The Finance+ Add-On with OnCall Air allows companies to easily upload financing plans, offer them inside your proposals, and have consumers be approved instantly!
To activate the integration with the existing Finance+ account please chat with our team.
How does it work?
From OnCall Air Office >> Settings >> Finance Options >> Add New Plan >> Finance+
Select a plan from a dropdown (make sure you only select the ones that you have already set up on the Finance+ app - otherwise they will not work !!!! )
Name it by adding the label that the consultants will see
Update financing markup to reflect your cost - by default it is going to be populated by the merchant fee (read more)
SAVE
IMPORTANT:
Make sure to send yourself a test link before showing it to the customers and confirm the Company name and your name on the link are correct
Example of creating a Finance+ plan:
Read next: