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Edit Quantity for Accessories

How can I edit the quantity for my accessories?

Written by Ben

OnCall Air lets you easily add multiple quantities of the same accessory to any proposal. So if you need to include 2 or recommend 2 of the same thermostats in a proposal, for instance, you can easily do that by following these simple steps:

  • When creating a proposal, arrive at the Accessory tab 

  • Click on the drop-down arrow to the left of the accessory you would like to include or recommend in the proposal(s) and use the + and - sign to edit the quantity for the accessory

  • Once the quantities are set you can continue building your proposal

  • To review the quantities before presenting to the homeowner, arrive at the Summary tab

  • Click on the Accessory section and you will see the accessories with the customized quantity next to them

  • To see recommended in the Summary, navigate to the bottom of the Summary page and click Recommended

  • If Included the homeowner can find the quantity next to the individual accessories in the proposal that is emailed to them 

  • If Recommended the homeowner can find the quantity at the bottom of installation items in the proposal, in the Recommendations section

Accessories that are INCLUDED in individual bundles will not have the ability to edit the included quantity.

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