A persistent customer CRM. SetSale now has a dedicated customer-management workspace built around reusable customer and service-address records. You can import and search customers, manage their details and addresses in one place, and quote creation is now anchored to those customer entities.

Draft quotes. Salespeople can mark incomplete quotes as Draft. Draft quotes stay editable, pause follow-up emails, and keep customer presentation and share links unavailable until the quote is shared or moved back to Open.

Bulk management and spreadsheet imports. Select multiple services, supplies, and upgrades to delete in bulk, and export price-list spreadsheets that match the existing import format. Contractor owners can also bulk-import rebates from a structured spreadsheet with a preview of new, updated, unchanged, and invalid rows.

Better new-team onboarding defaults. Fresh contractor teams now start with gross-margin job costing plus refreshed repair and add-on catalogs with richer content, media, pricing, and auto-add rules.

Custom checkout confirmation next steps. Companies can customize the install-scheduling copy homeowners see after checkout and in purchase confirmation emails, so the message matches each contractor's process.

Richer proposal equipment displays. Proposal carousels now support accessory equipment such as TXVs, heat kits, generators, switches, whole-house fans, humidifiers, and dehumidifiers when images are available, and the furnace slide now compares Single-Stage, Two-Stage, and Modulating furnaces.

Stronger API integration contract. Webhook payloads now include versioning, contractor won-quote webhooks include internal quote notes, API key tables show who created each key, and key creation and revocation are captured in the activity trail.

Safer team settings. Sensitive settings such as checkout terms, confirmation next steps, quote templates, themes, and tiers now consistently require Owner permissions.

Faster quote configuration for labor hours. A new Copy across tiers button next to labor hours copies the value to your other tiers, matching the shortcut already available for discounts, add-ons, and services.

Quote lists can be filtered by owner, and quote creation supports choosing the right service address earlier, including from the empty quote-list flow.

Distributor template-set assignments are easier to roll out. Distributors can explicitly save newly assigned contractors, review who will be notified, and personalize a message for each contractor before sending it.

Clearer ServiceTitan sync guidance. SetSale surfaces safe, actionable messages for common ServiceTitan setup or permission issues instead of exposing raw integration errors.

Smaller touches. More descriptive, localized browser page titles across the app; clearer scroll cues in the customer activity feed; and adding a customer tag now prefills the tag name from what you searched.

Closing (declining) a quote now requires the emailed share link or a signed-in team member, so quotes can no longer be marked lost by anyone who knows the internal id. Old decline links show a clear "link no longer valid" message.

Signed agreement PDFs now render formatted checkout terms correctly, including headings, lists, tables, numbered sections, and encoded characters.

Deleting a quote now shows a clearer permanent-action warning in both the quote editor and the dashboard list.

Sharing a quote to an invalid phone number now shows actionable, localized guidance instead of a generic error.

Large ServiceTitan equipment mappings no longer fail; requests are batched to stay within URL-length limits.

Distributor price sync now updates the distributor-managed equipment record when duplicate equipment models exist, and system-template matchup selections no longer reset the table to the first page.

Customer forms now make the email-or-phone requirement explicit instead of labeling each field as optional, and adding a new service address while editing a quote keeps you on the quote and selects and persists the new address.

Fixed a bug that prevented editing equipment model lines.

Presentation and quote-contract pages now tell search engines not to index them.