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Building Proposal with FlexJobs or Systems

When to use a FlexJob vs Standard System Quote

Customer_Success avatar
Written by Customer_Success
Updated over a week ago

FlexJobs are used to create unique jobs, better package information, or bring in services beyond residential replacement.

Systems are equipment specific with AHRI, synced pricing and availability once connected to one of the distributors.

FlexJobs can also include components that systems are built with like Equipment and Accessories, but do not have a way to display AHRI data.

You can build proposals that:

a. only have Systems Included;

b. only have FlexJobs included and Recommended;

c. have only Systems Included and FlexJobs Recommended;

d. have both Systems and FlexJobs Included and FlexJobs Recommended.

Check out our Flexjobs Recipes to get inspiration and creative ideas for using both FlexJobs and Systems to increase value for your customers.

Example of Including and Recommending FlexJobs:

Adding Multiple Systems in a Proposal:

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