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Maximize your HVAC Sales with these 7 Tips

In today’s digital age, HVAC contractors need to leverage technology to streamline their sales processes and enhance customer interactions. One such tool that has proven to be effective in driving HVAC sales success is OnCall Air. This proposal building and sales tool empowers contractors to create content-rich, engaging proposals that customers can interact with digitally. To help you make the most of this powerful tool, we have compiled 7 tips to maximize your HVAC sales game and boost your revenue.

#1 Embed Your Brand

Your brand is a crucial element of your sales process, and OnCall Air allows you to showcase it effectively. By customizing your proposals with branded elements, such as service guarantees, quality checklists, and accolades, you can create a personalized experience for your customers. Make the most of this opportunity to strengthen your brand image and build trust with potential buyers.

#2 Get Creative with Quoting Options

Don’t limit yourself to a one-size-fits-all quoting approach. OnCall Air empowers you to tailor your quotes to each customer’s unique requirements. Whether it’s offering different options for specific areas or mixing service and repair quotes with full installations, flexibility is key. Leverage the platform’s capabilities to provide customized solutions that meet your customers’ needs precisely.

#3 Create a Financing Win-Win

Financing options can significantly impact a customer’s decision-making process. With OnCall Air, you can seamlessly integrate financing solutions, such as Credit for Comfort. By leading with financing options and offering incentives like cash or credit card discounts, you can provide customers with the freedom to choose while increasing the average ticket size by up to 12%.

#4 Pitch Custom Add-Ons

Take advantage of OnCall Air’s ability to recommend additional products and services to your customers. These custom add-ons can go beyond the traditional offerings, allowing you to provide unique solutions tailored to their specific needs. From ductwork enhancements to high-efficiency ductless mini-splits, leverage the power of personalized recommendations to increase sales and provide added value to your customers.

#5 Seamlessly Handle SEER2 Transitions

As the industry transitions to new SEER2 regulations, managing the changes can be a complex task. OnCall Air simplifies this process by handling the updates seamlessly. With automatic updates to series, models, brochures, videos, and more, you can stay up-to-date with the latest information and ensure compliance with evolving regulations. This time-saving feature allows you to focus on what you do best—selling.

#6 Connect with Insights

OnCall Air provides valuable insights into customer behavior and engagement. Leverage this data to gain a deeper understanding of your customers’ preferences, interests, and pain points. By analyzing insights on what customers click on and utilizing automated email reminders, you can increase your close ratio and drive higher sales conversions. Stay connected with your customers throughout the entire sales process and beyond.

#7 Maximize Time Savings

Efficiency is crucial in sales. OnCall Air offers time-saving features that allow you to build proposals in record time, with an average proposal creation time of less than three minutes. Additionally, integrations with distributors and other platforms can further optimize your workflow. By maximizing your time efficiency, you can focus more on selling and building customer relationships.


OnCall Air is a powerful tool that can revolutionize your sales process and help you achieve greater success. By implementing these seven tips, you can enhance your brand presence, customize quotes, leverage financing options, pitch add-ons, navigate industry transitions, gather valuable insights, and optimize your time management. Embrace the capabilities of OnCall Air and watch your sales soar to new heights. Click here to book a demo.

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