The Installation Items manager is a feature in our software that allows you to manage all the additional items you include in every job. You can add, edit, and delete items, as well as update their descriptions and pricing. This feature is designed to help you keep track of all the items you need for each job and ensure that you are charging the correct prices.
With the Installation Items manager, you can:
Add new items: Whenever you start offering a new service or product, you can easily add it to your list. You can include a detailed description and set the price.
Edit existing items: If the description or price of an item changes, you can easily update it in the system. This ensures that your team always has the most up-to-date information.
Delete items: If you stop offering a certain service or product, you can remove it from your list. This helps to keep your list clean and organized.
Manage prices: You can easily update the prices of your items. This is especially useful if your costs change or if you want to offer a special promotion.
Keep track of all your items: With the Installation Items manager, you can see all your items in one place. This makes it easy to review your offerings and make sure you're not forgetting anything.
The Installation Items manager is designed to streamline your operations, reduce errors, and save you time. It's a tool that can adapt to your business needs, whether you're adding new services, adjusting prices, or discontinuing certain offerings. With OnCall Air, you can focus more on delivering quality HVAC services and less on administrative tasks. We're committed to providing solutions that help your business grow and succeed.
Add a new Installation Item
1. Go to Office and Select the Installation Items tab
You will see the Installation Items manager interface. This allows you to create, edit, and remove individual installation items.
2. Create an Installation Item
To create an Installation Item, click the Create Item button in the top right corner
Job Item Description
Providing a detailed description for each job item is crucial. It helps your customers understand exactly what they're paying for, which can increase their confidence in your services. Here's how you can do it:
Navigate to the Installation Items manager in the OnCall Air software.
Click on the 'Add New Item' button.
In the 'Job Item Description' field, type in a detailed description of the service or product. Remember, you can use up to 800 characters, so don't hesitate to include all the necessary details. This could include the specific tasks involved, the materials used, the time it takes, and any other relevant information.
Once you're satisfied with the description, click 'Save'.
Remember, this description will appear on the homeowner's proposal, but the price will not. This allows you to provide a comprehensive overview of the service without disclosing your pricing structure. It's a great way to communicate the value of your work to your customers.
Include by Default
The "Include by Default" option is a handy feature that can save you time and ensure consistency across your proposals. Here's how it works:
In the Installation Items manager, find the item you want to set as a default.
Check the box next to "Include by Default". This means that this item will automatically be included in the proposals for the system types you select.
Select the system types where you want this item to appear by default. You can choose one or multiple system types depending on your needs.
Save your changes.
Now, whenever you create a new proposal for the selected system types, this item will automatically be included. You won't have to remember to add it every time, which can save you time and reduce the risk of forgetting important items.
If you leave the "Include by Default" box unchecked, the item will still be available in your list of installation items. You can manually add it to any proposal as needed. This is a good option for items that you only use occasionally or for specific types of jobs.
Set up the Price
The cost feature in the Installation Items manager is very flexible and allows you to accurately reflect the financial aspects of your services. Here's how to use it:
In the 'Cost' field, enter the cost of the item. This is the amount it costs you to provide this service or product. If the item is purely descriptive and doesn't carry any cost, you can leave this at $0.00.
Once you've entered the cost, the software will automatically calculate the end price using the Installation Item Markup. This is the price that your customers will see on their proposal.
If you need to, you can override the calculated cost. To do this, simply enter a different amount in the 'Cost' field. This can be useful if you want to offer a discount or if there are additional costs that weren't included in the original calculation.
Remember, the cost you enter here won't be visible to your customers. They will only see the end price, which includes your markup. This allows you to maintain transparency with your customers while also ensuring that you cover your costs and make a profit.
Select the System Types
The system type selection is an important step in setting up your installation items. This feature allows you to specify which types of HVAC systems an installation item is relevant for. Here's how to do it:
In the Installation Items manager, find the item you're setting up.
Look for the 'System Types' field. Here, you'll see a list of all the different HVAC system types that you work with.
Select the system types that this installation item is relevant for. You can select one or multiple system types, depending on the item.
Save your changes.
Now, this installation item will only appear as an option when you're creating proposals for the selected system types. If a system type is not selected, the installation item will not show up in the list of available items for that system type.
This feature helps to keep your proposals relevant and accurate, and it can save you time by automatically filtering out irrelevant items. It's just another way that OnCall Air is designed to make your job easier.
Select the Category
Finally, select the Category that this Installation will live under. This is where you will find the Installation item when building a proposal
Your Installation Item has now been created!
To learn how to add an Installation item when building a proposal, and to see what the installation items look like on a homeowners proposal, Click Here.