Offering custom equipment is simple using OnCall Air. Follow the steps below to add custom equipment to a proposal. 

This step-by-step guide is intended for use once Custom Equipment have already been created in Office. For more information on how to do so, please click here.

​Step 1: Open a new proposal and begin creating it as you would any proposal. You will see three tabs under the 3 comparative slots, reading "DEFAULT EQUIPMENT," "CUSTOM EQUIPMENT," and "ACCESSORY ONLY." Click on the "CUSTOM EQUIPMENT" tab.

Step 2: Select the System Type, Capacity, and Profile pertaining to the new Equipment Item from the drop-down menus located near the top of the page directly under "CONSULTATION BUILDER".

Step 3: On the gray card located under the two BUNDLES tabs, click on the arrow under the ALT column on the right side of the card pertaining to the specific Series you wish to select.

Step 4: A window will pop up where you will find the different Custom Equipment items that you have already uploaded in Office pertaining to the System Type, and Capacity that you selected, separated by brands. On the top right of the page, click on the brand of the item that you are looking for.

Step 5: Locate the series you are looking for and click on the "VIEW MODELS" button on the icon for that series.

Step 6: Locate the model you are looking for and click on the "SELECT" button on the icon for that model.

Step 7: Once each Equipment Type on the card has been completed, you can drag the card to whichever comparison slot you desire and continue to create the proposal as you would any other proposal.

Congratulations! You have just added Custom Equipment to your proposal!

If you are still experiencing issues creating Custom Equipment, feel free to contact us at Customer Success and we will be more than eager to help you.