In this article, you'll learn how to present multiple tiers of equipment in a single quote, giving your homeowner clear options at different price points and efficiency levels.
Why Use Tiered Proposals?
Offering a "Good, Better, Best" (or Silver, Gold, Platinum) structure helps homeowners compare options side by side. It also gives your team a built-in upsell path — customers who came in thinking "just fix it" often move up a tier when they see the long-term value.
Step-by-Step Instructions
1. Create a New Quote
From the Dashboard, click + New Quote.
Enter the customer's information or search for an existing customer.
Select the System Template that fits the job (e.g., "AC + Furnace Split" or "Heat Pump System").
2. Configure Your Tiers
SetSale gives you four tiers by default: Platinum, Gold, Silver, and Federal Minimum. Each tier pulls equipment from your System Templates based on the specifications you enter.
Enter the system specs for the job (tonnage, BTUs, cabinet size, airflow configuration).
SetSale automatically populates each tier with the appropriate AHRI-matched equipment from your price book.
3. Customize Tier Names (Optional)
Don't want to use "Platinum" and "Silver"? No problem.
Click into the Tier Name field on any tier.
Rename it to whatever fits your sales process — "Good," "Better," "Best," or anything your team prefers.
You can also customize tier colors in Settings > Quoting > Tiers.
4. Review Equipment per Tier
Click into each tier to verify the equipment looks right.
If a tier is empty, it usually means your system filters are too narrow. Widen the specs or add more model lines to your System Template.
You can mix system types across tiers — for example, a Heat Pump on Platinum and a standard AC/Furnace on Silver.
5. Add Upgrades and Services
Add optional Upgrades (like IAQ products or surge protectors) that homeowners can toggle on or off.
Add Services (like permit fees or labor warranties) that are included in the package price.
6. Preview and Send
Click Preview Quote to see the customer-facing proposal.
Use the Share button to send the full presentation or pricing-only summary via email or text.
Tips
Use System Templates to pre-configure which model lines appear per tier. This keeps your team consistent and saves time in the field.
Add at least four Upgrades to your quotes. Giving customers choices increases the chance they'll add at least one or two.
Check the Coverage Map in your template settings to make sure there are no gaps where equipment won't populate.