Release Notes – October 2026

Highlights

• Custom quote follow-ups by email and text. Choose your follow-up days, send time, and time zone, and customize messages for the whole sequence or individual steps. Text follow-ups can reach customers who have a phone number but no email address. The quote activity feed shows how reminders were sent and lets you cancel an individual upcoming follow-up.
• A dedicated Tasks page. See and manage your team’s work in one place, open related quotes and messages, and view tasks for a specific quote.
• Easier JB Warranties registration. Complete eligible registrations directly in SetSale, with a link to the JB Warranties portal when needed. Upload a photo of a serial number to fill it in automatically. Registration also checks required customer and installation details and guides you to correct missing information.
• Clearer pricing and savings for homeowners. Updated presentations and checkout make cash savings, discounts, rebates, and payment options easier to compare. Homeowners can review separate discount and rebate details, including rebates they claim after purchase.
• Pricing Profiles — limited beta. Owners with beta access can create, duplicate, and compare pricing strategies in Settings → Pricing. Preview a profile’s price changes before applying it across a quote’s options. New quotes use the default profile, while existing quotes retain their saved prices until recalculated.

Improvements

• More control over customer emails. Customize the greeting and sign-off used in customer emails, adjust quote validity, and write your own follow-up copy. The default follow-up schedule now sends reminders on days 3 and 5 at 8 a.m. Eastern.
• New quotes start as drafts. Prepare a quote before opening it for presentation or sharing. Draft quotes pause customer follow-ups and keep signing and checkout unavailable until opened.
• More precise rebate exclusions. Percentage Consumer rebates can exclude tagged items, install labor, and sales tax. Tag custom items directly on a quote to apply the same exclusions. Existing quotes retain their saved prices until edited or recalculated as applicable.
• Affiliate surcharge support. Configure a program fee in Price Drivers and choose whether it applies to new quotes. Salespeople can adjust the surcharge on an individual quote, with the amount incorporated into pricing.
• More targeted auto-add rules. Use equipment type and specific system templates to control when services, supplies, upgrades, discounts, and rebates are automatically included.
• Smoother presentations and mobile checkout. Pricing options are easier to find, payment controls are clearer on smaller screens, and pricing slides support pinch-to-zoom. Contractors can also choose whether efficiency, comfort, and airflow ratings appear on pricing tiers.
• Clearer Palmetto Comfort Plan options. Proposals, checkout, and PDFs provide more consistent plan pricing and savings details. Homeowners can review plan information and coverage for their selected term. Comfort Plan financing is available for replacement options.

Fixes

• Improved pricing consistency across quotes, presentations, and checkout.
• Refined layouts and text display throughout the app.
• Improved equipment matching and recommendations.
• Made customer agreement PDFs easier to read.
• Improved activity history and quote card displays.
• Addressed minor issues with settings and file imports.