OnCall Air allows you to upload the financing terms that you offer so they can easily be offered on any job. You can also hyperlink an online application for your financing plan within the plan details, click here to learn more about this feature.
Whether you are integrated with Credit for Comfort which is auto-populated, or choose from another financial Institution such as Synchrony, Wells Fargo, etc. you are able to upload them manually.
A standard financing plan is the most common of the financing plans. The system will calculate and display the monthly payments on the customer's proposal.
Here is a brief video of how to create, add, and edit a standard financing plan:
To manage your financing options or add a financing plan follow these steps:
Go to Office >> Settings >> Financing Options
Click the "add finance" button in the top right hand corner
Select "standard"
On the next page you will complete the following fields:
Label Name
Time Span
Payment Factor
Financing Markup
Annual Percentage Rate (APR)
Disclosure Text Short
Disclosure Text Long (this is where you can add your financing hyperlink)
Description (for office use only, internal)
Finally, click "SAVE" at the bottom.
**** As with all pricing related settings, please be sure you rely on the expertise of your financial team or advisor for the appropriate strategy. The examples here are just examples and are not intended as financial or legal advice. Finally, it's a great idea to test your settings and use the Inspector and TEST proposals to ensure you understand the impact to your pricing ****
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