OnCall Air

Printing a Proposal Option

M1 AHRI Ratings on Consumer Consultations

Emphasize Value before Price

How to review proposal pricing breakdown?

Viewing Proposal Inspector

How can I build a proposal that only has accessories?

Building Accessory Only Proposals

Assigning a Consultant

What will my customer see when a proposal expires?

Expired Proposals

How to create a new Consultation. How to assign a consultation to a consultant.

Creating a new Consultation

How to view, search, and filter proposals.

View, Search, and Filter Proposals

Accept a Proposal

How to search and build a consultation from draft

Building a Consultation from Draft

How to include Proposals in a Consultation.

Include Proposals in a Consultation

Email Single Proposals

Explanation of draft, presented, accepted, and lost statuses

Consultation Statuses

Sending multiple proposals in a beautiful format is not a luxury, but a necessity

Comparison View

Lost Status and Expiration

Accepting Proposal on Consumer's Behalf

How to send multiple proposals in one email.

Email Multiple Proposals

Marking a consultation as lost and adding notes

Adding Lost Notes

How to see the explanation of the Lost status

View Lost Notes

Lost Status and Archived

How to make a Lost proposal available to the customer again

Removing Lost Status

Selecting Lost Reasons

We will explain how you can unaccept and edit a Proposal

How to go back and edit a presented or accepted Proposal?

How to practice building proposals without any risk

Proposals in Test Mode

How to build a multi-zone ductless proposal

Adolfo Rodriguez

Kyle

Proposals

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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.

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.

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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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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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