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OCTOBER 2026 NEWSLETTER
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Hey there,
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This month we're launching our biggest update yet: an AI agent built into SetSale. Plus a full toolbox of upgrades to help you quote faster and close more.
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OCTOBER 2026
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Meet the SetSale Agent ✨
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Your personal HVAC sales expert, built into SetSale
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A Note From Our Founders ✍️
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Our mission has always been to help you run the most professional, profitable sales process in your market. But setting that process up takes real work: building equipment templates, dialing in margins, designing proposals. Most contractors just don't have the time.
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So we built the SetSale Agent. It's your personal sales expert. It knows the HVAC industry, understands your equipment, and works for you right inside SetSale. Use it to finish your setup, analyze your pricing, build templates, and a lot more.
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This is just the beginning. Over the coming months, the Agent will take on bigger jobs for you and your team, the kind of sales management work that eats up your nights and weekends today. Currently the Agent serves contractors only. Distributor version coming soon.
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The Agent is live in your account now. Give it a shot, and keep an eye out for what's next.
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~ Assaf & Seth, SetSale Co-Founders
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🚀 More Product Updates
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WELCOME TO THE DARK SIDE
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Spare your eyes — use dark mode across the app
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Dark mode now works everywhere in the app. Turn it on in Settings > Color mode.
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BETTER EQUIPMENT CONTROLS
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Automatically select the right heat kit, every time
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Set a sizing rule once, and SetSale picks the right heat kit on every quote. On any system template, open a heat kit card and click Selection rules. This allows you to match heat kits by size: for example, 2–2.5 tons gets a 15 kW heat kit.
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FIND IT FAST
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Search and filter activity logs 🔎
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Activity now has its own page in the main menu. Scroll back through everything that's happened on your account, then filter by activity type or teammate to find what you need.
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Filter by type: see only sold deals, sent quotes, or whatever you're looking for.
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Filter by teammate: see what one person has been working on.
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Easier to scan: activity icons are color-coded.
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PRICING PROFILES (BETA)
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Different customer pricing profiles (beta) 🫰
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You may price jobs from big box retailers differently than your normal customers. Now you can save more than one set of margins, fees, and pricing rules, and pick which one to use on each quote.
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Nothing changes by default: your current pricing becomes your default profile.
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Make a profile for any situation: a customer group, a promotion, or slow season.
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Switch on the quote: pick a different profile and the price updates.
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Want early access? Ask your customer success rep.👇
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👀 Psst… you can always read all our monthly updates here.
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OPERATOR INSIGHTS💡
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You Can't Sell What You Don't Offer
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Most IAQ and high-efficiency sales are lost before the homeowner sees the quote. If the only option is a base system, the homeowner buys a base system. That's a presentation problem. Put the upgrades on every quote, every time, and let the homeowner decide. People will buy the best that they can afford. Give the customer options and let them choose what is best for them.
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SetSale adds IAQ and high-efficiency upgrades to every quote automatically, so every customer gets the same options, no matter which rep runs the call.
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INDUSTRY RESEARCH
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Share How You Quote for a Chance to Win a $100 Amazon Gift Card
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Farmington Consulting Group and ACCA want to know how you quote. Take their 2026 HVAC Contractor of the Future survey by November 2 to be entered to win one of 25 Amazon gift cards worth $100.
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Here's what about 300 HVAC contractors have said so far:
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36% build quotes completely by hand
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64% give customers handwritten, verbal, or typed quotes
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Only 16% present 4 or more options
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89% follow up on quotes manually
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SETSALE 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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INTEGRATION SPOTLIGHT
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Housecall Pro
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Housecall Pro is field service software that a lot of HVAC shops use to schedule jobs, dispatch techs, and get paid. It connects directly to SetSale, so your Housecall Pro customers show up inside SetSale and you're always quoting the right person. When a quote is marked Sold, it goes straight back to Housecall Pro as an unscheduled job with the price, equipment, and every add-on the homeowner picked. No retyping. Just schedule the install and go.
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Additional Resources
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Still have questions?
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Know someone who should see SetSale?
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Send them our way to book a demo with our training team.
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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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Browse past editions and stay current on SetSale.
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