)

GET /api/company/users

Get all users in current company

Calendar & Scheduling Endpoints

GET /api/calendar/company/settings

Get company calendar configuration and operating hours

PUT /api/calendar/company/settings

Update company calendar settings (admin only)

GET /api/calendar/employee/settings

Get employee calendar preferences within company constraints

PUT /api/calendar/employee/settings

Update employee calendar settings with hierarchy validation

POST /api/calendar/appointments

Create new appointments with smart scheduling

GET /api/calendar/appointments

Get appointments with filtering and pagination support

PUT /api/calendar/appointments/{id}/reschedule

Reschedule existing appointments with availability validation

GET /api/calendar/appointments/availability

Check time slot availability for scheduling

POST /api/calendar/appointments/auto-schedule

AI-powered optimal appointment scheduling with multi-factor optimization

Chatbot & AI Endpoints

GET /api/chatbot-settings

Get chatbot configuration for current company

PUT /api/chatbot-settings

Update AI persona, services, and pricing configuration

POST /api/chat

Process customer chat message and return AI response

GET /api/widget-code

Get embeddable widget code for website integration

POST /api/calendar/chatbot/schedule

AI chatbot appointment scheduling integration

Support Ticket Endpoints

GET /api/support-tickets

Get all support tickets for current user/company

POST /api/support-tickets

Create new support ticket with optional file attachments

GET /api/support-tickets/{ticket_id}/responses

Get all responses for a specific ticket

POST /api/support-tickets/{ticket_id}/responses

Add response to existing ticket

API Authentication & Error Handling

Authentication Requirements

• Include JWT token in Authorization header
• Format: Authorization: Bearer {token}
• Tokens expire and must be refreshed
• Role-based access controls enforced

Common HTTP Status Codes

• 200: Success
• 400: Bad request/validation error
• 401: Unauthorized/invalid token
• 403: Forbidden/insufficient permissions
• 500: Internal server error

Support Ticket System

The support ticket system provides a comprehensive platform for users to get technical assistance and for administrators to manage customer support efficiently.

Creating Support Tickets

Required Information

• Subject: Brief description of the issue
• Category: Bug, Feature, Question, Billing, Technical, Other
• Priority: Low, Medium, High, Urgent
• Description: Detailed explanation of the problem
• Attachments: Screenshots, files, or documents (optional)

Ticket Features

• Automatic ticket number generation (TICK-YYYYMMDD-###)
• Email notifications for status updates
• File attachment support up to specified limits
• Real-time status tracking

Ticket Communication

Response System

• Two-way communication between users and support
• Thread-style conversation history
• Attachment support in responses
• Admin internal notes (not visible to users)

Notification System

• Email alerts for new admin responses
• Dashboard notification badges
• Unread response indicators
• Status change notifications

Ticket Status Management

Open

Newly created tickets awaiting initial review

In Progress

Being actively worked on by support team

Waiting Response

Awaiting additional information from user

Closed

Issue resolved and ticket completed

Troubleshooting & FAQ

Common Issues

Can't invite new users

Solution: Check if you've reached your subscription's user limit. Upgrade your plan to add more users.

Chatbot not responding

Solution: Verify chatbot is enabled in settings and that your subscription is active.

Login issues

Solution: Clear browser cache, check for typos, or use password reset if needed.

Widget not displaying

Solution: Check widget code placement and ensure script tags are properly closed.

Frequently Asked Questions

How do I change my subscription plan?

Go to Billing tab and click "Manage Subscription" to access the Stripe customer portal.

Can I customize the chatbot's personality?

Yes, use the AI Persona settings in the Chatbot Settings tab to customize tone and communication style.

Is my data secure?

Yes, we use industry-standard encryption, secure authentication, and regular security audits.

How do I get support?

Create a support ticket through the Support tab in your dashboard for technical assistance. You can access this directly at dashboard.html#support or dashboard.html?tab=support.

Need Additional Help?

If you can't find the answer to your question in this documentation, our support team is here to help.

Create Support Ticket Email Support

Common Issues & Solutions

Find quick solutions to the most common issues users encounter with MyBid.Pro. Each solution includes step-by-step instructions and troubleshooting tips.

Login & Authentication Issues

Can't Log In - "Invalid Credentials"

Problem: Getting "invalid email or password" error when trying to log in.

Solutions:

Double-check email spelling and password
Try "Reset Password" if you're unsure
Clear browser cookies and cache
Ensure Caps Lock is off
Try a different browser or incognito mode

Password Reset Email Not Received

Problem: Clicked "Reset Password" but didn't receive email.

Solutions:

Check spam/junk folder
Wait up to 10 minutes for delivery
Verify you used the correct email address
Add support@mybid.pro to contacts
Contact support if still not received

Account Locked or Suspended

Problem: Account shows as disabled or suspended.

Solutions:

Contact your company administrator
Check for billing issues with your company
Review terms of service compliance
Submit support ticket for account review

Chatbot & Widget Issues

Chatbot Not Appearing on Website

Problem: Installed widget code but chatbot doesn't show.

Solutions:

Check script is before closing </body> tag
Verify company ID in the widget code
Clear website cache and CDN cache
Test on different devices/browsers
Check browser console for JavaScript errors

Chatbot Responses Are Generic

Problem: Chatbot not using custom business information.

Solutions:

Complete company profile in dashboard
Configure chatbot personality and instructions
Add service types and coverage areas
Test with sample conversations
Allow 24 hours for AI training updates

Lead Information Missing

Problem: Conversations show but missing customer details.

Solutions:

Ensure chatbot is asking for contact info
Check qualification questions are enabled
Review conversation flow settings
Test the complete customer journey

SMS & Communication Issues

SMS Messages Not Sending

Problem: Outbound SMS messages fail to send.

Solutions:

Verify phone number format (include country code)
Check SMS service status in admin dashboard
Ensure customer hasn't opted out
Review message content for blocked terms
Check account SMS credits/balance

Not Receiving SMS Leads

Problem: No incoming SMS conversations from customers.

Solutions:

Verify SMS keyword is configured
Check phone number is published/advertised
Test by sending SMS to your number
Review webhook configuration
Ensure SMS integration is enabled

Email Notifications Not Working

Problem: Not receiving email alerts for new leads.

Solutions:

Check email notification settings
Verify email address is correct
Look in spam/junk folder
Add notifications@mybid.pro to contacts
Test with a sample lead

Scheduling & Calendar Issues

Appointments Not Syncing to Google Calendar

Problem: Appointments created in MyBid.Pro don't appear in Google Calendar.

Solutions:

Re-authorize Google Calendar connection
Check calendar permissions are granted
Verify correct calendar is selected
Allow up to 15 minutes for sync
Test with a new appointment

No Available Time Slots Showing

Problem: Calendar shows no available times for booking.

Solutions:

Check company operating hours are set
Verify employee schedules are configured
Review time-off and blackout dates
Ensure booking window settings allow future dates
Check maximum appointments per day limits

Time Zone Issues

Problem: Appointments scheduled for wrong time due to time zone confusion.

Solutions:

Verify company time zone in settings
Check individual employee time zones
Clear browser cache and reload
Ensure customer time zone is detected correctly
Test appointments with different time zones

Detailed Troubleshooting Guides

Performance & Loading Issues

Dashboard Loading Slowly

Symptoms: Dashboard takes more than 10 seconds to load, pages timeout

Causes: Poor internet connection, browser cache issues, server overload

Solutions:

Check internet connection speed
Clear browser cache and cookies
Try different browser or incognito mode
Disable browser extensions temporarily
Contact support if issue persists

Forms Not Saving Data

Symptoms: Settings changes don't save, forms reset after submission

Causes: JavaScript errors, network interruptions, session timeouts

Solutions:

Check browser console for JavaScript errors
Ensure stable internet connection
Log out and log back in
Try saving smaller sections at a time
Use most recent browser version

Data & Reporting Issues

Missing Conversation Data

Symptoms: Conversations show in list but details are empty

Causes: Database sync issues, incomplete lead qualification

Solutions:

Refresh the page to reload data
Check if conversation is still active
Verify chatbot qualification settings
Look for conversation in different status
Contact support with conversation ID

Analytics Numbers Don't Match

Symptoms: Discrepancies between dashboard totals and detail pages

Causes: Time zone differences, caching delays, filtering issues

Solutions:

Check date ranges are consistent
Verify time zone settings
Clear cache and reload analytics
Allow up to 1 hour for data updates
Export data for detailed verification

Third-Party Integration Issues

Stripe Billing Problems

Symptoms: Payment failures, incorrect charges, subscription issues

Causes: Expired cards, bank blocks, billing address mismatches

Solutions:

Update payment method in Stripe
Verify billing address matches card
Contact bank about international charges
Check for account holds or limits
Review Stripe dashboard for details

Google Calendar Disconnected

Symptoms: Sync stopped working, authorization errors

Causes: Expired tokens, changed permissions, Google policy updates

Solutions:

Reconnect Google Calendar in settings
Grant all requested permissions
Remove and re-add calendar integration
Check Google account security settings
Verify calendar is not private/restricted

Quick Help Resources

Video Tutorials

Step-by-step video guides for common tasks

Watch Tutorials →

Live Chat Support

Real-time help during business hours

Start Chat →

Knowledge Base

Comprehensive documentation and FAQs

Browse Articles →

CRM & Lead Management Issues

"Invalid customer data - cannot open modal" Error

Problem: Getting error message when trying to view/edit customer or lead details.

Cause: Customer record has missing or null ID field

Solutions:

This is a protective error preventing system crashes
Refresh the CRM tab to reload data
For persistent issues, contact support
The record may need manual database cleanup

Active Leads Counter Shows 0

Problem: CRM statistics show 0 active leads despite having active conversations.

Solutions:

Check if conversations are marked as "lead" state
Verify lead retention period in CRM settings
Refresh browser to reload statistics
Statistics update automatically from conversations table

Lead Scoring Not Updating

Problem: Lead scores appear outdated or incorrect.

Solutions:

Scores update automatically when data changes
Ensure all customer fields are properly filled
Check if conversation count is accurate
Service type mentions add 15 points

Mobile CRM & Navigation Issues

CRM Tabs Not Visible on Mobile

Problem: Cannot see all CRM tabs on mobile device.

Solutions:

Swipe horizontally to scroll between tabs
Tabs use responsive horizontal scrolling
Touch-optimized for mobile interaction
All functionality available on mobile

Slow Loading with Many Leads/Customers

Problem: CRM tabs take long time to load with large datasets.

Solutions:

System automatically limits to 10 items per page
Use pagination controls to navigate
Clear browser cache if performance is poor
Pagination optimizes mobile performance

Difference Between "View Details" vs "View/Edit"

Question: Why do some buttons say "View Details" and others "View/Edit"?

Explanation:

View Details: For active leads (conversation-based)
View/Edit: For customer records (full profiles)
Leads may not have complete customer records yet
Different data sources require different interfaces

Critical Issues & Emergency Support

Service Outages

If the entire platform is inaccessible or major features are down:

• Check status page: status.mybid.pro
• Follow @MyBidPro on Twitter for updates
• Email support@mybid.pro for urgent issues

Data Loss or Security Concerns

For suspected data breaches or major data loss:

• Immediately contact: security@mybid.pro
• Change passwords if security is suspected
• Document what data may be affected

Support & Knowledge Base

Unified Support Experience

All customers receive the same comprehensive support regardless of plan. We're here to help you succeed with MyBid.Pro.

Support Options

Support Tickets

Technical issues, billing questions, and feature requests

Create Support Ticket →

Email Support

Direct email support for urgent matters

support@mybid.pro →

Knowledge Base

Comprehensive articles and tutorials for self-service support

View Knowledge Base →

Contact Form

General inquiries and sales questions

Contact Us →

Response Times

Standard Response

24 hours during business days

• Setup assistance and training
• General questions and guidance
• Feature requests and feedback

Technical Issues

4-8 hours for critical issues

• System outages or downtime
• Payment processing problems
• Data loss or corruption

All customers receive the same quality support!