What is an Accessory? An accessory is a product you want to showcase to the customer. Each one has a nice picture and description with it. Accessories can be included or recommended on a proposal. Typical accessories include thermostats, air quality devices, heat kits, and more.
This 3 minute video will walk you through everything you need to know about adding and pricing your live accessories in OnCall Air:
Video Agenda:
0:05 What is an Accessory?
0:36 Adding Accessories
0:50 Add Live Accessory
2:06 Pricing Accessories
You can setup your accessories pricing two different ways:
Go to Office >> Pricing Engine >> Accessories Pricing
Here you can setup an automatic markup/margin scale method to price your accessories.
Go to Office >> Accessories >> Add accessory (pick live or custom)
If it is a live accessory it will automatically pull the accessory cost from the connected distributor, and apply the Accessories Pricing Markup from the pricing engine. If that is not suitable, you can use the Price Override feature to enter the desired dollar amount.
If it is a custom accessory, you will enter in your cost manually while creating the accessory. Then you will see the Accessories Pricing Markup from the pricing engine applied to the cost. If that is not suitable, you can use the Price Override feature to enter the desired dollar amount.
To learn more about configuring pricing on your accessories, please click here.
To learn more about how to add and create custom accessories please click here.