Showing financing options on your proposals is easy and effective. Sometimes, financing might be critical for closing your sales. That's why it's important to give customers more choice and flexibility that they need.
With OnCall Air, you will have a few ways to manage your financing costs:
A. As Part of the Equipment Bundle
B. As a Financing Option Markup
C. As a Mixed Model
A. As Part of the Equipment Bundle
This will allow you to set financing costs as a buffer on all jobs that are closed with or without financing. The buffer does NOT apply it to the total investment of the job, so it's important to calculate it accordingly.
B. As a Financing Option Markup
Another way is to control your dealer's fee on the Financing Option level. Inside every financing option created in Office >> Settings >> Finance Options, set your Financing Markup to the value of the dealer's/contractor fee that you have with your bank:
C. As a Mixed Model
You can also have some portion of the fee set up as a buffer in the equipment bundle cost and some on each financing option. Or setting up all your Financing Markups at an average amount and assigning it to all financing options.
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