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NOVEMBER 2026 NEWSLETTER
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Hi there,
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This month, your follow-ups go out on your schedule, in your words — both in email and text messages. Plus, the SetSale Agent can help you evaluate your system templates, and a few more upgrades to help you quote faster.
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NOVEMBER 2026
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Customize follow-ups your way 💌
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You decide when quote follow-ups go out and what they say.
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You asked for more control over follow-ups. Now you’ve got it.
In Quoting settings, you can set email and SMS follow-ups:
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Pick the days, time, and time zone (up to 10 follow-ups)
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Write your own text for all follow-ups, or for each one
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Cancel one upcoming follow-up from the quote's activity, without stopping the rest
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🚀 More Product Updates
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TASKS VIEW
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Keep your tasks in one place ✅
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Your to-do list now has its own page. Open Tasks from the main menu to search and filter work across your quotes, then jump straight to the related quote or message.
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SETSALE AGENT
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The SetSale Agent can help you build matchups 🤖
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Ask the SetSale Agent to help you evaluate your system templates directly on the page. It can also make changes for you. It always asks for your OK first.
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REBATE EXCLUSIONS
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Costco Wholesale program rebate exclusions 🏷️
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Some rebates don't cover install labor or other items. You can now exclude them:
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Tag the items in your Pricebook
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Open the rebate and pick those tags (or install labor) under Exclusions
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Excluded items stay in the customer price. They just don't count toward the rebate. Each quote's pricing breakdown shows what counted toward the rebate and what didn't.
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👀 Psst… you can always read all our monthly updates here.
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OPERATOR INSIGHTS 💡
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The repair call is where replacements start
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If a homeowner calls you for a repair and you only quote them a repair, you are leaving money on the table. Every system repair is also a replacement opportunity — but you won't know that if you don't give them options. Give the homeowner options and let them choose what they want to do.
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SETSALE WEBINARS
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Quote faster with a live walkthrough
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Join Jake or Lizette from our training team for a live 45-minute walkthrough of real quoting workflows. Bring your questions.
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INTEGRATION SPOTLIGHT
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ServiceTitan
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Every option you present in SetSale syncs to the ServiceTitan job as an open estimate, with equipment, materials, and services filled in. When the homeowner signs, SetSale marks it as Sold, so your office never re-types a quote. You can even pick which income and expense accounts the sync uses.
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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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Missed the last newsletter?
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Browse past editions and stay current on SetSale.
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