SetSale

Assaf Weinberg

Parker McNally

A collection of step-by-step guides to help you navigate the core features of the SetSale platform and complete daily tasks.

How-To Guides

This article guides you through accessing your SetSale account settings, uploading an image, updating your profile avatar, & saving changes.

How to Add or Change My Profile Avatar on SetSale?

This article guides you through accessing your SetSale account settings, updating your username, and saving changes.

How to Add or Change Your Name in SetSale?

This article walks you through accessing your SetSale account settings and permanently deleting your SetSale account.

How do I Delete My SetSale Account

This article walks you through accessing your SetSale account settings, updating your password, and saving changes.

How to Change Your Password in SetSale?

How to View and Track Sent Quote Activity in SetSale

Account Settings

Settings connected to company account including: Company Information, Integrations, Equipment, Pricing, Quotes, Presentation, Billing, Members, and Distributors

Company Settings

This article guides you through adding or changing your Company Logo.

How Do I Change/Add My Logo?

Update the Company Name displayed on SetSale

How do I Update my Company Name?

This article guides you through adding or changing your Company Email.

How Do I Change My Company Email?

This article guides you through adding or changing your Company Phone Number

How Do I Change/Add Company Phone Number?

This article guides you through updating or changing your Company Website Address.

How Do I Update or Add My Company Website Address?

Adding or Changing Your Company Logo

How to add or change your company name, email and/or phone number

Adding or Changing Company Information

Getting Started with the HouseCall Pro Integration

This article walks you through disconnecting your Third-Party Integrations with SetSale through API integration.

How to remove the HouseCall Pro Integration?

Getting Started with the ServiceTitan Integration

How SetSale and ServiceTitan Work Together: A Seamless Workflow

How SetSale and HouseCall Pro Work Together

Load Calculations in SetSale

Integrations 

Add and update equipment by uploading the manufacturer's price books to maintain margins and pricing accuracy.

How to Add and Update Equipment?

How to Upload Your Equipment

How to Configure Equipment Rules and Templates

Upload, Add, Edit, and Delete Equipment for SetSale to use for your Quotes

Equipment 

How SetSale Calculates Pricing

Setting Up Your Company's Pricing Rules

Net Profit

How SetSale Calculates Markup Pricing

Understanding SetSale's Gross Margin Pricing Model

Guaranteeing Profit with Gross Margin Pricing

How to Set Up and Manage Install Supplies in SetSale

Adjust to meet your desired margins with quotes

Pricing Configuration 

Configuring Your Quoting Settings

How to Create Quote Favorites

How to Share a Quote or Presentation with a Client

How to Customize AI-Generated Quotes in SetSale

How to Hide Equipment Pricing from Salespeople

How to Hide Sales Commission Amounts from Technicians

Upgrades vs Install Supplies ... What's the Difference?

Enhanced Upgrades

Understanding and Using Services

How to Combine Repair and Replace Options in a Single Quote

Quotes

Cash Discount

Adjust, Edit, and Change everything inside of SetSale created Presentations

Presentation

This article walks you through accessing the Billing Settings, Managing subscriptions, and adding/updating Billing Methods.

How to add or update my credit card or payment method for SetSale?

Managing Billing and Subscription for SetSale

Billing

This article describes how to add new users to your SetSale company

Adding Users

Invite New Members, Adjust Roles, and Remove Members from your Company Account 

Members 

What is SetSale Connect?

SetSale Connect Guide

Equipment in the Distributor Portal

How Do I Invite Contractors to SetSale?

Exclusive Licenses in SetSale Connect

SetSale Connect

Find answers and get help from Intercom Support and Community Experts

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