At SetSale, we are committed to ensuring your team has the tools and knowledge to sell effectively. Whether you are running into a technical technical issue, have a question about a feature, or just want to strategize on how to get the most out of the platform, we have several ways to help.
Here is how you can get in touch with us.
1. In-App Live Chat
For quick questions while you are working inside the tool, the fastest way to reach us is through the chat widget.
How to find it: Look for the blue chat icon located within the SetSale application.
Best for: Quick troubleshooting, clarifying feature functions, or reporting minor bugs.
2. Email Support
If you prefer email or need to send screenshots and detailed descriptions of an issue, you can reach our general support desk.
Email Address:
[email protected]Response Time: Our team monitors this inbox closely to ensure you get a timely response.
3. Book a Meeting with Customer Success
Sometimes it helps to get on a call to walk through a workflow or discuss account strategy. You can book time directly with our Customer Success team here:
Booking Link: https://calendly.com/parker-setsale/30min.
4. Contact Your Dedicated Representative
For account-specific questions—such as billing, or high-level feedback—you can reach out directly to your assigned contact.
Sales Rep: If you are still in the onboarding phase or finalizing your subscription, your Sales Representative is your best point of contact.
Customer Success Manager (CSM): Your CSM maintains your account details and is available to jump in to assist.
5. Knowledge Base
You are currently viewing our Knowledge Base! This is a great resource for self-guided learning. We are constantly updating this library with articles on:
Creating and presenting quotes.
Configuring your price book and drivers.
Managing integrations (ServiceTitan, Housecall Pro, etc.).