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Selecting Custom Equipment on a Proposal
Selecting Custom Equipment on a Proposal

This will guide you on how to select your Custom Equipment Bundles when building a proposal.

Ben avatar
Written by Ben
Updated over a week ago

Offering Custom Equipment is simple using OnCall Air. Follow the steps below to add Custom Equipment to a proposal. 

How to add Custom Equipment to a proposal? 

***This step-by-step guide is intended for use once Custom Equipment has already been created in Office. (If you have not added custom equipment yet, CLICK HERE) ***

Step 1: Open a new proposal and work your way to the Proposals tab. You will see three tabs under the 4 comparative slots, reading "LIVE EQUIPMENT," "CUSTOM," "ACCESSORY ONLY," and "FLEXJOB." Click on the "CUSTOM" tab.

Step 2: Select the System Type, Capacity, and Profile pertaining to the new Equipment Item from the drop-down menus located near the top of the page directly under "PROPOSALS BUILDER."

Step 3: All your bundles pertaining to your System Type and Capacity will show up as long as you have set up your Custom Equipment Bundles in the Office.

Step 4: If you need to customize one of the default bundles, click on the Edit button found next to the component that you want to change.

Step 5:  After clicking the Edit button, locate the brand and series you are looking for and click on the "VIEW MODELS" button on the icon for that series.

Step 6: Locate the model you are looking for and click on the "SELECT" button on the icon for that model.

Step 7: Once each Equipment Type on the card has been completed, you can drag the card to whichever comparison slot you desire and continue to create the proposal as you would any other proposal.

Congratulations! You have just added Custom Equipment to your proposal!

If you are still experiencing issues creating Custom Equipment, feel free to contact us at Customer Success and we will be more than eager to help you.

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