Getting Started
Everything you need to get going.
By Ryan and 1 other2 authors13 articles
Admin Panel Setup
Everything you need to know about the admin panel.
- Rebate Setup in AirshipImporting your rebates from ServiceTitan allows Airship to present eligible manufacturer, utility, and promotional rebates directly within created proposals.
- Upgrades in AirshipUpgrades in Airship allow you to enhance base proposal options with additional products or services that increase system value and personalize the homeowner experience.
- Promotion Setup In AirshipCompany promotions in Airship allow your organization to offer limited-time discounts or incentives directly within proposals. Promotions help drive urgency, differentiate options, and support seasonal or strategic sales initiatives.
- Company Story Setup in AirshipThe Company Story feature in Airship allows your organization to showcase who you are, what you stand for and why homeowners should choose your company.
- Proposal FAQs in AirshipFAQs in Airship allow your company to proactively address common homeowner questions directly within proposals. By setting up frequently asked questions in advance, Comfort Advisors can build confidence and keep…
- Home Experience Setup in AirshipThe Home Experience setting in Airship allows your company to control the options Comfort Advisors use to capture a homeowner’s current challenges, concerns, and priorities.
- Setting up Financing Plans in AirshipThe Company Financing setting in Airship allows your company to configure and display available financing options directly within proposals.
- Set Up Option Names in AirshipThe Option Names setting in Airship allows your company to control how proposal options are labeled and presented to the home owner. Option names help frame the buying decision by…
- Terms and Conditions in AirshipThe Terms & Conditions setting in Airship allows your company to clearly communicate important information homeowners need to understand before approving a proposal.
- Proposal Settings in AirshipProposal Settings in Airship allow your company to control how proposals behave, appear, and move through the closeout process.
- Setting up Statements of Work in AirshipThe Statement of Work in Airship allows your company to create and manage reusable templates that clearly define the Scope of Work for each proposal option.
- Adding Brand Assets to Your ProposalsBrand Assets let you feature larger media files — like YouTube videos or PDFs — directly inside your proposals, right where the conversation with the homeowner is already happening.