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Meet the SetSale Agent
Your personal HVAC sales expert, built into SetSale. Get help with setup, review a quote, and find your next step without leaving your work.
Assaf WeinbergMeet the Agent
The SetSale Blog
How HVAC contractors
sell better jobs.
Better ways to quote. Clearer decisions for homeowners. Product updates and practical ideas from the SetSale team.
12 articles found
Assaf WeinbergMeet the AgentResearch
What we’re learning
· 2 min read
Homeowners buy what they understand
What our Checkout Studio study taught us about clearer upgrades, more confident decisions, and a quote homeowners prefer.
Hayden LewisRead the story Product updates
The latest improvements to SetSaleCheckout Studio now powers every quote
Compare systems, explore upgrades, and choose how to pay in one connected experience. Checkout Studio is now the default homeowner checkout in SetSale.
Hayden LewisReal-time financing, right inside your quote
Finturf is live in SetSale. Bring monthly payment estimates and financing options from multiple lenders into the same proposal your homeowner is already reviewing.
Aaron HeckmannYour customers. Their history. One place.
The SetSale customer database keeps contact details, service addresses, quotes, tags, and activity together—so your next quote starts with the right context.
Jonathan WilkeField notes and stories
Ideas from the field
· 2 min read
ServiceTitan Hacks webinar: give your team time to present four options
Bill Brown, Seth Ure, and Cody Brasseal discuss where quote building slows down a sales conversation and demonstrate a four-option proposal in SetSale.
Jillian NoelRead the story 
· 2 min read
Building a better HVAC sales experience
Why clear options, accurate pricing, and a consistent presentation help homeowners buy with confidence.
Seth UreRead the story 
· 3 min read
Repair or replace? Give homeowners a clearer comparison
Put the immediate repair and the replacement options in one proposal, so homeowners can understand the work, coverage, and cost of each path.
Parker McNallyRead the story