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

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

Learn how to route equipment order notifications to your distributor automatically when you win a quote, using brand-based rules and a default catch-all recipient.

How to Set Up Distributor Order Email Notifications

Parker McNally

Hayden Lewis

Quotes

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