Once on the Proposals Builder page, you will see two main filters*:
Select System Type
Select Capacity
These filters help you quickly pull up a list of favorite bundles.
Filters will hide as soon as you switch to a FlexJob section.
* If you have more than one Pricing Profile set up then you will also have an optional Select Profile filter (read more).
Here are a few things to keep in mind when using the filters:
You can type in the dropdown to find what you need faster.
You can scroll inside the dropdown to avoid missing available options.
When you switch between Live and Custom sections, the filters will reset.
As long as you are selecting systems with the same main component (condenser, furnace, etc.) the Capacity will stay the same. Once you switch from, let's say, Split AC with Air Handler to a Ductless, remember to select a capacity again to avoid mistakes.
By default, System Type and Capacity will match the initial selection you have made on the previous Survey page.
Changing the system and capacity on the Survey page does not change the selection on the Proposals Builder.
If you are not finding a System Type reach out to us via chat.
Example of Filters on Proposal Builder:
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