What System Types Are Available in SetSale?

Every quote and system template in SetSale starts with a system type. The system type tells SetSale which pieces of equipment belong together, so the right matchups show up for each tier. Most system types are based on the AHRI database, which keeps your equipment combinations certified and accurate.

This article covers all 12 system types, what equipment each one includes, and when to use it.

Where You'll Choose a System Type

You'll select a system type from the System Type dropdown in two places:

• When building a quote — Choose the system type that matches the job.
• In your system templates — Go to Settings → Quoting → System Templates and set a system type for each tier. You can even mix system types within one template (for example, Dual Fuel on Platinum and Gold, Heat Pump on Silver and Federal Minimum).

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Ducted Systems

1. AC + Furnace Split System

A standard split system with air conditioning and a furnace.

Includes: Condenser, evaporator coil, and furnace.

2. Heat Pump

A heat pump paired with an indoor air handler.

Includes: Heat pump and air handler.

3. Dual Fuel

A heat pump paired with a furnace for backup heat.

Includes: Heat pump, evaporator coil, and furnace.

4. Straight Air

A cooling-only system that uses an air handler instead of a furnace.

Includes: Condenser and air handler.

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Matched Outdoor + Coil Replacements

Use these when you're replacing the outdoor unit and coil but keeping the existing furnace or air handler.

5. Condenser & Coil

A matched condenser and evaporator coil.

Includes: Condenser and evaporator coil.

6. Heat Pump & Coil

A matched heat pump and evaporator coil.

Includes: Heat pump and evaporator coil.

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Ductless Systems

7. Ductless Heat Pump

A single-zone ductless heat pump: one outdoor unit paired with one indoor unit.

Includes: Ductless heat pump outdoor unit, plus one indoor unit — wall mount, cassette, floor mount, or concealed.

8. Ductless AC

A single-zone ductless air conditioner: one outdoor unit paired with one indoor unit.

Includes: Ductless AC/condenser outdoor unit, plus one indoor unit — wall mount, cassette, floor mount, or concealed.

9. Multi-Zone Ductless Heat Pump

One ductless heat pump outdoor unit connected to multiple indoor heads.

Includes: Ductless heat pump outdoor unit, plus two or more indoor heads (wall mount, cassette, floor mount, or concealed).

10. Multi-Zone Ductless AC

One ductless AC outdoor unit connected to multiple indoor heads.

Includes: Ductless AC outdoor unit, plus two or more indoor heads (wall mount, cassette, floor mount, or concealed).

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Flexible Options

11. Single equipment

Quote one piece of equipment on its own. Options include:

• Air handler
• Condenser
• Evaporator coil
• Furnace
• Heat pump
• Package unit (standard, dual fuel, gas, heat pump, or straight air)
• Water heater
• Generators/
• Whole Home Fans

Quoting a package unit or water heater? Use Single equipment — neither has its own system type.

12. Custom

Build your own equipment combination from scratch. Use this when the equipment doesn't have an AHRI number or doesn't fit any of the other system types. Pick individual components and combine them however you need.

To set one up, see How to Add a Custom System Template.

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Good to Know

• Want to offer more than one equipment choice? Add the alternative at the quote level, or create separate system templates so your technicians can pick the right one in the field.
• Not seeing the equipment you expect? Check that the system type matches the job and that your price book includes model lines for every component that system type requires.