OnCall Air

How to review details of the proposal as you are building it

Using Proposal Options Preview

How to find the right bundles for a proposal faster

Filter System Types and Capacity

SEER2 AHRI Display

Can I present a proposal with multiple system types?

Flexible System Types

How to present multiple capacities within one consultation.

Create a consultation with multiple capacities

How to choose a different Pricing Profile when building a proposal

Select a Different Pricing Profile

View Equipment Bundle Pricing Preview

Building a quote for a multi-level/zone site

Multi-System Proposals

This will guide you on how to select your Custom Equipment Bundles when building a proposal.

Selecting Custom Equipment on a Proposal

How to add options for multiple floors or systems in one proposal

Multiple Systems (video walkthrough)

Here we show you how to add more than one system or system type to a single proposal option.

Multi-System Proposal (Video)

Carmela Fermin

Proposals Tab

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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.

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

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