SetSale

Parker McNally

Hayden Lewis

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

Control which installment plans default on every quote with predictable, rule-based financing instead of AI

Setting custom financing rules for your installment plans

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

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

How to Customize Tax Rates per Quote in SetSale

Adjust to meet your desired margins with quotes

Pricing Configuration 

Configuring Your Quoting Settings

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

How to Use Upgrade Rules in SetSale

How to Automatically Add Upgrades to Your Quotes

How to Automatically Add Services to Your Quotes

How to Add a Custom System Template

How to Add Financing Plans to SetSale

How to Set Up Commission Rules in SetSale

Learning how to automatically add rebates to your quotes can meaningfully improve the HVAC experience for techs and homeowners alike

How to Automatically Add Rebates to Your Quotes

Quotes

Cash Discount

What's New: Flexible Presentations

How to Create and Manage Presentations

How to Customize Slides in Your Presentation

How to Use Slide Visibility Rules

How to Assign a Presentation to a Quote

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 

Learn how to send direct messages to your dealers

How to Send Direct Messages to Your Dealers

Learn how to use the Distributor Dashboard Quote Locations heatmap to visualize recent quote activity, spot geographic trends, and understand where contractor opportunities are happening.

How to Use the Distributor Dashboard Quote Heatmap

Connect your Distributors to your SetSale Account

Distributors

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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.