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Flexible System Types

Can I present a proposal with multiple system types?

Customer_Success avatar
Written by Customer_Success
Updated over 6 years ago

        Whether you want to quote your customer the cost of a full system replacement, or you want to show them the cost of just changing a single component (Furnace, Air Handler...etc), OnCall Air Allows you to prose different system types on the same proposal.

To do this:  

  • First make your way to the equipment tab

  • Select the first system type you want to offer

  • Drag the equipment card to the desired proposal position

  • Switch the system type to the next system type to be offered

  • Drag the equipment card to the desired proposal position 

Once you present the proposal the customer will be able to see a side-by-side comparsion of their full system replacement and their single system replacement:


If you have any questions or need any assistance please reach out to the Customer Success team using the chat widget inside the application. 

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