At OnCall Air, our mission is simple: to help contractors work more efficiently and close more sales. That’s why we built Autopilot—a powerful feature designed to streamline your quoting process and take the guesswork out of proposal building. With Autopilot, you can automatically include or recommend accessories, rebates, and financing options in your HVAC proposals by setting up simple, customizable rules. The result? Less manual work, more consistent proposals, and a smoother buying experience for your customers.
In 2024, our data showed that nearly 1 in 4 recommended add-ons included in proposals were accepted by customers. With Autopilot, you can automatically include or recommend high-value accessories on every quote, while also helping ensure eligible rebates and financing options are presented to customers. No more relying on memory or adding these details manually to every proposal. You can save time, uncover more sales opportunities, and give customers more ways to get the HVAC solutions they need.
Here are 5 Ways Autopilot Helps You Succeed:
Save Valuable Time
No more digging through product options, calculating what to include, or manually adding proposal details. Autopilot automatically populates proposals based on the rules you define, helping your team work faster and spend more time selling.
Pre-Package Accessories for Any Setup
Live or custom – no matter the type, brand, or equipment match, Autopilot helps you pre-package accessories for any scenario. Build quotes in minutes, not hours.
Make Rebates and Financing Part of the Conversation
Help customers understand their options by automatically including or recommending applicable rebates and financing options in your proposals. By making potential savings and payment options easier to see, you can help customers evaluate their investment and make more informed purchasing decisions.
Standardize Your Sales Process
Set your rules once, and Autopilot helps your team follow a consistent, repeatable sales process. Whether you have one technician or an entire sales team, your proposals can consistently include the accessories, rebates, and financing options that fit your defined criteria.
Create More Complete Proposals and Capture More Opportunities
Never miss an opportunity to recommend an air cleaner, offer an extended labor warranty, or present an available rebate or financing option. Autopilot helps your team deliver more comprehensive proposals, highlight additional value, and reduce the risk of overlooking important items.
How it works:
1. Create Rules Based on Your Equipment
Start by creating rules that target specific equipment types, brands, capacities, efficiency ratings, model numbers, or bundle tags. You can combine multiple conditions to make sure each rule applies to the right system.
2. Choose What Autopilot Should Do
Next, define the actions Autopilot should take when a rule applies. You can configure a rule to:
- Automatically include accessories such as air cleaners, thermostats, or surge protectors.
- Recommend additional products and services, such as UV lights or extended labor warranties.
- Include applicable rebates to help customers see potential savings.
- Add a primary financing plan to present customers with financing options.
You can also combine multiple actions in a single rule. For example, a rule could include an accessory, recommend a warranty, add a qualifying rebate, and select a financing plan—all automatically when the specified conditions are met.
Once your rules are configured, Autopilot applies those rules automatically, helping your team create more complete, consistent HVAC proposals with less manual effort.
From accessories that enhance system performance to rebates that may reduce upfront costs and financing options that can make purchases more manageable, Autopilot helps bring important details together in one streamlined proposal-building process. Spend less time building proposals and more time closing sales—with Autopilot from OnCall Air.
Get Started with Autopilot Today
Ready to streamline your quoting process and start closing more sales? Sign up for OnCall Air and get access to Autopilot and all our other features.
