SetSale

A quick-reference index of the most common questions from SetSale users — quoting, equipment, pricing, integrations, and troubleshooting.

___________________________________________________________

This page collects the questions our team hears most often. Click any link to jump to the full article. If you don't see what you're looking for, use the chatbot in the bottom-right corner of the SetSale app or visit <b><a href="https://help.setsale.ai">help.setsale.ai</a></b>.

<a href="https://help.setsale.ai/en/articles/14478025-how-to-build-a-good-better-best-proposal-for-a-homeowner">How Do I Build a "Good, Better, Best" Proposal for a Homeowner?</a>

<a href="https://help.setsale.ai/en/articles/14478061-how-to-capture-a-digital-signature-and-close-a-sale-in-the-field">How Do I Capture a Digital Signature to Close a Sale in the Field?</a>

<a href="https://help.setsale.ai/en/articles/12092432-how-to-share-a-quote-or-presentation-with-a-client">How Do I Send a Quote to Multiple Email Addresses?</a>

<a href="https://help.setsale.ai/en/articles/14073761-how-to-create-and-manage-presentations">How Do I Create a Custom Checkout Page for My Homeowners?</a>

<a href="https://help.setsale.ai/en/articles/13605026-enhanced-upgrades">How Do I Customize the Upgrades with Photos and Videos?</a>

<a href="https://help.setsale.ai/en/articles/13639706-how-to-add-thermostats-to-your-quotes">How Do I Add Accessories to a Quote?</a>

- <a href="https://help.setsale.ai/en/articles/14478025-how-to-build-a-good-better-best-proposal-for-a-homeowner">How Do I Build a "Good, Better, Best" Proposal for a Homeowner?</a>
- <a href="https://help.setsale.ai/en/articles/14478061-how-to-capture-a-digital-signature-and-close-a-sale-in-the-field">How Do I Capture a Digital Signature to Close a Sale in the Field?</a>
- <a href="https://help.setsale.ai/en/articles/12092432-how-to-share-a-quote-or-presentation-with-a-client">How Do I Send a Quote to Multiple Email Addresses?</a>
- <a href="https://help.setsale.ai/en/articles/14073761-how-to-create-and-manage-presentations">How Do I Create a Custom Checkout Page for My Homeowners?</a>
- <a href="https://help.setsale.ai/en/articles/13605026-enhanced-upgrades">How Do I Customize the Upgrades with Photos and Videos?</a>
- <a href="https://help.setsale.ai/en/articles/13639706-how-to-add-thermostats-to-your-quotes">How Do I Add Accessories to a Quote?</a>

<a href="https://help.setsale.ai/en/articles/14426493-what-system-types-are-available-in-setsale">What System Types Are Available in SetSale?</a>

<a href="https://help.setsale.ai/en/articles/14478697-how-to-build-a-quote-for-multi-zone-ductless-systems">How Do I Build a Quote for Multi-Zone Ductless Systems?</a>

<a href="https://help.setsale.ai/en/articles/13381469-load-calculations-in-setsale">How Do I Perform a Load Calculation Within a Quote?</a>

<a href="https://help.setsale.ai/en/articles/14646342-can-i-manually-override-the-ai-s-suggested-equipment-for-a-specific-job">Can I Manually Override the AI's Suggested Equipment for a Specific Job?</a>

- <a href="https://help.setsale.ai/en/articles/14426493-what-system-types-are-available-in-setsale">What System Types Are Available in SetSale?</a>
- <a href="https://help.setsale.ai/en/articles/14478697-how-to-build-a-quote-for-multi-zone-ductless-systems">How Do I Build a Quote for Multi-Zone Ductless Systems?</a>
- <a href="https://help.setsale.ai/en/articles/13381469-load-calculations-in-setsale">How Do I Perform a Load Calculation Within a Quote?</a>
- <a href="https://help.setsale.ai/en/articles/14646342-can-i-manually-override-the-ai-s-suggested-equipment-for-a-specific-job">Can I Manually Override the AI's Suggested Equipment for a Specific Job?</a>

<a href="https://help.setsale.ai/en/articles/14478304-how-to-add-custom-equipment-that-isn-t-in-the-setsale-database">How Do I Add Custom Equipment That Isn't in the SetSale Database?</a>

<a href="https://help.setsale.ai/en/articles/14486659-how-to-change-equipment-brands-in-setsale">How Do I Change Equipment Brands in SetSale?</a>

<a href="https://help.setsale.ai/en/articles/14478543-how-to-view-the-ahri-certificate-for-an-equipment-matchup">How Do I View the AHRI Certificate for a Specific Equipment Matchup?</a>

<a href="https://help.setsale.ai/en/articles/14478641-how-to-archive-equipment-instead-of-deleting-it">How Do I Archive Equipment Instead of Deleting It?</a>

<a href="https://help.setsale.ai/en/articles/13639706-how-to-add-thermostats-to-your-quotes">How Do I Add Thermostats to My Quotes?</a>

<a href="https://help.setsale.ai/en/articles/13639706-how-to-add-thermostats-to-your-quotes">Where Can I Add Thermostats?</a>

<a href="https://help.setsale.ai/en/articles/13793690-troubleshooting-why-is-equipment-missing-from-my-proposal-tiers">Why Is Equipment Missing From My Proposal Tiers?</a>

- <a href="https://help.setsale.ai/en/articles/14478304-how-to-add-custom-equipment-that-isn-t-in-the-setsale-database">How Do I Add Custom Equipment That Isn't in the SetSale Database?</a>
- <a href="https://help.setsale.ai/en/articles/14486659-how-to-change-equipment-brands-in-setsale">How Do I Change Equipment Brands in SetSale?</a>
- <a href="https://help.setsale.ai/en/articles/14478543-how-to-view-the-ahri-certificate-for-an-equipment-matchup">How Do I View the AHRI Certificate for a Specific Equipment Matchup?</a>
- <a href="https://help.setsale.ai/en/articles/14478641-how-to-archive-equipment-instead-of-deleting-it">How Do I Archive Equipment Instead of Deleting It?</a>
- <a href="https://help.setsale.ai/en/articles/13639706-how-to-add-thermostats-to-your-quotes">How Do I Add Thermostats to My Quotes?</a>
- <a href="https://help.setsale.ai/en/articles/13639706-how-to-add-thermostats-to-your-quotes">Where Can I Add Thermostats?</a>
- <a href="https://help.setsale.ai/en/articles/13793690-troubleshooting-why-is-equipment-missing-from-my-proposal-tiers">Why Is Equipment Missing From My Proposal Tiers?</a>

<a href="https://help.setsale.ai/en/articles/14478040-how-to-adjust-pricing-on-a-specific-quote">How Do I Adjust Pricing on a Specific Quote?</a>

<a href="https://help.setsale.ai/en/articles/12037701-setting-up-your-company-s-pricing-rules">How Do I Set My Company's Default Labor Rates and Trip Charges?</a>

<a href="https://help.setsale.ai/en/articles/14426457-how-to-customize-tax-rates-per-quote-in-setsale">How Do I Update the Tax Rate for a Specific Service Area or County?</a>

- <a href="https://help.setsale.ai/en/articles/14478040-how-to-adjust-pricing-on-a-specific-quote">How Do I Adjust Pricing on a Specific Quote?</a>
- <a href="https://help.setsale.ai/en/articles/12037701-setting-up-your-company-s-pricing-rules">How Do I Set My Company's Default Labor Rates and Trip Charges?</a>
- <a href="https://help.setsale.ai/en/articles/14426457-how-to-customize-tax-rates-per-quote-in-setsale">How Do I Update the Tax Rate for a Specific Service Area or County?</a>

<a href="https://help.setsale.ai/en/articles/10492645-adding-or-changing-your-company-logo">How Do I Upload My Company Logo and Colors for Customer-Facing PDFs?</a>

- <a href="https://help.setsale.ai/en/articles/10492645-adding-or-changing-your-company-logo">How Do I Upload My Company Logo and Colors for Customer-Facing PDFs?</a>

<a href="https://help.setsale.ai/en/articles/14295396-what-is-the-palmetto-integration">How Do I Offer Palmetto Financing to My Customers?</a>

<a href="https://help.setsale.ai/en/articles/14295405-how-to-create-a-quote-with-palmetto-financing">How Do I Create a Quote with Palmetto Financing?</a>

<a href="https://help.setsale.ai/en/articles/14296013-palmetto-integration-troubleshooting-and-faqs">How Do I Troubleshoot the Palmetto Integration?</a>

- <a href="https://help.setsale.ai/en/articles/14295396-what-is-the-palmetto-integration">How Do I Offer Palmetto Financing to My Customers?</a>
- <a href="https://help.setsale.ai/en/articles/14295405-how-to-create-a-quote-with-palmetto-financing">How Do I Create a Quote with Palmetto Financing?</a>
- <a href="https://help.setsale.ai/en/articles/14296013-palmetto-integration-troubleshooting-and-faqs">How Do I Troubleshoot the Palmetto Integration?</a>

<a href="https://help.setsale.ai/en/articles/14478681-how-to-use-the-team-quote-activity">How Do I Use the Team Quote Activity?</a>

<a href="https://help.setsale.ai/en/articles/12091997-reporting-dashboard">How Do I Export My Sales Data for a Weekly Performance Review?</a>

<a href="https://help.setsale.ai/en/articles/14478196-how-to-archive-or-delete-an-old-proposal">How Do I Archive or Delete an Old Proposal?</a>

- <a href="https://help.setsale.ai/en/articles/14478681-how-to-use-the-team-quote-activity">How Do I Use the Team Quote Activity?</a>
- <a href="https://help.setsale.ai/en/articles/12091997-reporting-dashboard">How Do I Export My Sales Data for a Weekly Performance Review?</a>
- <a href="https://help.setsale.ai/en/articles/14478196-how-to-archive-or-delete-an-old-proposal">How Do I Archive or Delete an Old Proposal?</a>

ServiceTitan &amp; Housecall Pro Integrations

<a href="https://help.setsale.ai/en/articles/12065022-how-setsale-and-servicetitan-work-together-a-seamless-workflow">How Do I Sync My Finalized SetSale Quote Back to ServiceTitan?</a>

<a href="https://help.setsale.ai/en/articles/13170393-how-setsale-and-housecall-pro-work-together">How Do I Sync My Finalized SetSale Quote Back to Housecall Pro?</a>

<a href="https://help.setsale.ai/en/articles/13975171-servicetitan-permissions-explained">How Do ServiceTitan Permissions Work?</a>

<a href="https://help.setsale.ai/en/articles/14060308-why-is-my-servicetitan-sync-failing">Why Is My ServiceTitan Sync Failing?</a>

<a href="https://help.setsale.ai/en/articles/14426479-why-aren-t-customers-showing-up-in-my-servicetitan-search">Why Aren't Customers Showing Up in My ServiceTitan Search?</a>

- <a href="https://help.setsale.ai/en/articles/12065022-how-setsale-and-servicetitan-work-together-a-seamless-workflow">How Do I Sync My Finalized SetSale Quote Back to ServiceTitan?</a>
- <a href="https://help.setsale.ai/en/articles/13170393-how-setsale-and-housecall-pro-work-together">How Do I Sync My Finalized SetSale Quote Back to Housecall Pro?</a>
- <a href="https://help.setsale.ai/en/articles/13975171-servicetitan-permissions-explained">How Do ServiceTitan Permissions Work?</a>
- <a href="https://help.setsale.ai/en/articles/14060308-why-is-my-servicetitan-sync-failing">Why Is My ServiceTitan Sync Failing?</a>
- <a href="https://help.setsale.ai/en/articles/14426479-why-aren-t-customers-showing-up-in-my-servicetitan-search">Why Aren't Customers Showing Up in My ServiceTitan Search?</a>

<a href="https://help.setsale.ai/en/articles/14478193-what-should-i-do-if-i-m-in-a-basement-with-no-internet">What Should I Do If I'm in a Basement With No Internet?</a>

- <a href="https://help.setsale.ai/en/articles/14478193-what-should-i-do-if-i-m-in-a-basement-with-no-internet">What Should I Do If I'm in a Basement With No Internet?</a>

Use the chatbot in the SetSale app to ask a question (bottom-right corner of your screen), or visit <b><a href="https://help.setsale.ai">help.setsale.ai</a></b> for the full library of articles.

SetSale FAQs.pdf

SetSale Frequently Asked Questions

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

SetSale Frequently Asked Questions

Building & Sending Quotes

System Types & Configuration

Equipment Management

Pricing & Adjustments

Branding & Customization

Financing

Reporting & Quote Management

ServiceTitan & Housecall Pro Integrations

Field Troubleshooting

Have Additional Questions?