In SetSale, you have two primary ways to increase the average ticket size of a quote: Upgrades and Install Supplies. While both tools help you build profitable proposals, they function differently in how they are managed and how they appear to your customer.
This article breaks down the key differences and explains how to use each feature effectively.
At a Glance
Upgrades are optional toggles for the customer. They appear on the proposal, and the homeowner can choose to turn them on or off (e.g., IAQ products, surge protectors).
Install Supplies are mandatory costs baked into the price. They are not optional for the customer and are generally used for parts, bundles, or required services.
1. Managing Add-ons (Customer Facing)
Upgrades are designed to be interactive. They empower the customer to customize their system, which can significantly boost your close rates and ticket size.
Where to find them:
Go to Settings > Quoting > Upgrades.
How they work:
Customer Price, Not Cost: This is the one place in SetSale where you enter the Selling Price (what the customer pays), rather than your internal cost.
Interactive Toggles: On the presentation, Upgrades appear as switches that the customer can toggle On or Off. The quote total updates automatically based on their selection.
Import Options: You can add items manually or import a list via CSV. If importing, download the provided template, fill in your data, and re-upload it.
Rich Descriptions: You can add bullet points, photos, or paste a video (e.g., a product page for a Reme Halo) into the Upgrade setup. This allows you to pull up supplementary info during a presentation.
💡 Best Practice: We recommend adding at least four Upgrades to your quotes. Giving customers options increases the likelihood that they will select at least one or two upgrades.
2. Managing Install Supplies (Backend Costing)
Install Supplies are used to ensure your pricing covers all necessary materials and mandated services. These are "baked in" to your final price and are not removable by the customer.
Where to find them:
Go to Settings > Quoting > Install Supplies.
How they work:
Baked-in Costs: Items entered here are added to the cost basis of the job. They ensure you are profitable but do not appear as a separate line item with a price tag on the proposal.
Smart Rules: You can set rules for when these supplies appear. For example, you can configure specific supplies to trigger only for certain Package Types (e.g., Platinum only) or Equipment Types (e.g., Heat Pumps only).
Per-Quote Flexibility: While global rules handle the defaults, technicians can manually add specific Install Supplies to individual quote tiers if a specific job requires extra materials.
Non-Optional Services
For non-negotiable value-adds, such as:
Extended labor warranties
Membership inclusions
Mandatory permits
We recommend adding those items as Services in the system.
Services ensures the customer knows they are getting that value included in the package price. You can find more information on Services here: Services in SetSale
Summary Comparison
Feature | Upgrades | Install Supplies |
Customer Choice | Optional (Customer toggles On/Off) | Mandatory (Included in package) |
Pricing Input | You enter the Selling Price | You enter the Cost |
Visibility | Visible line item on quote | Hidden (baked into total price) |
Best Used For | IAQ, Surge Protectors, Thermostats | Parts and Pieces, Wire, Labor Warranties, Permits |