SetSale Frequently Asked Questions

A quick-reference index of the most common questions from SetSale users — quoting, equipment, pricing, integrations, and troubleshooting.

This page collects the questions our team hears most often. Click any link to jump to the full article. If you don't see what you're looking for, use the chatbot in the bottom-right corner of the SetSale app or visit help.setsale.ai.

Building & Sending Quotes

• How Do I Build a "Good, Better, Best" Proposal for a Homeowner?

• How Do I Capture a Digital Signature to Close a Sale in the Field?

• How Do I Send a Quote to Multiple Email Addresses?

• How Do I Create a Custom Checkout Page for My Homeowners?

• How Do I Customize the Upgrades with Photos and Videos?

• How Do I Add Accessories to a Quote?

System Types & Configuration

• What System Types Are Available in SetSale?

• How Do I Build a Quote for Multi-Zone Ductless Systems?

• How Do I Perform a Load Calculation Within a Quote?

• Can I Manually Override the AI's Suggested Equipment for a Specific Job?

Equipment Management

• How Do I Add Custom Equipment That Isn't in the SetSale Database?

• How Do I Change Equipment Brands in SetSale?

• How Do I View the AHRI Certificate for a Specific Equipment Matchup?

• How Do I Archive Equipment Instead of Deleting It?

• How Do I Add Thermostats to My Quotes?

• Where Can I Add Thermostats?

• Why Is Equipment Missing From My Proposal Tiers?

Pricing & Adjustments

• How Do I Adjust Pricing on a Specific Quote?

• How Do I Set My Company's Default Labor Rates and Trip Charges?

• How Do I Update the Tax Rate for a Specific Service Area or County?

Branding & Customization

• How Do I Upload My Company Logo and Colors for Customer-Facing PDFs?

Financing

• How Do I Offer Palmetto Financing to My Customers?

• How Do I Create a Quote with Palmetto Financing?

• How Do I Troubleshoot the Palmetto Integration?

Reporting & Quote Management

• How Do I Use the Team Quote Activity?

• How Do I Export My Sales Data for a Weekly Performance Review?

• How Do I Archive or Delete an Old Proposal?

ServiceTitan & Housecall Pro Integrations

• How Do I Sync My Finalized SetSale Quote Back to ServiceTitan?

• How Do I Sync My Finalized SetSale Quote Back to Housecall Pro?

• How Do ServiceTitan Permissions Work?

• Why Is My ServiceTitan Sync Failing?

• Why Aren't Customers Showing Up in My ServiceTitan Search?

Field Troubleshooting

• What Should I Do If I'm in a Basement With No Internet?

Have Additional Questions?

Use the chatbot in the SetSale app to ask a question (bottom-right corner of your screen), or visit help.setsale.ai for the full library of articles.