FAQ
Frequently Asked Questions
By Parker McNally, Hayden · 29 articles
Troubleshooting the Customer DatabaseCustomer Database FAQHow to Add Thermostats to Your QuotesTroubleshooting: Why Is Equipment Missing From My Proposal Tiers?ServiceTitan Permissions ExplainedWhy Is My ServiceTitan Sync Failing?Palmetto Integration: Troubleshooting and FAQsWhy 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 HomeownerHow to Adjust Pricing on a Specific QuoteHow to Capture a Digital Signature and Close a Sale in the FieldWhat Should I Do if I'm in a Basement with No Internet?How to Archive an Old ProposalHow to Sync a Finalized SetSale Quote to ServiceTitanHow to Sync a Finalized SetSale Quote to Housecall ProHow to Add Custom Equipment That Isn't in the SetSale DatabaseHow to View the AHRI Certificate for an Equipment MatchupHow to Archive Equipment Instead of Deleting ItHow to Send a Quote to Multiple Email AddressesHow to Use the Team Quote ActivityHow to Build a Quote for Multi-Zone Ductless SystemsHow to Change Equipment Brands in SetSaleCan I Manually Override the AI's Suggested Equipment for a Specific Job?How to Match SetSale Equipment to ServiceTitanWhat is the EDS Integration?How to Approve a Quote on Behalf of a CustomerWhat Is the SBE Partnership?Understanding Manufacturer, Utility, and Consumer Rebates in SetSale