When the homeowner is ready to move forward, SetSale makes it easy to turn a proposal into a signed agreement right from your tablet or phone. Here's how the checkout process works.
Step-by-Step Instructions
1. Present the Quote
Open the quote and click Present to enter the customer-facing presentation view.
Walk the homeowner through the tier options, upgrades, and financing.
2. Customer Selects a Tier
The homeowner reviews their options and selects the tier (package) they'd like to go with.
If you've added Upgrades, they can toggle any optional items on or off. The total price updates in real time.
3. Checkout and Signature
Once the homeowner has made their selection, they'll proceed to the Checkout page.
The checkout page shows a summary of what they selected, the total price, and any financing details.
The customer provides their digital signature directly on the screen.
4. Confirmation
After signing, the quote status automatically updates to Sold in your dashboard.
If you have a CRM integration (ServiceTitan or Housecall Pro), the signed quote syncs back to your system automatically.
The customer receives a confirmation with their selected package details.
Sharing the Quote for Remote Signatures
If the homeowner needs time to decide or wants to review with a spouse, you can send the quote via email or text. They can select their tier, toggle upgrades, and sign digitally from their own device.
From the quote, click Share > and enter the customer's information into the window.
The customer receives a link where they can complete the checkout process on their own.
Tips
Use landscape mode on your tablet for the best presentation experience.
Send the quote to yourself first to see exactly what the customer experience looks like.
SetSale tracks when the customer opens the link, so you'll know the right time to follow up.