A new component type, the Indoor Ductless Unit, has been added to the proposal app. This update makes creating multi-zone ductless proposals more intuitive, aligning the process with the familiar methods users already use for building other systems. Learn more here.
Accepted proposals now display both the recommendations that were added and those that were declined by the customer. This allows both you and the customer to see all the add-ons that were suggested when the proposal was originally offered. This update helps avoid any confusion or awkward conversations about what was recommended after the job has been accepted. Learn more here.
Presented proposal options now appear as open estimates within ServiceTitan. These estimates include the total price along with detailed proposal information. This enhancement streamlines workflows and provides greater clarity on the status of an OnCall Air proposal within ServiceTitan.
Additional Enhancement
We’ve added a new enhancement that lets you lock consultations. This can be used for capturing leads or showcasing popular matchups without giving users the option to accept the proposal. Learn more here.
Individual systems within a proposal option are now arranged according to the sequence they were added. This offers the user complete control over the presentation of the systems to the consumer.
We've added a new section in the Office to highlight the OnCall Air Marketplace, where you can explore and learn more about the available add-ons.
We’ve updated the bootstrap migration in the software to improve performance and user experience across key sections, including installation items, discounts, and rebates. This enhancement ensures smoother navigation and more reliable functionality in these areas.