OnCall Air

A guide for admin users to keep your equipment matchups and model numbers current.

Keeping your Equipment Models Current

Active and Archived Consultations

How to return an archived consultation to the active proposals list

Unarchive a Consultation

How to remove a consultation from the active consultation list

Archive a Consultation

How to record even more information about the job and the customer

Set up Survey Questions Checklist

Financing (Text Only Option)

How to save, print, or email an Accepted Proposal PDF using iOS devices

Proposal PDF on iOS Devices

How to send automatic reminders for customers to accept a proposal

Activating Auto Follow-Up Emails

How to use the text only financing option to collect intended method of payment

Use Text Only Options to Collect Intended Method of Payment

AutoPilot Video Tutorial

AutoPilot Overview

Manage your connected warehouses

Carmela Fermin

Christian Sierra

All you need to know about customizing your account

Using Office App

Sorting Installation Items

How to create, edit, and remove Installation Items

Managing Installation Items Catalog

How to only show relevant options when customizing a job

Specific Items for Specific System types

Validation fields needed to import custom equipment with spreadsheet

Custom Equipment Importer Validation Fields

How can I set up equipment outside of connected partners

Creating Custom Equipment Catalog

How to mass upload Custom Equipment using a spreadsheet to import

Mass Upload Custom Equipment via the Importer (Video)

Mass Update Cost of Custom Equipment (Video)

How can I view what accessories are uploaded in my system? And the price?

How do I view a list of my accessories?

Removing an Accessory

Learn how to include up to two accessories automatically for Live Equipment bundles

How to Include Accessories in Live Bundles

Add feature bullet highlights that can be "quick-viewed" on the presented comparison page

How to Add Feature Highlights for Custom Equipment

How OnCall Air can help upload Custom Equipment information, using the Kickstart

Custom Equipment - Kickstart Customer

Live Equipment Manager

Edit the Image of Live Equipment

AHRI for a Subset of Custom Equipment Brands

How to add model numbers to custom accessories

Creating Commercial Quotes with Packaged Unit Systems

How to Add Assets to Custom Accessories

How to activate, add, create, and edit equipment, accessories, and installation items. 

Equipment, Accessories, and Installation Items

Edit Company Information

How to update your profile information, email, or phone number

Update your User Profile

How to add Business Email addresses to receive accepted proposal email notifications

Adding Email Addresses for Accepted Proposal Alerts

How to create and update your company information

Company Profile

How to edit commission tiers for your users in the Pricing Engine

Manage Commission Tiers

How to create and assign commission tiers for each user

Assign Commission Tiers

Setting up Sales Tax

What are Bundle Pricing Rules? How can I create and edit Bundle Pricing Rules?

Creating Equipment Bundle Pricing Rules

Different ways to account for additional or financing fees

How to control the cost of financing

You can add the merchant fee into your proposal, covering the cost, so when offering financing these fees are not coming out of your pocket.

How to build the cost of financing into your sales price

How can I automatically round up my proposals to the nearest dollar?

How to round the total investment

How to customize margins, commission, and pricing rules using the powerful Pricing Engine

Pricing Engine

How to record or apply dealer contribution markup

Using Dealer Contribution on Rebates

How and why would you set up a Discount to be Interactive

Creating Interactive Discounts

How to set up all your discounts in one place

Creating a Discounts Catalog

How to set up all your rebates in one place

Creating a Rebates Catalog

Creating Financing Markdown Discount

What is customer direct rebate and how to use it

Customer Direct Rebate Explained

How to create and manage rebates and discounts on your proposals

Rebates and Discounts

View my Sales Report

Lost by Reasons Report

Consultant Performance Report

Lost in Dashboard Reports

How does Lost status relate to close rate?

Lost Impact on Conversion Rate

Different kinds of reporting and metrics OnCall Air offers

Reporting

How to allow your team to override the price presented to the customer

Setting Adjust Price Permission

Setting Permission to Mark/Unmark Lost

Differences between Admin and Consultant users in OnCall Air

Roles and Permissions Explained

View All Consultations Permission

Edit Users

What different types of users have access to and different user permissions explained

User Permissions

Homepage

Get Started

Terms & Privacy

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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.

Prototype invite-team answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.