Release Notes 4.20.26

Rule-based auto-add — Set each discount or rebate to apply always, never, or conditionally (for example, only when the system type or equipment matches).

Status at a glance — The Settings list now shows an icon next to each discount and rebate indicating its auto-add behavior.

Clear notifications — When a quote is saved, contractors see a notification listing which discounts or rebates were automatically added or removed.

Manual override — If a contractor removes an auto-added discount or rebate, the system remembers and won't keep re-adding it.

Real-time alerts let techs know exactly what was added or removed, so nothing changes silently.

Full manual control — Techs can still adjust quantities, edit prices, or delete any auto-added item. Deleted items won't come back.

Better defaults for new contractors — New accounts now come pre-configured with correct auto-add rules for common supplies (Pad, Disconnect & Whip, PVC & Misc, and more), so quotes work properly right out of the box.

Editable upgrade add-on prices — Prices on upgrade add-ons can now be edited directly on the quote.

Faster saving — Quote changes save roughly twice as fast as before.

Prices now appear alongside items.

Quantities can be edited inline.

Custom entries are easier to manage.

The "Additional Work Items" section has been simplified.

Full pricebook sync — SetSale now imports and indexes your entire ServiceTitan product catalog in the background, keeping it current automatically.

Bulk mapping with Discover — A new Discover button in the Pricebook shows suggested matches between your SetSale equipment and ServiceTitan equipment. Connect them all at once with a single click.

Optional cost sync — Toggle on to automatically pull updated equipment costs from ServiceTitan into SetSale for any mapped items.

A Sync Now button appears on quotes linked to a ServiceTitan job.

Live progress displays (Queued → Running → Complete) while the sync runs.

Only one sync can run at a time per quote to prevent conflicts.

Signed quotes still sync immediately in the background, and the hourly automatic sync remains on by default.

Always visible on invoices — All discounts and rebates (team discounts, cash discounts, instant rebates) now appear as separate line items in ServiceTitan, whether or not discount syncing is turned on.

Native discount reporting — With Sync Discounts enabled, discounts feed directly into ServiceTitan's built-in discount reports for cleaner financial tracking.

Clearer settings labels — The Sync Sales Tax and Sync Discounts descriptions have been rewritten to better explain what each toggle does.

Matchup filtering — Filter equipment matchup options by system size, BTU, cabinet size, configuration, and furnace type to find the right equipment faster.

Quote Simulator — Preview exactly how a quote will look for each pricing tier before publishing, right inside System Template settings.

Smarter field options — Templates now load the correct fields based on the equipment types configured in each tier, cutting down on irrelevant choices.

Saved preferences — Filter preferences are remembered per template so reps don't have to re-apply them.

Filter by system type (e.g., pay differently for heat pumps vs. straight air).

Filter by equipment model prefix to target specific product lines.

Filter by custom tier name to match quotes assigned a specific package.

Filter by cost threshold to apply rules above or below a dollar amount.

New comparison operators include starts with, greater than/less than, and is/is not.

Heating and cooling loads display in easy-to-read cards with 🔥 flame and ❄️ snowflake icons.

Proposals show home size, location, local design temperatures, and load results in tons and BTU/h.

A View Full Report button links customers directly to the detailed PDF.

Sales reps see the same summary on the quote configuration screen.

The section only appears when data is available — no empty placeholders.

Available in English and Spanish.

New thermostat slide — A ready-to-use "Thermostats: The brains of the system" slide is now in the content library, covering basic, programmable, and smart options.

Editable thermostat images — Reps can swap out thermostat images directly in the editor instead of being locked to the defaults.

Centered pricing layout — Pricing packages now center on screen for a cleaner look regardless of how many options are shown.

Clickable testimonial cards — Customers can click testimonial cards to read the full quote in a pop-up, so long testimonials no longer get cut off.

Edit testimonials in-place — Editors can click a testimonial card to open a form and update the quote, author name, and role.

Expanded warranty section — The warranty coverage section now supports custom column titles and per-card subtitles.

Unified pricing view — The pricing view shown to homeowners (for won quotes or "pricing only" mode) now uses the same standard display as the rest of the app for a consistent experience.

Cleaner grid layout — Pricing packages adapt more gracefully to different screen sizes and avoid awkward wrapping.

Responsive sizing — The affected items pop-up now adjusts to fit your screen instead of using a fixed width.

Sticky headers — Item, Cost, and Customer Price column headers stay visible while scrolling.

Readable prices — Cost and price figures no longer wrap to multiple lines.

Tooltips for long names — Product names that don't fit are neatly trimmed, with a tooltip showing the full name on hover.