OnCall Air recently hosted its first-ever Live Contractor Panel. Four HVAC business owners and sales managers from Texas, North Carolina, Arizona, and South Florida sat down and told the truth about what’s actually moving the needle in their businesses and how they are growing sales with OnCall Air. No sales pitch. No polished scripts. Just contractors talking to contractors about what works.
Timestamps:
- 00:00 – Welcome & Introductions
- 07:09 – Biggest Sales Bottlenecks (Before vs After OnCall Air)
- 12:05 – How OnCall Air Increases Close Rates
- 14:22 – Best Practices to Increase Average Ticket Size
- 16:54 – Automating Upsells with Autopilot
- 18:54 – How to Motivate Your Sales Team
- 21:03 – Creating a Consistent Sales Process with OnCall Air
- 23:31 – Quoting Complex Jobs with FlexJobs
- 27:10 – How Fast Can You Build a Proposal?
- 27:57 – Instant Access to Live Proposals & Training New Techs
- 29:38 – Why Homeowners Love These Proposals (and How It Drives Reviews)
- 31:51 – Using OnCall Air with Housecall Pro
- 33:51 – Using OnCall Air with ServiceTitan
- 35:23 – How to Recommend Add-Ons (Autopilot + FlexJobs Strategy)
- 38:24 – Financing Strategies That Help Close More Deals
- 40:36 – You Can’t Lose with OnCall Air
- 41:15 – How to Use OnCall Air Data to Improve Sales Performance
- 44:28 – Advice for Contractors Looking to Grow: Know Your Numbers
- 47:51 – Why OnCall Air is a Game-Changer for Contractors
- 50:46 – Q&A
- 51:18 – ServiceTitan and Housecall Pro Integrations
- 52:29 – GoodLeap Financing Integration: ‘Best Financing Ever’
- 54:50 – Financing Options in OnCall Air
- 56:21 – Proposal Expiration & Activity Tracking To Close Sales
The Panel
- Eddie Simmons— Residential & Finance Sales Manager, Bass Air Conditioning, Fayetteville, NC (32 years in the trade, $5.2M in personal sales)
- Chuck Warner— Sales Manager, Joplin’s Air Conditioning & Heating, McKinney, TX (nearly 50-year-old company, 24 field technicians)
- Jake Angel— Owner, Angel Air Cooling & Heating, Queen Creek, AZ (20 years in business)
- Kyle Ricciardi— Owner, AC Authority, Port St. Lucie, FL (founded 2019, OnCall Air user since 2020)
The #1 Sales Bottleneck: Time
Before OnCall Air, every contractor on this panel described the same problem. They were slow. They were inconsistent. Some were on Word documents. Some were still on carbon-copy paper invoices. One of them admitted he was spending more time fighting page margins than actually talking to homeowners.
“It was the time frame, without a doubt. Once you get OnCall Air tuned up, it’s like a flat-rate price book for new equipment. Creating an estimate that’s professional and looks great — it takes 5 to 10 minutes at most. And they’re easily modifiable.” – Jake Angel — Angel Air Cooling & Heating, Queen Creek, AZ
For Chuck Warner, running 24 technicians meant the bottleneck wasn’t just speed — it was consistency. Every tech quoting a little differently. No centralized information. Proposals that could take days to put together and still come out wrong.
“We were able to take all the information from all the equipment, everything that needed to go into the install, and bundle it in one place. It was very easy for the techs to pull that up and get the customer the information faster. It probably cut days off of doing a proposal and getting that install completed.” – Chuck Warner — Joplin’s Air Conditioning & Heating, McKinney, TX
Speed by the numbers:
Eddie Simmons made it plain the morning of the panel itself. A service tech was on a warranty call at 9:39 a.m. Eddie emailed a proposal on the spot. Seven minutes later, the homeowner clicked accept. Install scheduled for Thursday.
His standing rule for his team: “Time kills deals.”
Why OnCall Air Proposals Close More Jobs
Speed gets you in front of the customer. The proposal is what closes them.
Kyle Ricciardi has been in the trade for 20 years. He’s sold on carbon copy, over the phone, on a notepad, and on a handshake. His take on what actually changed his close rate wasn’t a script or a sales technique — it was what the homeowner sees.
“This is your third largest purchase in the home — after your house and your car. They’re about to spend this big chunk of change and they don’t even really see what they’re getting. A model number or a SEER rating on a sheet of paper — there’s no real connection. Being able to tap on it, scroll through it — we’re a nation of scrollers — OnCall Air definitely scratches that itch.” – Kyle Ricciardi — AC Authority, Port St. Lucie, FL
The result? Kyle’s customers leave 5-star reviews — and without knowing it, they’re describing OnCall Air features. Words like “confident in my decision” and “comfortable reviewing the product” keep showing up. The proposal earns the review.
Eddie’s approach to closing is just as direct. He doesn’t try to sell. He puts the proposal in front of the homeowner and stops talking.
“I get so many times, ‘Thank you for not selling me and letting me pick out what I needed for my home.’ OnCall Air allowed me to stop being a salesman. Put the solution in front of them. Let them buy it.” – Eddie Simmons — Bass Air Conditioning Company, North Carolina
How to Raise Average Ticket Size — Without Pressure
Bigger tickets don’t come from pushing harder. They come from giving homeowners more to say yes to. The contractors on this panel have built a system around that.
Lead with financing. Always.
Eddie doesn’t use the word “financing.” He calls them promos. He presents two options — a monthly payment or 12 months no interest — and asks which one fits the customer’s budget. By the time he’s done, the customer has chosen their own path. He doesn’t assume they need it or don’t need it. He just puts it out there and lets them decide.
Use Autopilot to recommend add-ons on every job.
OnCall Air’s Autopilot feature lets you set rules — when you quote a specific brand, model, or equipment type, the system automatically recommends accessories: UV lights, air purifiers, surge protectors, thermostats, IAQ packages. It happens on every job, whether your tech remembers to bring it up or not.
Kyle’s current strategy: preload the full package with every recommended accessory, show the homeowner the best-case total, then let them remove items if they want to lower the price. Nobody likes to watch a price go up. Everybody likes to watch it go down.
“Always recommendations. Always. Make the customer remove them — and you’d be surprised how many keep them.” – Jake Angel — Angel Air Cooling & Heating
Complex Jobs Don’t Have to Take All Day
Not every job is a straight equipment swap. Ductwork overhauls, multi-zone mini-splits, insulation installs — these jobs used to eat an hour or more of quoting time. FlexJobs changes that.
Kyle’s team has built out 10–12 FlexJob templates: ductwork packages in platinum, gold, silver, and bronze. Mini-split jobs tiered the same way. Each template is preloaded with every possible line item. In the field, the comfort advisor strips out what doesn’t apply and hits send.
“$20,000 ductwork packages — still 5 minutes. Multi-head mini-split project — still 5 minutes. Insulation jobs — still 5 minutes. It’s blazing fast.” – Kyle Ricciardi — AC Authority, Port St. Lucie, FL
Eddie handles some of the most complex jobs in North Carolina — multi-zone systems, refrigerant line reroutes, custom configurations. Before: 2–3 hours grinding through an estimate. Now: 15–20 minutes, sitting across from the homeowner, looking like he had it together from the start.
Train New Techs Faster. Manage Your Team From Anywhere.
OnCall Air doesn’t just make experienced reps faster. It makes new technicians capable before they’re ready to be on their own.
Jake described it plainly: a young tech in the field texts him with a question about a quote. Jake logs into the same proposal from wherever he is, reviews it live, asks a couple of questions, and the tech is back on track — without Jake ever leaving his location. Chuck has done the same thing from a beach on vacation.
That real-time visibility also changes how you manage performance. Kyle auto-sends his daily OnCall Air coaching report straight to his team’s Slack channel. Everyone sees the same numbers.
One metric Kyle watches closely: proposal activity tracking. If a homeowner says they’ll think about it but has opened the proposal 42 times at 3 a.m., that’s a buyer. If they haven’t clicked once, that’s a different conversation. Knowing the difference changes how your team spends their follow-up time.
“My comfort advisor will reach out and say, ‘Did you get that proposal?’ And they say, ‘Oh yeah, I got it’ — but they’ve never opened it once. Then there’s the other one: ‘I’ll get around to it.’ They’ve opened it 42 times that week. They’re 3 AM scanning different options. It gives us clarity to position ourselves better.” – Kyle Ricciardi — AC Authority
Works With the Software You’re Already Running
OnCall Air plugs directly into the platforms contractors already use.
- ServiceTitan: Chuck’s team at Joplin’s has used OnCall Air alongside ServiceTitan for nearly six years — even after ServiceTitan launched its own proposal tool. He tried it. His verdict: “It paled in comparison. I’m still paying for OnCall Air because it’s that much better.” Item-to-item mapping integration is now live, so every line item in your OnCall Air proposal maps directly into ServiceTitan.
- Housecall Pro: Jake’s CSR pulls customer data from Housecall Pro directly into OnCall Air. By the time the tech reaches for their tablet on-site, the proposal is already prepped and waiting. No re-entry, no fat-fingered email addresses, no lost proposals.
- GoodLeap Financing: All four contractors use it. Eddie called it flat-out the best financing he’s ever used. GoodLeap approves down to 640 credit scores, pre-approval takes 4–5 minutes, and it outperformed every local bank and credit union Eddie had used previously. Jake added: “Their cost to contractor is real nice.”
You Can’t Grow What You Can’t Measure
Jake’s advice to any contractor trying to scale was direct: know your numbers before anything else. He learned it the hard way — years of growing the company without being profitable because he didn’t know his break-even point.
OnCall Air’s pricing tools let you set those parameters so your field team can’t accidentally undercut your margins. Set the floor. Let the platform enforce it. In slow season when the pressure to discount is real, those guardrails protect you.
Chuck uses OnCall Air’s data to track which brands his techs are quoting and which equipment homeowners are actually choosing — useful information when you’re managing multiple product lines and trying to keep inventory decisions sharp.
And then there’s Eddie’s number.
“The first time I used OnCall Air versus my handwritten estimates, it was an $87 difference. Doing it digital — they loved it. I looked at my VP of operations and smiled. I said, ‘Game changer.’ That’s back when I was doing a million-seven, two million a year. This year, I closed $5.2 million in sales.” – Eddie Simmons — Bass Air Conditioning Company, North Carolina
Eddie is currently ranked #1 on the SBE training platform — out of all salespeople on the platform — and his team is spread across the top 10. When asked what he’d tell a contractor who’s still on the fence, he didn’t overthink it:
“Scared decisions don’t make money. If you take the risk and let OnCall Air be the game changer, you’ll be successful. It has supported the lifestyle that I’ve come to enjoy, as well as my family.”
Frequently Asked Questions About OnCall Air
OnCall Air is a digital proposal platform built specifically for HVAC contractors. It eliminates the biggest bottlenecks in the sales process: slow proposals, inconsistent presentations, missed upsell opportunities, and poor homeowner experience. Contractors who previously spent hours building quotes on Word documents or carbon-copy invoices can now build a complete, professional proposal with photos, product details, tiered options, and financing in under 5 minutes — right in front of the homeowner on a tablet.
OnCall Air improves close rates in two primary ways. First, it eliminates the delay between the service call and the proposal — faster quotes mean fewer homeowners shopping around or cooling off. Second, the interactive digital proposal gives homeowners a visual, scrollable experience with product images, descriptions, tiered pricing options, and built-in financing — so they can make a confident decision on the spot instead of staring at a model number on a sheet of paper. Contractors report that customers regularly leave 5-star reviews specifically describing the proposal experience without even realizing it.
Yes. OnCall Air integrates directly with ServiceTitan. Item-to-item mapping is now live, meaning every line item from your OnCall Air proposal maps directly into ServiceTitan — no manual re-entry.
Yes. OnCall Air integrates with Housecall Pro. Verified customer data — names, addresses, contact information — pulls directly from Housecall Pro into OnCall Air. Your CSR can have a proposal ready before the tech even grabs their tablet on-site. This eliminates manual re-entry, reduces errors, and speeds up the quoting process significantly. For contractors using both platforms, the workflow is: CSR creates the record in Housecall Pro, that data syncs to OnCall Air, and the tech opens a proposal that’s already prepped and waiting for them to finish on-site.
Autopilot is an OnCall Air feature that automatically recommends add-on products and accessories based on rules you configure — by brand, equipment type, or model number. When a tech builds a proposal for a specific heat pump, Autopilot can automatically add IAQ products, UV lights, air purifiers, surge protectors, and smart thermostats without the tech needing to manually recommend each item. This ensures upsells happen on every single job regardless of whether your tech remembers to bring it up. On average, 1 in 3 homeowners adds recommended items.
FlexJobs is an OnCall Air feature for complex or non-standard jobs that go beyond a straightforward equipment replacement — ductwork overhauls, multi-zone mini-split installs, insulation work, custom configurations. Contractors build templated packages (tiered platinum, gold, silver, bronze options work well) preloaded with every possible line item. In the field, techs simply remove what doesn’t apply to the job and send the proposal. A $20,000 ductwork package that might traditionally take an hour to quote manually can be built in 5 minutes with a FlexJob template.
OnCall Air supports multiple financing integrations and lets you present up to five financing options simultaneously within a single proposal — different terms, monthly payments, and promotional rates — so homeowners can choose what fits their budget. GoodLeap is a preferred OnCall Air financing partner. It approves homeowners down to 640–650 credit scores, pre-approval takes 4–5 minutes, and contractors across the panel reported better close rates with GoodLeap than with traditional local banks or credit unions. Contractors can also configure cash pricing within the platform so credit card processing fees are covered when homeowners pay out of pocket.
Yes on both. OnCall Air tracks proposal activity in real time — how many times a homeowner has opened the proposal, which options they viewed, and when. This gives your sales team a critical edge on follow-ups. If a homeowner has opened a proposal dozens of times and keeps reviewing a specific option, your rep can call and lead with that — turning a vague “just thinking about it” into a real closing conversation. Proposals can also be set to expire after a defined window (7 days is common practice) to prevent homeowners from using your quote to shop competitors. Extending a proposal is a one-click process that doesn’t require rebuilding the estimate from scratch.
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