Setpoint follows the work from first contact to collected cash, then shows the owner what to fix next. No retyping the same customer story into five different tools.
Setpoint is built around the handoffs that eat an owner's day: missed calls, unfinished quotes, schedule gaps, incomplete notes, and unpaid invoices.
Every handoff depends on someone remembering what happened and copying it somewhere else.
Each step leaves the next person with context, a recommendation, and a clear action.
Setpoint uses your catalog, labor, pricing rules, and document style. The timer is illustrative, but every step shown is part of the actual quote workflow.
Talk or type what the tech found. Equipment and customer history stay attached.
Parts, labor, margins, and equipment context become clear choices.
The customer can review, sign, choose an incentive, and pay a deposit.
Illustrative walkthrough. No quote is sent.
This demo record shows the working quote screen. Pricing comes from the shop catalog, labor rate, and trip charge.
Select a stage to see what Setpoint carries forward. Each module works on the same operational record.
Calls, web chat, and intake forms land in the same customer record. Setpoint recognizes returning customers, summarizes the conversation, and gives the office a clear next action.
A traditional system stores what happened. Setpoint also turns that activity into the next owner action.
The feature list is broad because the workflow is broad. The point is not more tabs. It is fewer gaps where revenue and context disappear.
Setpoint answers, recognizes, records, and routes new work before the lead moves on.
Field notes become accurate options using the shop’s parts, labor, margins, and voice.
The office and field share one record, from dispatch through readings, parts, and completion.
Completed work becomes an invoice, a payment link, and a follow-up policy without another handoff.
Setpoint keeps declined work, maintenance, reviews, and equipment opportunities visible.
Owner reporting connects daily actions to capacity, cash, profitability, and company value.
Start the 14-day trial yourself, or send Nathan a recent job and see how the workflow handles it. The whole shop is $349 per month when you continue.