With the recent update to SetSale, we have streamlined the interface to make equipment management more intuitive. As part of this change, the dedicated Thermostat section has been removed.
You can now manage and add thermostats directly within the Equipment section. This ensures all hardware is centralized and consistently displayed on your customer-facing documents.
How to Add a Thermostat
Follow these steps to include a thermostat in your project:
Navigate to the Quote: Open the specific quote where you want to add the device.
Access Equipment: Locate and click on the Add Equipment section.
Search/Select: Change the dropdown to Thermostat, and choose your specific thermostat model from your price book or equipment list.
Save: Once added, the thermostat is treated as a core piece of equipment for that job.
Why the Change?
By adding the thermostat as Equipment rather than using a separate category, you gain a significant visual advantage:
Better Presentation: When thermostats are listed as equipment, they include high-quality photos, making the proposal more engaging and educational for the homeowner.
Pricing Accuracy: Managing them as equipment allows you to apply your specific Price Drivers, such as markups and labor, ensuring your profit margins remain protected.
Flexibility: You can easily swap different thermostat models into the Platinum, Gold, or Silver tiers to better fit the customer's needs.