OnCall Air

Which Distributors Does OnCall Air Connect With?

For when you need to stop sending auto followup emails to your customers

How to Stop Auto Follow up Emails?

Common questions about Sales Tax in OnCall Air

Sales Tax FAQ

How recommended accessories are ordered when presenting a proposal

What Order Are My Recommended Accessories Placed?

OnCall Air provides a Proposal Inspector that is useful as an Installer Sheet

Is There a Job Sheet for the Installer?

Can I download an OnCall Air App?

How to Save, Print, or Email Proposals from your desktop in PDF format

Save a Proposal PDF on a Desktop Computer

Included accessories pricing in a presented proposal

Why do accessories on the summary page not have a price but say "included"?

Contact information for the support and customer success team

How to Contact the OnCall Air Team

Give us a like, follow, or comment on our social platforms

Where can I find OnCall Air content?

How to share feedback, ideas, suggestions, success stories, and more with the OnCall Air team

How Can I Share Feedback About OnCall Air?

How to change, upload, or modify your company logo and badges as they appear on presented proposals

How to update My Company Logo

How to login to your OnCall Air account and reset password

How to Login to OnCall Air

Think of your OnCall Air costs as another material in your job quote

Covering your software costs in a quote

Use a single email address with multiple OnCall Air accounts

How Can I Have Multiple User Logins Across Accounts?

Manage your connected pricing, even when surcharges are added to your equipment

Handling Additional or Special Charges

A quick "reset" to fix loading issues and get you back to work.

🛠️ Fix loading issues: The "Hard Refresh" Guide

Ben Vides

Carmela Fermin

Customer_Success

Curated list of the most commonly asked questions

Frequently Asked Questions

Homepage

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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