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July 2026
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Hi there,
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This month we're focused on one thing: precision.
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From service quantities on quotes to filtered report exports, SetSale is rolling out new ways to give you a tighter grip on your numbers. Read below to see how our newest product updates help you track commissions automatically, pull exactly the reports you need, and keep every quote accurate down to the detail.
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Announcements
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Introducing the SetSale Beta Program
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We're launching a Beta Program to let contractors test upcoming features before they go live. Just sign up and our team will reach out with early access details, tutorials, and ways to share feedback.
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Product Updates
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Service Quantities on Quotes
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You can now add quantities to services on any quote. The proposal, PDF, and confirmation email all now reflect quantities as well. Pricing updates automatically. No more workarounds, no more guesswork — just quotes that match the scope of the job.
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Smarter Feature Description Alerts
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Stale feature descriptions are a thing of the past. Now, when equipment changes on a quote after features are written, SetSale highlights the “Generate Features” button with a warning icon — so you know when your descriptions might be out of date. Simply click Regenerate to get updated feature text.
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Sales Commission Now in Quote Exports
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Quote exports now include a dedicated Sales Commission column — showing earned commissions on won deals automatically.
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Smarter CSV Export Filters for Reports
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Managers and admins can now filter quote reports by specific team members and statuses — Open, Won, Lost, or Canceled — before the file downloads. A filter panel appears the moment you click Export, putting you in control of exactly what you pull.
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Service Fusion Integration in Beta
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SetSale now connects with Service Fusion, letting contractors pull customer info straight from Service Fusion and auto-create estimates and jobs when quotes are won or lost. Map statuses, sync key details, and skip the manual work.
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👀 Psstt... you can always read all our monthly updates here.
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Operator Insights
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Most contractors find out their real margin after the job is done.
By then it's just information — the money is already made or lost. Margin is decided before the proposal is ever built, in how your pricing is set up. When pricing runs on guesswork — a spreadsheet from 2015, a flat-rate number that "feels competitive" — every quote is a coin flip. Some jobs win. Some quietly lose money. And you can't tell which is which until it's too late to do anything about it.
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Instead of working harder on every quote, the fix is setting your pricing rules once, based on the net profit you actually want, and letting every quote follow them automatically. Equipment costs change, jobs vary, reps come and go — but the math holds. When margin is built into the process instead of checked after the fact, you stop hoping the numbers work out and start knowing they will.
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Want every quote to protect your margin before it's ever sent?
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Join Our Upcoming Webinars
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Join a live 45-minute walkthrough with Jake or Wright from the SetSale training team. They will show you real quoting workflows, share proven strategies you can apply immediately to your business, and answer your questions live.
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👇 Don't miss our upcoming sessions!
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Partner Spotlight: SBE
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Service Business Evolution (SBE) is a trusted SetSale partner and one of the industry's leading business coaching and sales training programs for HVAC, plumbing, and home services companies. Through the partnership, SBE members receive 50% off SetSale's onboarding fee, plus unlimited training sessions and customer support meetings for the duration of their service agreement. SBE trains your team to sell with confidence, and SetSale gives them the system to execute that training consistently on every quote.
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Additional Resources
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Still Have Questions?
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We're here to help! If you have any questions, feel free to reach out directly to our team or visit our help center for more information.
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Ready to See SetSale in Action?
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Bring structure, consistency, and control to every step of your sales process. Book a demo with our SetSale training team to get started.
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Book Onboarding or Follow-Up Training
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Already using SetSale but need additional support? Schedule a personalized training session (30 or 60 minutes) for you or your team.
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Missed the Last Newsletter?
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Catch up on all past editions and stay up to date on everything SetSale has to offer.
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