OnCall Air provides several tools to help automate and facilitate your proposal building process. One of these tools is the ability to select specific installation items to be included by default.

When setting up Installation Items on Office you are given an option to Include them by Default. This means it will automatically include that Installation Item for whichever system type(s) you select.

Now, every time you work on the proposal with these systems you don't have to remember to select that warranty anymore: it will already be included for you!

This will mostly come in handy when defining or redefining your sales strategy and basic packages. You can later unselect, increase the quantity, or choose additional items when it comes to a specific proposal.