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Welcome To OnCall Air

We are excited that you’ve joined the OnCall Air community! Our powerful features were created to help streamline your sales process.

We’ll guide you through configuring your account settings and pricing so you can start impressing your customers fast.

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Support when You Need

We’re here to support you every step of the way. Reach out to us via chat, email us at support@oncallair.com or call us at 888-808-6231. Don’t forget to check out our additional resources.

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FAQs
Set up Your Company 4 items

Let’s start by confirming all your company information and adding any additional users who will be using the platform.

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Add Additional Users

Your OnCall Air membership is usage-based, allowing you to add unlimited users. There are two types of users: Admin Users and Consultant Users. Admins have access to both the office, where they can configure the system and settings, and the proposal app, where they can build proposals. Consultants can only access the proposal app to build and present proposals, without access to the office.

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You can enhance your company profile by adding logos, links to your Angie’s listing or to leave Google reviews. You can also display badges, such as those from the Better Business Bureau or distributor awards. For adding badges or updating your logo, please email support@oncallair.com.

company-info

Your Terms and Conditions define the rules for the relationship between a service provider and its user. It should include a brief introduction, the effective date, and the jurisdiction or governing law. Additionally, it should provide a link to your Privacy Policy, contact information, and details about the limitation of liability and disclaimer of warranties. Finally, it should outline the rules of conduct and any user restrictions.

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Payment terms are the conditions agreed upon by two parties regarding how, where, and when the price for an item or service will be paid, typically set by the seller. These terms can include the due date, specifying how long the buyer has to pay; the type of payment, such as cash, credit, or installments; any discounts for early payment; the application of interest charges; and penalties for late payments. You can define your payment terms in the company settings.

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Now it’s time to set up the equipment you’ll be offering to your customers. 

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Complete Kickstart Form

The OnCall Air Custom Equipment Kickstart Program helps you get started by pre-loading content for HVAC equipment brands that do not benefit from the automation that our Connected Partners have.

In the Custom Equipment Manager, you can add any equipment that you don’t purchase from an OnCall Air connected distributor and don’t find on the Kickstart form. Once your equipment is added, you can use the Custom Equipment Importer to easily export all of the custom equipment, make changes to the cost, and import it back into OnCall Air. 

Create Custom Equipment
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To add custom bundles, click the Custom tab in the Bundle Manager, then click Add Bundle under a specific capacity size. Next, click on the plus sign and select which of the custom equipment that you have previously loaded you would like in that bundle.

Custom Bundles
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To add Custom Accessories, click Add Accessory and select Custom from the dropdown menu. Then, you can name the item and add the model number. Input the labor hours and material cost. Now set your purchase cost, the product tax field reflects the percentage you set up in the pricing settings. You can also add an image and a description.

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Installation items can be added to your proposal to represent additional line items or tasks for the job such as ductwork, concrete slabs, or a tight crawl space fee. Just click on Create Item, enter a customer facing item description, add your cost, and override your marked up price if needed. If you check the Include by Default box, it will be added automatically to your proposal. Finally, select the category and the system type you want to make your installation item available for.

Create installation item
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FlexJobs are used to quote repairs or non HVAC jobs like plumbing or electrical. To get started, click Create FlexJob, select the categories, enter a code if needed and be sure to click the Publish button. Then, enter your customer-facing description, add feature highlights and up to four images. In the Included Items section, you can add any equipment, accessories, or installation items involved in the job. In the Pricing section, you can add the amount of labor hours the job requires as well as a material cost additional to your base cost. You should have previously set up your hourly rate, base cost and target gross margin in the pricing engine. If needed, you can also override the total price of this FlexJob.

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Setting up your pricing is a crucial step to get started with OnCall Air. Our videos and help articles will guide you through the process. If you need assistance, don’t hesitate to reach out to our team.

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Set Up Base Pricing Strategy

Set up your base pricing strategy by entering your minimum labor and material base costs for each system type. You can always add additional labor and material costs once you build the proposal. Next, enter the gross margins that you want applied to your base labor and material costs as well as your equipment cost. If you need to make exceptions for specific equipment, you can do that in the Bundle Pricing Rules step. Be sure to click Save at the bottom.

Base Pricing Strategy
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Your bundle price adjustments can be used to account for different factors. These include the sales tax you pay on your equipment purchases, merchant or credit card fees, or a risk buffer.

Bundle Price Adjustment
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In the Accessories Pricing section, you can specify the multiplier mark-up that you would like applied to accessories that fall in the cost ranges listed on the left side. You can use the mark up and margin columns on the right side as a reference to see how your multipliers are being applied.

Accessory Pricing
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In the Installation Items Pricing section, you can specify the multiplier mark-up that you would like applied to the installation items that fall in the cost ranges listed on the left side. You can use the mark up and margin columns on the right side as a reference to see how your multipliers are being applied.

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To add a discount to your catalog, click Create and select Discount. You can choose from two types. For Dollar Amount discounts, simply type a name, select the Dollar Amount discount type and enter the value. Be sure to hit Publish before you save. To offer a discount to customers who don’t want to finance, select the Remove Financing Markup discount type. This is an interactive discount that your customer can select on the proposal that will remove the finance option along with any markup you set up.

Click Automatic to automatically offer the interactive discount on all proposals that include financing.

Click Automatic to automatically offer the interactive discount on all proposals that include financing.

Create a Discount
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You’ve made it this far—congrats! Just a couple more steps and you’ll be ready to create impressive, interactive proposals for your customers.

Add Financing Plans

To create a Standard Finance plan, click on the Add Finance button and select Standard. Then, name the plan, and use the time span, payment factor and annual percentage rate fields to add your specific finance plan terms. You can use the financing mark-up field to apply a mark up to your proposals to account for that plan’s merchant fees. OnCall Air will use these fields to calculate an estimated monthly payment on the proposal to your customers. Add any customer facing informsation in the disclosure text fields. You can also add a hyperlink to the application.

Add Standard Finance
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Let’s make a few test proposals to get you comfortable with your new sales power tool OnCall Air! Watch how easy it is to create a proposal or click the help article below for more information about what components your proposal is comprised of.

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You can set up an automated email that is sent to you and your customer once a proposal is accepted. In the email templates section, you can control the subject line, the body and signature, as well as the Reply to email address.

Email Templates
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When your team is building a proposal, they can answer Survey Questions to collect useful internal information on the customer, existing equipment or the job site. Your team will be able to type text responses or upload images and documents for each question. We added a few to get you started but you can edit, delete or add new ones as needed. You can rename the question categories as well.

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  Tooltip Resources

Become an expert and explore all of our tooltips

Frequently Asked Questions

Do I have to attend the consultation calls?

No, you do not need to attend all consultation calls. Those are for you to ask any questions you might have.

Yes, you will need to provide us your account number and preferred warehouse.

No limit on how many users you can add and no additional cost for users.

We do. Get in touch with us to find out more.

You can access OnCall Air from your desktop, tablet, or phone. It is compatible with all browsers.

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