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May 2026
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Hey there,
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This month we’re focused on one thing: speed.
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From 1-click equipment matching to automated quoting rules, SetSale is rolling out new ways to eliminate wasted time. Read below to see how our newest product updates help you speed up your pricing and push deals across the line faster this month without sacrificing accuracy.
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Product Updates
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Palmetto Integration
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Close rates improve when contractors offer financing. It's that simple — so Palmetto is now fully integrated into SetSale. Homeowners make monthly payments instead of paying upfront. Labor warranties included. You close more jobs. They keep their cash.
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New to Palmetto? Learn how to include SetSale as part of your Palmetto onboarding here
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Quotes That Build Themselves
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You build the playbook and it runs itself. Define the rules once—which discounts apply, which rebates apply, which services belong with which equipment—and every quote reflects your standards without the manual work. Sales leaders establish control and sales reps are empowered to succeed within the constraints of the system.
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👉 Learn more:
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ServiceTitan Equipment Matching
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Building pricebooks manually within ServiceTitan is tedious. We know — so we fixed it. The updated pricebook page now finds suggested matches between SetSale and ServiceTitan equipment, and connects them all with a single click.
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See Where Your Jobs Are Coming From
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Your business has a geography. The dashboard now shows an interactive map of your quotes from the last 30, 60, or 90 days — where work is clustering, where reps are active, where opportunity might be sitting untouched. Team owners see everything. Reps see their own.
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Have Additional Questions?
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Operator Insights
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Contractors who present multiple options close more deals.
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Not because they’re better salespeople—because the process is better. Giving homeowners a choice between multiple positives gives them the opportunity to say no to some options. Saying no allows the homeowner to be in control. When people feel that they are in control of the situation, they feel safe to commit to something new.
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When a homeowner only sees one path, they hesitate. When they see clear, structured options, they decide. Options don’t create pressure, they create clarity. And clarity is what actually moves deals forward. Offering multiple options consistently without slowing everything down increases your close rate.
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Ready to make this process repeatable across your team?
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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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Media Spotlight: SetSale Closes $2 Million to Bring AI Efficiency to the HVAC Supply Chain
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Many HVAC sales are still run on spreadsheets, static pricebooks, and disconnected systems—and it’s costing contractors jobs and distributors visibility...
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Partner Spotlight: EDS
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Energy Design Systems (EDS) is a trusted SetSale partner that helps bring accurate load calculations to your fingertips inside of SetSale. It helps connect load calculations to equipment selection, so you can deliver smarter, more confident system recommendations from the start.
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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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