SetSale

What Happened to My Add-Ons?

How to Add Thermostats to Your Quotes

Where Can I Add Thermostats?

Troubleshooting: Why Is Equipment Missing From My Proposal Tiers?

ServiceTitan Permissions Explained

Why Is My ServiceTitan Sync Failing?

Palmetto Integration: Troubleshooting and FAQs

Why Aren't Customers Showing Up in My ServiceTitan Search?

What System Types Are Available in SetSale?

How to Build a "Good, Better, Best" Proposal for a Homeowner

How to Adjust Pricing on a Specific Quote

How to Capture a Digital Signature and Close a Sale in the Field

What Should I Do if I'm in a Basement with No Internet?

How to Archive or Delete an Old Proposal

How to Sync a Finalized SetSale Quote to ServiceTitan

How to Sync a Finalized SetSale Quote to Housecall Pro

How to Add Custom Equipment That Isn't in the SetSale Database

How to View the AHRI Certificate for an Equipment Matchup

How to Archive Equipment Instead of Deleting It

How to Send a Quote to Multiple Email Addresses

How to Use the Team Quote Activity

How to Build a Quote for Multi-Zone Ductless Systems

How to Change Equipment Brands in SetSale

Can I Manually Override the AI's Suggested Equipment for a Specific Job?

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