How to Add Thermostats to Your Quotes

Step-by-Step Instructions

1. Navigate to Equipment Selection

While building or editing a quote, go to the tier where you want to add a thermostat (e.g., Tier 1 / Best).

2. Add a New Equipment Line

• Scroll to the Equipment section of that tier.
• Click + Add Equipment.
• Change the Equipment Type to Thermostat

3. Search and Select Your Thermostat

• Type the name or model of the thermostat (e.g., "Ecobee Smart" or "Sensi Touch") into the search bar.
• Select the correct item from your uploaded price book.
• Note: If the item is categorized as a thermostat in your database, SetSale will ensure it is placed correctly within the equipment list for that tier.
• The price will automatically reflect the cost and markup rules defined in your Price Drivers.

Frequently Asked Questions

Q: What if I want the thermostat to be an optional add-on? A: If you want the customer to choose whether or not to buy the thermostat, add it to the Upgrades section instead of the Equipment section.

Q: I can't find my thermostat in the search bar. What do I do? A: Ensure the thermostat is included in your price book. If you recently added new equipment items, you may need to re-upload your price book or manually add the item under Settings > Equipment.

Next Steps

Now that your equipment is set, learn how to use the new Services section to account for labor and job costs!