Multi-zone ductless (mini-split) systems require a different approach than a standard split system quote. SetSale supports flexible assembly and AHRI matching for mini-splits so you can build accurate, professional proposals.
Step-by-Step Instructions
1. Start a New Quote
From the Dashboard, click + New Quote.
Enter the customer's information.
2. Select the Ductless System Type
When choosing the system type, select Ductless (or the appropriate ductless variant like Multi-Zone Ductless).
This tells SetSale to filter your equipment catalog for ductless-compatible outdoor and indoor units.
3. Configure Zones
For a multi-zone system, you'll add one outdoor unit and multiple indoor units (one per zone).
Use the + Add Equipment button to add each indoor unit to the tier.
Change the Equipment Type for each to match the zone configuration (wall mount, ceiling cassette, floor mount, etc.).
4. Verify AHRI Matchups
SetSale will display AHRI matchups for your selected outdoor/indoor combinations.
Click the green AHRI number to verify the certificate on the AHRI directory.
If no matchup appears, double-check that your price book includes the correct model lines for the outdoor and indoor units.
5. Complete the Quote
Add any Upgrades (line-set covers, condensate pumps, etc.) or Services (installation labor, permits).
Preview the quote and send it to the homeowner.
Tips
Multi-zone ductless quotes often have different equipment per zone. Take the time to set each zone correctly — customers appreciate seeing exactly what goes where.
If you frequently quote ductless systems, set up a dedicated System Template to speed up the process.