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Frequently Asked Questions

Getting Started

What is OnCall Air?

OnCall Air is HVAC sales software that helps contractors create interactive proposals, present financing options, track customer engagement, and close more jobs. It combines proposal creation, distributor integrations, live pricing, financing tools, automated follow-up, and reporting in one platform built specifically for HVAC contractors.

Unlike generic proposal software, OnCall Air was designed around the real HVAC sales process. Every feature exists to help contractors quote faster, sell more effectively, and increase average ticket size.

OnCall Air is built for HVAC contractors of all sizes, from owner-operators to multi-location enterprises. The platform helps contractors streamline proposal creation, improve sales consistency, and increase close rates.

OnCall Air is commonly used by:

    • Owner-operators and small HVAC businesses looking to create professional proposals and compete with larger companies
    • Growing HVAC companies that need a repeatable sales process and better visibility into performance
    • Sales managers who want reporting, pipeline visibility, and coaching tools
    • Family-run businesses that want to reduce administrative work
    • Large HVAC organizations that need standardized proposals and reporting across multiple teams

If your business sells HVAC equipment, repairs, maintenance agreements, or related home services, OnCall Air is designed for you.

A typical onboarding process takes approximately three weeks and includes guided implementation sessions with the Customer Success team.

For contractors purchasing equipment through participating Watsco distributors, setup can be significantly faster because pricing, inventory, product information, and media assets can be automatically connected to the account.

Self-guided onboarding is also available for teams that prefer to move at their own pace.

OnCall Air uses usage-based pricing, so you only pay for the proposal volume your business actually generates each month.

Pricing is based on the number of proposals you send each month, and your monthly cost automatically adjusts with your usage. All plans include unlimited users, so you can add salespeople, managers, and office staff without increasing your subscription cost. Additionally, quotes under $1,000 do not count toward your monthly usage.

OnCall Air is offered as a monthly subscription with no annual contract required. For the latest plan information, visit the OnCall Air pricing page.

Proposals & Closing Jobs

OnCall Air helps HVAC contractors increase close rates by making proposals easier for homeowners to understand, compare, and approve. The platform combines digital proposals, financing options, customer engagement tracking, and automated follow-up tools in a single sales workflow.

Key features that help improve close rates include:

    • Interactive digital proposals that homeowners can review on any device
    • Customer engagement tracking that shows when proposals are viewed
    • Automated email follow-ups
    • Financing options displayed directly inside proposals
    • Rule-based recommendations for upgrades and add-ons

Instead of guessing when to follow up, contractors can see exactly when a customer is engaged and respond at the right time.

Yes. OnCall Air is designed to help HVAC contractors increase average ticket size by presenting upgrade options, accessories, financing, and premium equipment in a clear, professional, and interactive format through:

    • Rule-based automations that surface IAQ products, extended warranties, smart thermostats, and accessories directly within proposals
    • Rich product content, including embedded videos, specifications, and brochures, that helps customers understand the value of upgrades before you even get on the phone
    • Four side-by-side good-better-best pricing tiers that encourage customers to self-select into higher-value options

When homeowners understand the value of available options, they are more likely to choose higher-value solutions.

Yes. OnCall Air includes real-time proposal tracking that allows contractors to monitor customer engagement after a proposal is sent.

You can view:

    • Whether the proposal has been opened
    • When it was last viewed
    • Which sections received the most attention
    • How often the customer returned to review it

This visibility helps contractors prioritize follow-up efforts and have more informed sales conversations.

Yes. OnCall Air allows contractors to include accessories, indoor air quality products, warranties, smart thermostats, and other upgrades directly within proposals.

With OnCall Air’s Autopilot feature, contractors can create rule-based automations that automatically include or recommend accessories based on factors such as system type or brand. This helps ensure the right products and services are presented on every quote without additional manual work.

Yes. OnCall Air can be used for a wide range of residential and commercial service offerings in addition to HVAC equipment replacement.

Contractors commonly use the FlexJob feature for:

    • HVAC repairs
    • Insulation projects
    • Generator installations
    • Plumbing services
    • Electrical services
    • Solar projects
    • Geothermal systems

This allows businesses to manage multiple revenue streams through a single proposal platform.

CONNECTed Distributors

OnCall Air integrates with major Watsco distributors to provide contractors with real-time pricing, inventory availability, AHRI data, and product information.

Connected distributors include:

    • Carrier Enterprise
    • Baker Distributing
    • Gemaire
    • East Coast Metal Distributors
    • Peirce-Phelps
    • Homans Associates
    • TEC
    • Heating and Cooling Supply
    • Sigler

These integrations help contractors create proposals using accurate equipment information without manual data entry.

Connected distributor integrations help HVAC contractors create more accurate and efficient proposals by automatically syncing important product information.

Benefits include:

    • Daily pricing updates
    • Live inventory visibility
    • AHRI match information
    • Product specifications and media
    • Equipment brochures and videos
    • Quick Order functionality

By eliminating manual updates, contractors can spend less time building proposals and more time selling.

Yes. OnCall Air can be used with equipment from any manufacturer or distributor.

Contractors using non-connected distributors can manually upload equipment information and still access core platform features including:

    • Interactive proposals
    • Financing presentation
    • Proposal tracking
    • Automated follow-up
    • Reporting and analytics

A bulk upload toolkit is available to simplify equipment management.

Financing

Yes. Financing options can be presented directly inside OnCall Air proposals, allowing homeowners to view estimated monthly payments while reviewing equipment options.

With Finance+, customers can:

    • Review financing information within the proposal
    • Explore available payment options
    • Submit financing applications

Displaying financing during the buying process can help reduce payment concerns and support faster decision-making.

Financing can help increase HVAC close rates by making system replacements more affordable for homeowners. Many customers evaluate projects based on monthly payments rather than total installation cost.

By displaying financing options directly within the proposal, OnCall Air helps contractors introduce affordability earlier in the sales conversation and reduce purchase hesitation.

Integrations

Yes. OnCall Air integrates with ServiceTitan and complements its field service management capabilities.

Many contractors use ServiceTitan to manage scheduling, dispatching, invoicing, and operations while using OnCall Air to improve proposal creation, financing presentation, and sales performance.

Together, the platforms create a connected operational and sales workflow.

Yes. OnCall Air integrates directly with Housecall Pro, allowing HVAC contractors to create proposals from Housecall Pro and automatically sync customer and job information between both platforms.

The integration helps eliminate duplicate data entry and creates a seamless workflow between operations and sales.

With the Housecall Pro integration, contractors can:

    • Launch an OnCall Air proposal directly from Housecall Pro
    • Automatically transfer customer information into OnCall Air
    • Generate and send HVAC proposals through OnCall Air
    • Sync approved proposals back to Housecall Pro
    • Automatically create and link jobs to the correct customer record
    • Store signed proposal links directly within Housecall Pro job notes
    • Transfer proposal totals back into Housecall Pro automatically

Many contractors use Housecall Pro to manage scheduling, dispatching, invoicing, payments, and customer records, while using OnCall Air to create professional HVAC proposals, present financing options, and increase close rates.

The result is a connected workflow that reduces administrative work, improves data accuracy, and helps contractors move from lead to sold job more efficiently.

Add-ons

OnCall Air Warranty+ is an extended labor warranty program that allows HVAC contractors to offer 5-year and 10-year labor coverage for all HVAC brands and system types using a single SKU.

Built directly into OnCall Air, Warranty+ simplifies warranty sales, registration, and administration by eliminating the need to manage separate warranty products for different manufacturers or equipment categories. Contractors can present labor warranty protection directly inside proposals, creating additional revenue opportunities while providing homeowners with long-term peace of mind.

OnCall Air Data+ is a sales analytics and reporting add-on that turns your HVAC proposal and sales activity into clear, actionable insights so you can understand what’s driving revenue, close rates, and lost opportunities.

Instead of guessing performance, Data+ shows exactly what’s working across your sales team and proposals.

Data+ includes:

    • Key sales metrics and proposal activity insights
    • Sales performance broken down by consultant
    • Interactive charts, graphs, and filtering tools
    • One-click exports for bundles, FlexJobs, equipment, and accessories

Data+ Advanced adds:

    • Product-level search to see where items were sold
    • High-value proposal insights and performance comparisons over time
    • Advanced filters for deeper reporting and analysis
    • Lost quote review with notes and maximum value tracking for re-engagement
    • Webhooks for proposal events and sold proposal data

Sales Coach (included with Data+ Advanced) provides:

    • Close rates and closed sales tracking by consultant
    • Monthly sales goals with daily progress updates
    • Access to consultant notes across quotes for real sales insight
    • AI voice recaps highlighting wins, trends, and opportunities across your team

Data+ is available as a $49/month single-user license or a $99/month company-wide license, and can be self-activated directly inside OnCall Air.

Support & Security

OnCall Air provides onboarding assistance, training, and ongoing customer support to help contractors successfully implement and use the platform.

Support includes:

    • Guided onboarding sessions
    • Customer Success assistance
    • Additional training opportunities
    • Phone support
    • Website chat support

The goal is to help contractors get value from the platform as quickly as possible.

Yes. OnCall Air includes security controls designed to protect customer information, pricing data, and business records.

Security features include:

    • Role-based user permissions
    • Activity and audit tracking
    • Controlled access to sensitive information
    • User accountability reporting

These tools help businesses manage access while maintaining visibility into platform activity.

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