Common questions.

You describe a job in plain English — the same way you'd explain it to a tech. Setpoint matches parts from your catalog and prices each one at the sell price you set, looks up labor hours for each task and prices them at your labor rate, and generates a professional itemized quote in about 10 seconds. No templates, no manual line items.

You don't have to upload one, but quotes can only price parts that are in your catalog — Setpoint never makes up a price. The fastest start is Settings → Parts catalog → Load default price book, about 155 common HVAC parts and services with starter prices you can edit. Or upload your own price list as a CSV. Equipment starts unpriced, and any part without a price is flagged on the quote instead of being billed.

Either — they are two ways of describing the same price, and Settings → Pricing takes whichever you think in and shows both. Markup is profit divided by your cost: a part that costs $100 and sells for $150 is a 50% markup. Margin is profit divided by the price: that same sale is a 33% margin. Switch on "fill in sell prices from cost" and a part entered with a cost and no price gets priced at your target margin, rounded up. It applies when you save a part, never when a quote is made, so the price in your book is always the price a customer sees. A price you type yourself is never changed, and changing your margin asks before repricing the parts the rule priced.

About 3 minutes. Company name and labor rate are the only required fields. Everything else — parts catalog, Google Review URL, customers — can be added as you go.

Yes. The web app works on any phone or tablet browser. Open trysetpoint.com on your phone and sign in — no app download needed.

Yes. Open Quote History, expand any quote, and click "Edit quote." You can change line items, quantities, prices, the customer summary, and the assigned customer. Changes update the total automatically.

Use the "Copy for text" or "Copy for email" buttons in Quote History. This copies a formatted version of the quote to your clipboard — you paste it into a text or email. Mark the quote as "Sent" after you send it so Setpoint can remind you to follow up.

Edit the quote. Open Quote History, expand the quote, click "Edit quote," and fix the line item. The total recalculates automatically.

When a quote is marked "Sent," Setpoint starts a 3-day clock. If the customer hasn't responded after 3 days, the quote is flagged as "Follow-up due" — you'll see it highlighted in Quote History and in Today's actions. Mark it as followed up after you reach out.

It looks at your customer database and ranks customers by: how long since their last service, equipment age, proximity to your other jobs that day, and any repairs they declined in the past. It then writes a personalized outreach message for each one.

It works better with more customers — but even 10–20 customers is enough to get useful suggestions. Add customers as you go and the recommendations improve over time.

Copy the message and send it as a text to the customer. The message is pre-written — you just review it and send.

After a quote is approved (job complete), go to Job Follow-Ups and generate a follow-up for that customer. Setpoint writes a personalized thank-you message that recaps the work and asks for a Google review. You copy the message and send it as a text.

The follow-up message includes a direct link to your Google review page. Without your URL, the message will include a placeholder that won't work. See our guide to finding your Google Review URL.

You can run quarterly contests where customers earn an entry by leaving a Google review after a job. It's an incentive system that drives more reviews and keeps customers engaged. Set up contests in Settings — Google's policies allow contests as long as reviews aren't required (entries are for any review, positive or negative).

Currently yes — you copy the message and send it yourself. Automated SMS sending is on the roadmap. Manual sending keeps you in control of every customer communication.

Close rate = quotes approved ÷ quotes sent. Draft quotes (never sent to a customer) are excluded — they don't count against you.

Job margin on Insights is revenue before sales tax, minus the parts used on the job at your catalog cost, minus labor at each technician's hourly cost for the hours they were clocked in. The headline is total margin divided by total revenue, so a big job counts more than a small one. It does not subtract overhead. A job only counts once its tech has an hourly cost and clocked hours and every part on it has a cost.

The ROI snapshot calculates the cumulative value Setpoint has created for your business — time saved on quotes, revenue from filled schedule slots, value from Google reviews generated, and more. Every quote you generate, every follow-up you send, and every slot you fill adds to the number.

$349/month, flat. No per-user fees and no add-ons. Everything Setpoint does is included. Payments collected online carry Stripe's processing fees plus a 0.5% Setpoint platform fee (capped at $25 on a bank transfer), which covers part of the AI usage we never bill you for separately and keeps the monthly price affordable.

Yes — 14 days, no credit card required. You get full access to every feature.

Yes, anytime — no contracts, no cancellation fees. If you cancel, you keep access through the end of your billing period. Manage your subscription in Settings.

No. Unlimited users, unlimited techs. One price for the whole shop.

Go to Settings → Export to QuickBooks. You can export approved quotes as invoices (with line items) or your full customer list. Download the CSV, then in QuickBooks go to File → Utilities → Import → Excel Files and follow the prompts. For invoices specifically: Customers → Invoice → Import Invoices.

Not yet — the current export is a manual CSV download. You download it from Settings and import it into QuickBooks when you're ready. Automatic two-way sync is on the roadmap.

The CSV format is compatible with QuickBooks Online and QuickBooks Desktop (2018 and later). If you run into import issues, check that your column headers match exactly — QuickBooks is strict about header names.