AutoPilot is a rule-based feature that helps automate key decisions during the quoting process, allowing you to:

This article provides an overview of how AutoPilot works, including how to create rules, define conditions, and set the actions AutoPilot should take when a rule applies.

We also have videos that provide a step-by-step walkthrough of AutoPilot.

An AutoPilot rule consists of two main parts:

For example, you could create a rule that targets Carrier Infinity systems and automatically includes a specific accessory, recommends a warranty, adds a rebate, or applies a financing plan.

Let's take a closer look at each part of a rule.

The Rule ID is an auto-generated identifier used to distinguish each AutoPilot rule. It cannot be edited.

The Rule Name is the name you assign to the rule.

We recommend using a consistent naming convention for your rules so they are easy to identify and manage. For example, you could name a rule based on the equipment or scenario it targets and the action it performs.

Conditions define the criteria that must be met for an AutoPilot rule to apply.

You can use one or more conditions within a rule. When multiple conditions are used, all conditions must be met for the rule to apply.

Each condition has a set of operators that determine how AutoPilot evaluates the condition.

Below are the available condition types, along with descriptions and examples.

This condition refers to the system type selected in OnCall Air (e.g., Split AC + Air Handler, Split Heat Pump with Air Handler etc.).

This refers to the capacity of the condensing unit within the system type. Condensing units include air conditioners, heat pumps, ductless outdoor units, and packaged units.

This is the heating capacity of the system’s heating component (Furnace or boiler).

The BTU's are represented in thousands. For example, 90 would be equivalent to 90,000 BTU's.

This condition filters based on the brand of the equipment in the system.

This refers to the equipment tier (e.g.,Infinity, Evolution) of the equipment.
​Note: Custom equipment does not support tiers.

This is the model number of the equipment.

This condition refers to bundle tags that have been created and associated with bundles in OnCall Air.

This condition refers to the Seasonal Energy Efficiency Ratio 2 (SEER2) rating of the system.

This condition refers to the Energy Efficiency Ratio 2 (EER2) rating of the system.

This condition refers to the Heating Seasonal Performance Factor 2 (HSPF2) rating of the system.

This condition refers to the cooling capacity of the system based on its AHRI rating.

This condition refers to the Annual Fuel Utilization Efficiency of a system.

Actions define what AutoPilot should do when all of a rule's conditions are met.

You can use AutoPilot to automatically:

You can add multiple actions to the same rule. For example, a single rule could automatically include an accessory, recommend another product, add a rebate, and select a financing plan. Simply click on the button next to the desired action:

Example:

In this example, you can see that I’m including multiple accessories, recommending a warranty and UV light, adding a high-efficiency rebate, and including a primary financing plan whenever the outlined conditions are met while building a proposal.

While building a consultation, select your desired bundles and navigate to the Accessories tab.

The AutoPilot section displays the rules that triggered for each proposal option and allows you to manage any accessories associated with those rules.

Here, you can review the accessories AutoPilot has been configured to include or recommend for each system. By default, the applicable accessories are selected.

Review the recommendations for each system and deselect any accessories you don't want to include or recommend. When you're finished, click Add All Selected to apply them to the proposal options.

AutoPilot also appears on the Summary tab, where you can review and manage any rebates and financing options triggered by your rules.

Here, you can review the rebates and financing options that AutoPilot has identified for each proposal option and make any necessary changes before completing the proposal.

What happens if two rules are applied to a system that include or recommend the same accessory?

In the situation where there are two rules that add or recommend the same accessory, only one version of that accessory will be added or recommended to the system.

Are the AutoPilot rules applied to Flexjobs or 'Accessory only' proposals?

No, the AutoPilot conditions & rules are only applied to equipment bundles (both live & custom).

How are AutoPilot rules sorted ?
AutoPilot rules are sorted alphanumerically in the Office & on the accessory tab while building a consultation.

How are accessories sorted?

For presented & accepted proposals, accessories are sorted by price in descending order, with the highest-priced item listed first.

What happens if I edit the equipment on the Summary tab?

If you edit the equipment on the Summary tab of a consultation, any applicable AutoPilot rules will re-fire based on the new equipment combination. Any accessories, rebates, or financing plans that were already added to the proposal will remain in place.

A notification will also appear letting you know that the equipment was changed and recommending that you review the proposal before presenting it:

What happens if a proposal option has multiple financing plans triggered by AutoPilot?

If multiple AutoPilot rules trigger financing plans for the same proposal option, all applicable financing plans will be shown. You can select which financing plan you want to use as the primary financing plan for that proposal option: