OnCall Air

How to include or recommend unique value on any quote

How to Build a Proposal with FlexJobs

Rename the FlexJob

How View/Edit works from Catalog and inside a Proposal

Customizing Before vs After

How to review any customization added on a FlexJob once the proposal is not in Draft

FlexJob Customizations on Sold or Presented

When to use a FlexJob vs Standard System Quote

Building Proposal with FlexJobs or Systems

How to build up product and service recommendations

Recommending a FlexJob

Use dynamic editing of a FlexJob to make changes "on the fly" to a proposal and to build more complex quotes, like multi-zone ductless!

Customizing a FlexJob when building a Proposal

How will the homeowner understand the value of your unique services?

FlexJob on Presented Proposal

What happens to the proposals when you make changes to install items

Case: Updating Installation Items

Understanding how FlexJob pricing is calculated on any proposal

[Admin] Reviewing FlexJob Inspector

Carmela Fermin

Building a Proposal with FlexJobs

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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.

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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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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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