The Ultimate Guide to SetSale: Get Started Today!
Welcome to SetSale! This guide will walk you through setting up your account, configuring your company's settings, and creating your first quote. SetSale is designed to simplify the sales process for HVAC salespeople and technicians, allowing you to focus on what you do best—closing deals.
Step 1: Set Up Your Account
Log In for the First Time
You will receive an invitation email from SetSale. Click the link in the email to log in and create your profile. You'll need to add your name, password, and an optional avatar. Be sure to bookmark the login page at app.setsale.ai for easy access.
Add Company Information
After logging in, go to Company Settings > Company to upload your company logo and add your business details. This information will automatically appear on all the quotes you send to customers.
Add Users to Your Company Account
You can invite team members to your account by going to Company Settings > Members. Click Invite New Member, enter their email address, and assign them a role:
Sales: Ideal for technicians and sales representatives with basic permissions.
Owner: For administrators and business owners who need advanced permissions.
Step 2: Configure Your Company Settings
Update Pricing Rules
Navigate to Settings > Pricing in your SetSale dashboard to configure how your quotes are priced. You can adjust:
Tax Rate: Your company's standard tax rate.
Overhead: Your company's overhead percentage.
True Labor Costs: The hourly labor rates for your installers.
Target Net Profit Health Threshold: Define a target net profit percentage to guide your pricing.
Markup: The markup percentage applied to your equipment and services.
This section also allows you to set up commission tiers (e.g., Platinum, Gold, and Silver) to incentivize sales of high-efficiency systems and to configure commissions for individual users. You can also add various discounts and rebates. Rebates can be set as either instant (deducted from the customer's total) or mail-in (displayed on the quote without affecting the price).
Customize Your Quoting Options
To manage all your quoting options, go to Company Settings > Quoting. Here you can set up:
Favorites: Save your preferred equipment pairings so they automatically appear for technicians.
Add-On Options: Add products and services that your technicians can offer. The system calculates pricing based on the final customer price you input.
Base Repair: Create a pre-priced catalog of common repair parts.
Install Supplies: Account for the cost of installation parts and supplies. You can list specific parts or use a bundle with a set price.
Financing Options: Enter your financing plans or upload a rate sheet. SetSale will automatically build the dealer fee into the price.
Tiers: Customize how your quote options are presented to customers. You can change tier names (e.g., Platinum, Gold, Silver) and select which equipment brands appear in each tier.
Personalize Your Presentation Slides
Go to Company Settings > Presentation > Slides to customize the slides your customers see. You can edit default slides like "Our Promise" and "Our Guarantee," as well as slides that educate customers about their HVAC system. You can even add or edit images, text, and voiceover scripts in both English and Spanish. You can also preview default voiceovers and choose from seven different AI voices, with the option to regenerate them until the tone is just right.
Customize the Checkout Process
Navigate to Company Settings > Presentation > Checkout to customize the contract language. You can use Markdown formatting to ensure a professional and clean appearance.
Step 3: Create and Send Quotes
Create a New Quote
From the Quotes dashboard, click the New Quote button. Enter your customer's details (name, address, email, phone). If the customer is already in your system, their information will automatically populate. Then, choose the specs for the job, and the system will choose the necessary products from your catalog.
Customize and Send the Quote
You can adjust pricing, discounts, and financing options as needed. Click Preview to see what the quote will look like before you send it. Finally, click Send via Email or SMS to deliver the quote to your customer.