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August 2026 NEWSLETTER
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Hi there,
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This month is all about keeping every job moving—from the first quote through follow through—with brand new customer management, faster pricing, and fewer manual steps along the way.
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ANNOUNCEMENT
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Your Customer Database is Here
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Keep contact details, service addresses, quotes, tags, and activity in one record. Search by name, email, phone, or address, switch between List and Map views, and start the next quote without retyping.
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Learn more👇
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🚀 Product Updates
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PRODUCT UPDATE
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Bulk Import Rebates From Spreadsheets
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Large rebate catalogs no longer mean entering every incentive one at a time. Upload a spreadsheet to add rebates in bulk, so OEM and distributor programs get into SetSale faster and setup keeps moving.
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PRODUCT UPDATE
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Copy Labor Hours Across Quote Tiers
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Set labor hours once, then copy them across every quote tier in a single action. No more repeating the same update—or letting labor assumptions drift between options.
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PRODUCT UPDATE
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Filter Quotes by Teammates
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Owners can now filter the quotes list by teammate, making it easier to focus on one rep’s pipeline without digging through the full team view. See the work that matters, then switch back to the big picture when you need it.
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PRODUCT UPDATE
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Internal Quote Notes Added to Webhook Events
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When a quote is won, its webhook payload can now include internal quote notes. Pass the full deal context to your FSM and other downstream systems without copying notes out of SetSale by hand.
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👀 Psst… you can always read all our monthly updates here.
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OPERATOR INSIGHTS
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Build Financing in From the Start
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Most contractors treat financing like a last resort — but when it only comes up after the homeowner flinches at the price, it reads as a rescue, and rescues feel like pressure. The best operators present the monthly number the same way on every option, every time. Homeowners don't weigh $12,000 against $9,000 — they weigh $180 a month against $140 and pick what they actually want. Set the rules once, apply them automatically, and the numbers hold whether you're in the room or not.
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WEBINARS
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Quote Faster with a Live Walkthrough
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Join a live 45-minute walkthrough with Jake or Lizette from the SetSale training team. They'll show you real quoting workflows, share proven strategies you can apply immediately, and answer your questions live.
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PARTNER SPOTLIGHT
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Palmetto Comfort Plan
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Palmetto is a trusted SetSale partner and the home-energy platform behind the Comfort Plan — a $0-upfront way for homeowners to get premium HVAC equipment. Build Comfort Plan financing into a quote and move from options to approval without leaving SetSale. Every plan bundles the system into a fixed monthly payment with all-inclusive maintenance and a full parts and labor warranty.
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Additional Resources
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Still have questions?
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Ready to see SetSale in action?
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Book a demo with our training team to get started.
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Need follow-up training?
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Schedule a personalized 30- or 60-minute session for you or your team.
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Missed the last newsletter?
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Catch up on past editions and stay current on SetSale.
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