Charting the Course

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Check Out Our Latest Edition

Dive into our November 2026 updates to see how custom follow-ups, the tasks view, and rebate exclusions help you quote faster and close more.

The SetSale Agent, dark mode, and pricing profiles in beta.

Checkout Studio arrives September 14, quote change tracking, and easier ductless quoting.

Customer database, bulk rebate imports, and copy labor hours across pricing tiers.

Beta Program access, service quantities on quotes, and smarter commission tracking.

JB Warranties integration, custom margin overrides, and printable proposals.

Palmetto integration, interactive job maps, and smarter financing for your team.