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Get Started

Our Customer Success team walks you through each step of the onboarding process.

Enrollment Call

Ready to start, or just want to talk to us in more detail? Schedule your enrollment call to discuss the program with our specialists.

Welcome Pack

If everything checks out on the Enrollment Call, our team will send you the Welcome Pack, which contains our terms of service and a link to submit your onboarding fee.


­We’ll start the Onboarding phase to gather the right data and configure your system. Check out the video below to see just how easy Onboarding is.

It typically takes less than 5 business days to be ready to start creating beautiful, easy digital proposals that win more business!

The Enrollment Phase

Once we receive your sign-up, we’ll reach out to schedule an enrollment call. During that call, we’ll walk you through the process, the terms of service, pricing, and answer any questions you may have. You’ll then receive the enrollment link to review the terms of service and submit the onboarding fee.

A Note on Eligibility Requirements

At the moment onboarding is only available for residential HVAC contractors who can access our Connector Technology. Sign up for our updates below. and we’ll keep you posted as we add more connectors.

Onboarding Made Easy!

Our Customer Success team will work closely with you during the onboarding phase to make sure all of your preferences and business processes are properly configured in the system.

Check out the video below to see how easy the onboarding can be!

Custom Accessories & Service Plans

OnCall Air handles products and services that are unique to your business ­­–regardless of the source or supplier.  These products may include custom thermostats, IAQ devices, or even branded service or maintenance plans.

Each standard configuration supports the following custom products:

Up to 10 unique custom accessories, such as Thermostats or IAQ devices, with pricing updates up to 4 times per year.

­Up to 10 unique service plan offerings, fully merchandised with a custom graphic, and a marketing description that helps your product stand out.


Equipment sourced separately can be loaded through our Custom Connectors. Speak to our team for more information on building a custom connector to load your equipment.