The HVAC industry continues to evolve – and so does the technology that powers top-performing contractors. In 2025, OnCall Air rolled out a series of powerful sales software updates designed to help HVAC businesses sell faster, increase average ticket size, and operate more efficiently.
From Autopilot sales automation to Data+ performance insights and more scalable proposal tools, these features reinforce OnCall Air’s role as a sales engine built for HVAC, by HVAC.
Below, we break down the most impactful OnCall Air feature releases of 2025 and how each one helps contractors drive revenue and efficiency.
Autopilot: Automated Sales That Work in the Background
Keyword focus: HVAC sales automation software, automated HVAC proposals
Autopilot is one of OnCall Air’s most powerful 2025 releases – it allows contractors to create rule-based automations that consistently include the right accessories and recommendations in every proposal.
With Autopilot, contractors can:
- Create rules to automatically Include or Recommend Add-ons
- Pre-package accessories for any equipment matchup
- Establish a consistent, repeatable sales process
- Minimize the risk of missing accessories or add-ons
- Save valuable time when building proposals
This feature ensures every opportunity is worked consistently, helping contractors close higher-value jobs without adding admin time.
Data+: Deeper Business Insights for Smarter HVAC Decisions
Keyword focus: HVAC sales analytics, HVAC performance data
Data+ gives HVAC business owners clear visibility into sales performance, proposal activity, and consultant effectiveness – so decisions are driven by data, not guesswork.
With Data+, contractors can:
- Track where products are sold and identify high-value proposals
- Filter and compare performance over time
- Analyze accepted, declined, and lost quotes to re-engage opportunities
- Monitor consultant metrics, close rates, and progress toward goals
- Identify top-performing financing and promotion offers
- Export reports and view Side Notes for real-world market insights
With powerful yet simple filters, interactive charts, and one-click reports, Data+ makes it easy to uncover insights that drive smarter growth.
Bundle Tagging and Expansion: Scalable, Organized Proposal Building
Keyword focus: HVAC proposal bundles, HVAC sales efficiency, HVAC proposal organization
Bundle Tagging and Expansion gives contractors more control and flexibility when building and managing proposal bundles – especially as their catalog and team grow.
With this update, contractors can:
- Create up to 20 bundles per capacity, making it easier to support more equipment options and proposal scenarios
- Apply bundle tags to quickly organize, search, and filter bundles across the platform
The result is a cleaner, more scalable proposal process that boosts productivity for technicians in the field and reduces the learning curve for new team members, without adding complexity.
View Accepted and Declined Recommendations: Visibility That Drives Improvement
Keyword focus: HVAC proposal analytics, sales performance tracking
This update gives contractors clear visibility into what customers say yes to – and what they don’t.
By viewing accepted and declined recommendations, teams can:
- Improve recommendation relevance
- Adjust sales strategy based on real customer behavior
It’s a critical feedback loop for improving close rates and average ticket size.
Added Indoor Ductless Equipment Type: Expanded System Coverage
Keyword focus: ductless HVAC sales software, multi-zone ductless proposals, mini-split quotes
OnCall Air expanded its equipment support in 2025 with the addition of Indoor Ductless Equipment Types, making it easier to sell and configure modern ductless systems.
This update enables contractors to:
- Streamline the workflow for multi-zone ductless systems
- Build accurate, professional ductless and mini-split proposals
- Offer more system options confidently
- Serve a wider range of residential applications and retrofit projects
By supporting indoor ductless equipment types, OnCall Air makes complex ductless quoting faster, cleaner, and more scalable.
Control Connected Warehouses: Real-Time Inventory Confidence
Keyword focus: HVAC inventory integration, live pricing and availability
With Connected Warehouse Controls, contractors gain better control over pricing and inventory visibility. This feature helps ensure:
- Improves order accuracy
- Gives field techs instant visibility into parts availability
This reduces errors at the point of sale and prevents delays after the job is sold.
Expanded Capacity Ranges for Boilers & Packaged Units
Keyword focus: commercial HVAC proposal software, boiler proposal organization, packaged unit sizing
OnCall Air now supports expanded capacity ranges for boilers and packaged units, including commercial packaged units, giving contractors more flexibility and clarity when building proposals.
This update allows contractors to:
- Serve light commercial and commercial jobs
- Build compliant proposals across more applications
- Organize boilers more efficiently by capacity, instead of grouping everything above 120 BTU into a single section
With expanded ranges, contractors can structure their boiler offerings more logically – making proposals easier to build, easier to understand, and easier to scale as system options grow.
Features Built to Win
These 2025 HVAC sales software updates are designed to help HVAC contractors sell with confidence, stay consistent, and scale without complexity.
If you want to see how Autopilot, Data+, and smarter proposals can impact your business, now is the time to explore what’s new in OnCall Air.
