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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.


After the enrollment call, our team will send you the custom online form to securely submit your registration.


­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 2 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 Sponsorship Requirements

OnCall Air is available to HVAC contractors who are sponsored by one of our Connector Partners, including:

  • Baker Distributing (Jan, 2019)
  • Carrier Enterprise (CE)
  • Comfort Products (CE)
  • East Coast Metal
  • Gemaire
  • Heating & Cooling Supply (Gemaire)
  • Homans Associates
  • WWG Totaline (CE Canada)

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

In addition to products sourced from our connected supply partners, 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.

Our team will explain during the onboarding process how to add and maintain these products in your system.