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New SEER 2 features have arrived! Check them out here.

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Product Tour

The Proposal Manager is built to simplify a complex process, and help you focus on the things that matter most. There are many features that make OnCall Air unique, and we invite you to take a look below for more details.

Present Beautiful Proposals
Built to Sell

  • Attractive product descriptions and photos
  • Highlight your company’s brand throughout the proposal
  • Clear summary of the investment, discounts, and financing options

Benefits

Stand out from the competition

Save paper!

Easily Create
Custom Equipment Bundles

  • Show Good-Better-Best-Fantastic choices!
  • Easily quote multiple system homes
  • Automatic AHRI matching

Benefits

Save time

Perfect pricing

Remove AHRI headaches

Improve Engagement with
Interactive Proposals

  • Deliver an electronic proposal to your customer via email
  • You customer can view the proposal from a phone, tablet, or desktop
  • Customers sign directly on their device to close the deal!

Benefits

Customer satisfaction

Increase sales conversion

Easy Integration
to Your Supplier

  • Instant product pricing and availability*
  • Custom load your own equipment
  • Quickly re-order from participating suppliers

Benefits

Save time

Reduce errors

Increase profits

Present Proposals for
Effective Comparison

  • Present up to 4 proposals side by side
  • Adjust proposals to meet your sales strategy
  • Show bottom line comparison, including estimated savings

Benefits

Reduce errors

Engage customers

Customize Jobs to
Close the Deal

  • Use a template list of custom job tasks
  • Easily manage custom item pricing and appearance
  • Built­ in labor calculator to price custom work easily

Benefits

Perfect job pricing

Save time

Offer Customers the
Right Add-Ons

  • Feature your preferred thermostats, IAQ, and smart home devices
  • Include custom markups and labor costs
  • Load your own custom accessories and service plans

Benefits

Maximize profit per job

Customer satisfaction

Ask Your Customers
The Right Questions

  • Pre-qualify the customer’s needs
  • Customize your sales questionnaire
  • Access historical customer surveys

Benefits

Scale sales operations

Gain customer insight

A Proposal Inspector that
Sums Up the Job

  • View all details of your Accepted Proposal
  • Includes all Financial, Model, and AHRI information
  • Empower your office and installers with the right information to complete the job

Benefits

Reduce processing time & errors

Increase profitability

Manage Sales Opportunities
In One Place

  • View and search all of your sales opportunities
  • View history of all your accepted proposals
  • Easily assign a proposal to a sales consultant

Benefits

Increase sales visibility

Reduce cumbersome paper & email processes