A roadmap to the SetSale workflow with links to the right help articles for every step — from onboarding and pricing setup to closing deals and managing financing.
SetSale unifies your entire sales process — pricing, quoting, and presenting — into one system. This guide walks you through the resources available for each step, organized by audience.
What SetSale Does
Pricing is built on your real costs, margins, and rules.
Quotes are generated instantly with consistent structure across your team.
Presentations guide customers through clear, side-by-side options.
Financing is built directly into the proposal flow.
Every step is tracked in real time so you can see what's working.
How the System Works
Run every step of your sales process on the same platform:
Pricing — Build consistent pricing using your real costs, margins, and rules. Accurate pricing starts with real data.
Proposal — Generate consistent quotes in seconds. Create multi-tiered options that simplify decisions and increase average ticket size.
Presentation — Deliver polished, interactive sales experiences in-home or remotely.
Why SetSale Is Different
We're solving your sales and data problem with one solution:
Standardize your sales process across your entire team.
Replace disconnected tools with one system.
Guide decisions with structure, not individual preference.
Make performance measurable and improvable over time.
Eliminate variability between reps and locations.
Integration partners: ServiceTitan, Housecall Pro, Palmetto, EDS.
Sales Resources
These articles walk your team through the full SetSale workflow, in order.
Log In & Add Your Team
Set your password, add your company info, and invite your sales team and techs.
Set Up Your Equipment Tiers
Configure what equipment shows up in each tier so every quote matches your playbook.
Configure Your Pricing
Set your margin or markup, labor rates, commissions, and discounts.
Build a Test Quote
Create a sample quote to see your settings in action before going live.
Set Up Financing
Add your real loan options and lender application link.
Customize Your Presentation
Update slides, brand colors, reviews, voiceover, and contract language.
Services
Add labor, warranties, and service offerings to your quotes.
Supplies & Upgrades
Add install supplies and customer-facing upgrades to enhance your quotes.
Getting Help
Learn how to reach support via chat, email, or a scheduled call.
Before Your Onboarding Call
A checklist of what to have ready so your onboarding session is productive.
Owner / Operators
Resources for business owners and administrators managing the account.
Understanding Your Pricing Model
Learn the difference between gross margin and markup, and how SetSale calculates your prices.
Reporting Dashboard
Track quotes, revenue, close rates, and salesperson performance.
Hiding Equipment Pricing from Sales
Protect cost data so techs see the customer price but not your margins.
Tracking Sent Quotes
See when customers open your quotes and monitor team activity.
Distributors
Resources for distributors using SetSale Connect to manage contractor relationships.
What Is SetSale Connect?
An overview of the distributor platform and how it strengthens contractor relationships.
SetSale Connect Guide
Full walkthrough of the dashboard, contractors, equipment, and settings.
Inviting Contractors
Send invitations and assign exclusive licenses to your contractors.
Exclusive Licenses
Understand what exclusive licenses are and how to assign them.
Managing Equipment & Boosting
View inventory, pricing, and boost equipment to influence what contractors quote.
Have Additional Questions?
Use the chatbot in the SetSale app to ask a question (bottom-right corner of your SetSale screen), or visit help.setsale.ai for more information.
Ready to See SetSale in Action?
Bring structure, consistency, and control to every step of your sales process. Book a SetSale demo to schedule a personalized walkthrough with our team.