How to Use SetSale as an App on Your iPad or Tablet
Add SetSale to your tablet's home screen to access quotes faster and present proposals to customers with a professional, full-screen experience
While SetSale is a web-based platform, you can easily add it to your tablet’s home screen to make it function just like a dedicated app. This is the best way for sales technicians to access the tool quickly during a presentation and provides a seamless, full-screen experience for homeowners.
Why Add SetSale to Your Home Screen?
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Quick Access: Launch the platform with one tap, just like any other app.
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Professional Presentation: It removes the browser search bar and tabs, giving you more screen space to show off high-quality proposals.
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Better Workflow: Stay logged in and ready to create a quote as soon as you step into a customer's home.
Step-by-Step Instructions
For iPad (Safari)
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Open the Safari browser.
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Go to app.setsale.ai and log in to your account.
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Tap the Share icon (the square with an upward arrow) located at the top or bottom of the screen.
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Scroll down the menu and select Add to Home Screen.
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Type "SetSale" as the name and tap Add in the top-right corner.
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The SetSale icon will now appear on your home screen.
For Android Tablets (Chrome)
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Open the Chrome browser.
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Navigate to app.setsale.ai and log in.
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Tap the three vertical dots (menu) in the top-right corner of the browser.
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Select Install app or Add to Home screen.
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Follow the on-screen prompts to confirm.
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You can now find the SetSale shortcut on your home screen or in your app drawer.
Tips for the Best Experience
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Log In First: Make sure you are logged into your account before adding the shortcut so the "app" opens directly to your dashboard.
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Use Landscape Mode: SetSale is designed to look great on tablets, especially when presenting the educational section and tiered options to homeowners.
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Keep it Updated: Since this is a web app, you never have to visit an App Store to update it—you’ll always have the latest features automatically.