New Features & Enhancements
This release cycle was packed. We shipped multi-zone ductless quoting, Palmetto financing end-to-end, and a long list of quoting and equipment improvements.
Multi-Zone Ductless System Support
You can now build quotes for multi-zone ductless systems — setups where a single outdoor unit connects to multiple indoor heads.
New system type — Select "Multi-Zone Ductless" when creating or editing a quote.
Flexible equipment assembly — Mix and match one outdoor unit with 2+ indoor heads, with guardrails to prevent invalid combinations.
Smart validation — The system warns you if selections are incompatible (wrong brand mix, too many/too few indoor units, etc.).
Template support — Admins can configure multi-zone ductless options within system templates, including performance-tier filtering (SEER2, EER2, HSPF2, Energy Star).
AHRI matching — Equipment combinations are validated against certified AHRI ratings for compliance and accuracy.
Palmetto Financing Integration
Our integration with Palmetto is now live, bringing their Comfort Plan to homeowners through SetSale.
Financing on the pricing page — Palmetto financing appears as a payment option on customer-facing presentations. When eligible, it's automatically shown as the default.
Branded credit application email — Customers receive a separate branded email with a direct link to complete their application, available in English and Spanish.
Resendable emails — Sales and support teams can resend the credit application email from the quote activity history.
Auto-retry — If Palmetto can't match a homeowner during the application, the system automatically resends the email so they can correct their info.
Document rejection alerts — Clear alerts appear when Palmetto rejects required documents, with a follow-up task that links directly to the customer's Palmetto account.
Safer disable behavior — Teams can now turn off Palmetto even when active quotes exist. Won quotes are protected; open quotes stop showing Palmetto immediately.
Smoother quote refresh — Fixed a bug where regenerating a quote would fail if a financing contract already existed.
Flexible Quote Taxes
Teams can now set up multiple tax options in Settings instead of being limited to one. Sales reps can choose the right tax option for each quote while editing, and a default option keeps the process fast.
Smarter Auto-Add Upgrade Rules
You can now set rules so extra products or services are added to a quote automatically based on the situation.
Choose whether an add-on should never be added, always be added, or be added only when certain conditions are met.
The settings screen clearly shows which items are set to auto-add.
When the system adds upgrades automatically, you get a clear confirmation message.
Equipment Archive & Restore
We replaced permanent deletion with archive and restore for your equipment list.
Archived equipment is hidden from quotes and future price updates until restored.
Separate Active and Archived views make it easier to manage your catalog.
Archive or restore one item at a time, or in bulk.
When a distributor archives or restores equipment, the change is automatically applied for connected contractors.
Smarter Equipment Filters
When choosing equipment for a quote, you now see clickable filter pills instead of plain dropdowns. Filters can be added or removed for attributes like system size, BTU, efficiency (AFUE), cabinet size, configuration, compressor stage, and brand.
Pre-filled filters — When replacing existing equipment, filters auto-populate to match the current system's specs.
Best-match defaults — When adding a new filter, the system picks the value that returns the most results.
Custom Equipment Photos
You can now add your own photos to custom equipment items in the pricebook. Upload a new picture or reuse one you've already uploaded — the photo appears on equipment cards so sales teams and customers see accurate visuals for custom items.
Interactive Quote Map
Contractors can now see an interactive map on their dashboard showing where their quotes are located geographically. The map shows the past 30 days by default, with filters for 7, 30, 60, or 90-day ranges. Team owners see all quotes; individual reps see their own.
Smarter Pricebook Management
Teams can now select multiple pricebook items at once to archive, restore, and update brand information in bulk. The import process is smarter about figuring out the correct brand, reducing manual cleanup.
Clearer Pricing & Rebate Totals
Post-sale contracts now show a clearer price summary — starting price, discounts, tax, rebates, and final total. The PDF also shows the customer's cost after mail-in rebates, making savings easier to understand.
Commission Settings Match Your Quote Names
Commission settings now show the actual quote option names your business uses instead of the fixed tier names (Platinum, Gold, Silver).
Equipment Matching Improvements
Minor model number variations — The system now handles revision suffixes (e.g., A1 vs A2, or PCA vs PCB) so minor differences don't block valid matches.
Half-ton system sizing — When exact-size outdoor units don't exist for half-ton systems (1.5, 2.5, 3.5-ton), the system considers the next size up. If an exact match is available, upsized options stay hidden.
WALLCON matching — Items with the WALLCON suffix are now recognized correctly.
Top Matchups filtering — For distributors, Top Matchups now only shows combinations that include your own outdoor units.
Unified equipment images — Equipment images now come from one shared service, with more reliable brand rules and cleaner fallback behavior.
Quoting & Quote Page Improvements
Faster quote page loads — Quote data is now pre-loaded before the page renders, creating faster loading.
Quote page scroll fix — The quote header now stays pinned correctly when scrolling, with tabs snapping into place dynamically regardless of screen size.
Overhead settings fix — Switching between percentage and flat dollar overhead now correctly clears the unused value, preventing unexpected pricing.
Quote stability — The quote page no longer flickers when AI features finish loading. AI-generated descriptions and financing options update smoothly in place.
Install bundle pricing fix — Fixed a bug where saving a bundle item with a blank or invalid price could cause a silent failure. Prices are now validated before saving.
ServiceTitan & Integration Updates
Clearer ServiceTitan errors — Removed the silent workaround that added a backup technician during syncing. Issues are now shown clearly instead of being changed in the background.
Leaner ServiceTitan access — Removed unused code and clearly documented which permissions each feature needs, reducing the risk of asking customers for broader access than necessary.
Smarter syncs — Equipment, materials, and services sync more reliably, with better item reuse to reduce duplicates.
Bug Fixes
We're always working behind the scenes to make the platform faster and more reliable. In addition to the fixes called out above, we resolved issues with admin image uploads, manufacturer duplicate prevention, presentation settings loading, team switching, mobile play button behavior on iOS, and various performance and stability improvements across the app.