How can I include proposals in a consultation?
One of the main features of OnCall Air is to create digitalized proposals that the homeowners can view and accept. Follow the steps below to include proposals in a consultation:
In the Proposal App, click + CREATE CONSULTATION
Fill out the necessary information to then arrive at the Proposals tab
Select the System Type, Capacity, and any pre-defined pricing profile (Leave the Default profile if you only use one pricing profile)
Next, identify the bundle (the white card(s)) you would like to present to the homeowner
Click and (+) Include to add your bundle to any of the four Proposal Options
