OnCall Air

How to track what happens with your proposal

Proposal History

How to link a financing application or website on a proposal

Financing Hyperlink

How can I send a text or a personalized email to my customer?

Email or Text Proposal Link (Video)

Calm the chaos with these powerful pricing automation features, only available with OnCall Air

Control your Pricing with OnCall Air

How the customer will view recommended add-ons

Presenting Recommended Add-ons

Winning the job, even when you can't be in front of the customer to build a proposal

Tips for Quoting HVAC Jobs Remotely

How to create custom accessories and ideas

Create Unique Custom Accessories

How to send more personal emails with the proposal to your customers

Send Personalized Emails

How to automatically include installation items for some or all system types

Including Installation Items by Default

How can I add certifications, badges, or awards to my proposals?

Adding Awards and Badges

How to quickly view proposal history and essential proposal data

Consultation Info Card

Stop Chrome from suggesting addresses in your capacity field.

How to Disable AutoFill in Google Chrome

How to use Installation items to explain what task will be completed on the job

Use Installation Items to Explain a Job

How you print the "Read More" product details in a clean format.

How to Print "Read More" Product Details

How to immediately re-engage Lost customers

Customer Viewing Lost Quote Alert

How to build a list with expiring proposals for a follow-up

Follow-up on Expiring Proposals

What can you do with proposals marked as lost

Viewing Lost Proposals

Brand Override on Presentation

Some practical ideas for naming your proposal options

5 strategies to naming your quotes

Introduce Gross Profit Dollar targets in your Equipment pricing to stay competitive.

The Hybrid Pricing Model: How to Balance Competitiveness and Profitability

Ben Vides

Carmela Fermin

Helping you maximize the benefit of OnCall Air for your business

OnCall Air Best Practices

Good morning, your personalized daily consultant report has arrived :)

The Daily Consultant Performance Email

An overview of the two daily admin reports to keep track of sales, performance, equipment sold, and much more

The Daily Admin Emails

Potentially Unavailable Equipment (Report)

Reporting and Performance Emails

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