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Flexjobs
Customer_Success avatar
Written by Customer_Success
Updated over 2 months ago

OnCall Air is honed to help you sell residential HVAC install and repair jobs at the highest caliber. Flexjobs is our high-powered quoting engine that helps you sell, well, everything else.

Flexjobs is a blank proposal template that allows you to recreate the proposal builder's sleek presentation capabilities to sell Commercial, Electrical, Plumbing, Ductwork, or even your woodworking projects.

1. Describe the Job

Presented proposal in the Flexjobs Template:

proposal builder:

2. Add Inventory

Once you've described the job, you can hammer out the details by adding equipment and installation items:

Select "Add Products" to add inventory from equipment and accessories to your Flexjob.

You can search for your inventory using product name or model number:

Add installation items the same way!

3. Pricing

Define your pricing for the job starting with "Retain item Price Overrides."

When you add inventory to your Flexjob, it automatically generates a price based on the margin (equipment) or multiplier (accessories) you applied in the Pricing Engine:

OnCall Air offers a Price Override feature that gives users the last say in their inventory pricing.

If this feature was utilized on any inventory, keep the override price in your Flexjob by toggling "Retain Item Price Overrides" to YES.


Finally, review the total Pricing Calculation:

The total Pricing Calculation can be determined in two ways:

Once you settle on your total pricing calculation, you've made your Flexjob!

DONE!

Your Finished Flexjob might look something like this when you present it:

Like the image used to sell the above Ductwork Repair? You can use it too! Pull photos from OnCall Air's Flexjob Image Catalog to help your jobs shine.

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