Company Settings
Settings connected to company account including: Company Information, Integrations, Equipment, Pricing, Quotes, Presentation, Billing, Members, and Distributors
By Assaf and 1 other2 authors48 articles
Getting Started with the HouseCall Pro 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
How to Manually Sync a Quote to ServiceTitan
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
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