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Contractor

Documentation

Selecting Products

Ways to Search for Products

  • Free Form

    • Type model number, partial model number, or part name.

    • Best matches will show the model number highlighted in red.

    • Remove filters by clicking the X next to each filter or Remove All

  • SKU (Model Number)

  • AHRI Number

  • Tonnage

  • Width

Add Products Page

Product Filters

  • Use filters on the left panel to refine results.

  • Example:

    • Trade Type = HVAC

    • Sub Type = Residential

    • Product Category = Equipment

    • Subcategory = Air Conditioners

    • Further filter by brand, SEER, refrigerant, tonnage, etc.

    • Example product: GLSX4BA2410 (Goodman, 14.3 SEER, R-32, 2 ton)

Product Filters

View Options

  • Switch between Card View and Table View using icons on the right.

    View Options

  • In Table View:

    • Remove columns not needed.

    • Reset column widths.

Additional Filters

  • AHRI matching

    • AHRI matching is available on equipment cards that have current matchups

    • When clicked the matchup page will populate

    • Matchup page works similar to the left dial down of the product selector. Allowing user to look for specific tonnage, seer, AFUE etc.

    • Top of page allows for user to search by AHRI number, SEER, tonnage, fit, region, AFUE and furnace application

    • When eye icon clicked, get a full view of AHRI system. AHRI number, equipment with all details listed, if needed. As well as pricing.

    • When searching AHRI in truck, user can add each individual item by clicking the truck icon.

  • Energy Star equipment

  • Saved products

    • To save products, click the ribbon next to the product description.

      Save Product

    • Saved products appear under Saved Products and ribbon will be highlighted blue.

Ways to Select Products

  • My Saved Orders

    • Add saved orders to your profile.

    • To create a saved order:

      1. Go to the Product Add screen.

      2. Click My Saved Orders, then click the link.

      3. Click Create, name the saved order, add model numbers, adjust quantities, and click Save.

    • In a live order, open My Saved Orders to add, access, or delete saved orders.

      Saved Orders

    • Quick Order

      • A fast way to order in bulk.

      • Add items using:

        • Item#,Qty format (max 20 model numbers).

    • Model Number

      • Enter full model number, adjust quantity, and click + Add to Truck.

Reviewing Items in the Truck

  • Once all items are added, click To Truck.

  • Enter the following order information:

    • Purchase Order Number (required)

    • Reference 1: Homeowner name or Claim number

    • Reference 2: other pertinent information

    • Special Instructions

    • Save

      Add Products Page

  • You may also:

    • Edit Contacts

    • Edit Fulfillment

      • Check if delivery address is a residential delivery

      • Check if a lift gate is required for delivery

    • Choose Save for Later or Order

  • You may also:

    • Edit Contacts

    • Save for Later

      • Order moves to Created status.

    • Order

      • Places the order.

      • If all items in stock, and the vendor has an Automation set up, it will follow the “happy path,” order moves to Ordered status. Vendor number is added to the order and order is now ready to go.

      • If items not in stock, order falls into Submitted status, no vendor number populates and Motili will have to manipulate order.

Inventory Searches

  • Automated ordering locations

    • Automated ordering turned on for certain vendor locations

    • Will pull inventory totals to show in stock

    • If low stock or no stock, will show “confirm availability” highlighted in red

    • Shows how many miles away from location chosen

      Inventory Search

  • Non-automated ordering locations

    • Will show “confirm availability” highlighted in red

    • Motili can assist checking stock for these locations

      Inventory Search

Order Status Definitions

  • CREATED – Order created; after adding line items, click “order” to send to Motili.

  • SUBMITTED – Order sent to Motili; Motili rep will resolve issues preventing API flow.

  • ORDERED – Order is on hold.

  • ORDERED – CONFIRM – Invoiced with vendor, but fulfillment details do not match vendor system. Motili will review and correct.

  • COMPLETED – Picked up/delivered; Motili invoiced by vendor.

  • CANCEL REQUESTED – Cancel request received.

  • CANCELING – Motili is canceling the order in vendor system, not completed yet.

  • CANCELLED – Order cancelled in vendor system.

  • CLOSED – Billing complete; final status.

Chat With Us

  • The Chat with Us feature allows real-time messaging with a Motili agent.

  • Use chat to:

    • Inquire about or make changes to an existing order

    • Check stock and/or pricing

    • Ask any questions — we are here to help!

See Next

Finding Orders