OnCall Air

Getting Started with OnCall Air

What are the main components that make a proposal?

Main Components of a Proposal

Configure Pricing on Accessories

Customer_Success

Adolfo Rodriguez

Getting Started

Available categories for equipment matchups in bundle manager "Select System Type"

System Types List

Configure Live Bundles (Video)

Create Custom Equipment and Set Up Custom Bundles

Create Custom Equipment and Set Up Custom Bundles (Video)

Missing Live equipment? You may need to activate the series (Video)

What is alternate equipment? Where I can edit alternate equipment?

Overview of Alternate Equipment

Overview of Bundles

Configure Equipment

How to setup your pricing engine and equipment bundle pricing

Pricing Engine Introduction (Video)

Add and Price Live Accessories (Video)

Add and Price Installation Items (Video)

Setting up equipment pricing in the pricing engine

Configure Equipment Pricing

Building a Proposal Video

Presentation of a Proposal (Video)

Build and Present a Proposal

Add and edit your About the Company, Terms and Conditions, Payment Terms, and Other Forms and Contracts in the Company Profile in the Office

How to add and edit your About the Company and Terms and Conditions

How can I upload my Financing Plans? Add a financing plan, standard

Managing Financing Options (Video)

Add New Users

Setting up your business details and the company info shown on the proposals

Managing your Company Information

Customizing email templates in the office

Managing Email Templates

How to add live accessories in the office

Add Live Accessories (Video)

How to change expiration dates in the office and on a proposal

Managing Expiration Dates: Global and Consultation-Level Control

Admin settings that can be edited and customized on the backend

Office Settings

Initial Setup Video (Office)

Everything you need to know about how to setup your OnCall Air account on your own

Initial Setup Tutorial (45 minutes)

Homepage

Get Started

Terms & Privacy

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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