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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 SetSaleJB Warranties protection belongs in the quote
Our partnership brings extended labor coverage into SetSale's native quoting experience, helping contractors present protection alongside the system homeowners are choosing.
Assaf WeinbergPalmetto Comfort Plans, built into your SetSale quote
Present Palmetto’s lease-based HVAC payment options alongside your system tiers, with estimated monthly payments inside the quote.
Seth UreConnect the SetSale proposal to your ServiceTitan job
Bring ServiceTitan job context into SetSale and carry the sale back into your operating workflow, with connected quoting, estimates, and pricebook data.
Parker McNallyField 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