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Data+ and Warranty+ Training

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Written by Jessi Herrmann-Quintero

Watch this training for a full walkthrough of our Data+ reporting tool and Warranty+ program, with a clear overview of how each feature works and how to use them effectively in your day-to-day operations.

ABOUT DATA+

OnCall Air® Data+ is a built-in reporting tool that transforms your sales data into clear, actionable insights instantly with simple filtering and one-click reports. Every OnCall Air Admin user has access to Data+, simply go to the Office section in OnCall Air and open the Data+ tab to get started.

What's Included:

  • Key sales metrics

  • Sales activity by consultant

  • Proposal activity insights

  • Exports such as loaded bundles, FlexJobs, equipment and accessories


UPGRADE to Data+ Advanced for Even More Data:

  • Search products and see where they were sold

  • Get insights on high-value proposals

  • Use powerful filters for precise data

  • Export detailed reports for further analysis

  • Compare performance over time

  • Quickly spot your most effective financing and promotion offers

  • Review lost quotes with notes and max value to re-engage those prospects

  • Webhooks for proposal events and sold proposal details

Sales Coach Feature (with Data+ Advanced)

  • Get visibility into key consultant metrics like closed sales and close rates

  • Set monthly sales goals for your team

  • Get daily emails with your consultants' progress toward achieving their goals

  • View consultant Side Notes across all quotes to gain practical market and customer insights

Sign Up for Data+ Advanced

You can simply self-enroll in the Subscription tab of Data+

  • $49/month - Single-user license

  • $99/month - Company-wide license


ABOUT WARRANTY+

OnCall Air Warranty+ powered by Porch makes it incredibly easy to sell, register, and manage 5 and 10-Year Extended Labor Warranties - all directly within your OnCall Air account.

Why Warranty+?

  • Simple: Single Warranty SKU that covers all brands and system types

  • Integrated: Easily quote, track and register warranties directly inside OnCall Air

  • Value: Differentiate your quote and build long term customer loyalty via Porch's unique warranty program

The Details:

  • 5-Year Extended Labor Warranty - $450 cost to contractor

  • 10-Year Extended Labor Warranty - $680 cost to contractor

  • No cap on markup/sale price

  • Labor rate $125 per hour - up to 10 hours per claim (no claim limit)

  • Offer retroactively up to 6 months post-install

  • Homeowner coverage begins 91 days after enrollment

  • All digital - no paper submission

  • A parts allowance of up to $150 can be used for items not covered under the manufacturer's warranty, refrigerant up to $35.00/pound

How It Works:

  • Build your customer a new system proposal through OnCall Air®

  • Add the 5-year or 10-year extended labor warranty to your customer's proposal with one click

  • Install your customer's new HVAC system

  • Complete the digital labor warranty registration form​

  • You and your customer receive the labor warranty registration confirmation by email

Important Documents:

Before enrolling, it's important to become familiar with the Warranty+ program and the Porch Extended Labor Warranty. These documents will help:

  • The FAQs will provide an overview of the program

  • The terms of the Porch contract for consumers available here.

  • Review the terms of the reseller agreement here.

Get a short demo of the Warranty+ program or if you are ready to sign up, sign the Reseller Agreement below.

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