FlexJob is a powerful feature for quoting or recommending a much wider variety of jobs using the power of the OnCall Air sales platform.
While the core of OnCall Air is focused on quoting residential HVAC replacement jobs, the FlexJob feature extends the same powerful capabilities so that you can win any type of job.
This guide is an introduction and an overview of the FlexJob feature and is an important starting point to get you familiar with how to make the most of it in your business.
Introductory Resources with FlexJob
Here's what we'll cover in a series of articles:
Introduction to FlexJob (this article)
If you want to make the most of this feature, we highly recommend starting with the above resources.
Once you are familiar with the basics, we have prepared detailed step-by-step instructions for using FlexJobs, which you can find in this Help Center. There are sections for managing FlexJobs in the Office (for admins), quoting with FlexJobs (for consultants), and a list of Frequently Asked Questions.
👔 FlexJob Features for Admins
FlexJob is packed with features designed to help you be more efficient and to win that job.
For admin users setting up and managing FlexJobs:
A new section in the Office to view, manage, create, and edit your FlexJobs. It’s designed to be fast, and easy to use.
A category and sub-category system that covers hundreds of job types, but is also simple and intuitive.
The ability to embed multiple products – whether it’s equipment or accessories – and installation items into a FlexJob, and take advantage of the synchronized cost and content from OnCall Air’s powerful connected partners.
A cloning feature that makes it easy to create a job and then creates several variations of that same job.
Support for embedding multiple images and much more descriptive text to really show off your services and tell your brand story.
Its own pricing engine, with a logical pricing formula that makes it easier to price with Labor, Material, and of course takes advantage of the connected pricing feeds from OnCall Air Connected Partners.
Advanced option to specify pricing targets by a specific category like Commercial vs Residential or Plumbing.
💪 FlexJob Features for Consultants (Sales, Comfort Advisors, Techs)
The features designed for consultants presenting and tracking quotes with FlexJobs include:
A new way to include or recommend FlexJobs in Proposal Builder page
A powerful search and categorization mechanism so you can find that FlexJob in the Office or in the App quickly
The ability to fully Customize a FlexJob prior to presenting it
Mix and match traditional HVAC replacement quotes with FlexJobs
Improvements to make it easier to build quotes from any device, including your smartphone.
We review all of these features in much more detail in our Reference section.
🚀 Leverage the Core Features of OnCall Air
And remember, FlexJob takes advantage of many of the powerful features that are available in OnCall Air, including:
In-person or remote quoting, optimized for screens of all sizes
Beautiful presentations to make your brand stand out
Fast, simple quote building system to present the right quote quickly
Include financing, discounts, and rebates
Present side-by-side quotes with a variety of options
Tools to track your quotes, like the Inspector, with detailed breakdowns
Audit trail showing you the history and evolution of a proposal.
In the next articles, we'll see some more examples of what can be done with a FlexJob.
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