Your settings.
Configure your company details, parts catalog, and follow-up settings.
Company details
Appears on proposals for commercial jobs.
Pricing & rates
These rates are used to calculate quotes and true job margins. Customers only see the final quote total.
Used for standard service calls.
Applied to every quote automatically.
Nights, weekends, holidays.
Flat fee added to every service call.
Floor price for any job.
Used for scheduling suggestions.
Parts catalog
Setpoint matches these parts to your tech notes and applies your margin on every quote.
Start with our recommended HVAC price book? Includes ~155 standard parts and services. You can edit prices and remove items anytime.
Your team
Add your technicians and helpers. They'll appear in job assignment and schedule tools. Set their hourly cost to track true labor margin.
Controls how many weeks ahead a technician can navigate in their schedule view. Keeps techs focused on the near term without restricting the owner's full calendar.
Fixed rate services
Standard service offerings used in agreement templates.
No service items yet.
Agreement templates
Create templates to quickly assign agreements to customers.
No templates yet.
Invoice settings
Verify with your accountant which services are taxable in your state. Many HVAC labor services are tax-exempt.
Quote preferences
Hide quotes older than this from your default view. Approved quotes are never archived and stay accessible.
Proposal template
These fields appear on every proposal you generate. Set them once and they'll be pre-filled automatically.
Shown in the Terms section of every proposal.
Appears at the bottom of every proposal page.
Appears on all approved proposal PDFs unless overridden per proposal.
Choose the tone for the AI email summary generated alongside proposals.
Review contests
Run a monthly drawing for any honest review. Google's policy allows contest entries but prohibits offering discounts in exchange for reviews.
Create new contest
Customers who book during these months earn a bonus contest entry. Typically November–February for most HVAC shops.
Job follow-ups
Find this in your Google Business Profile → Get more reviews → Share review form.
How long after a job wraps before we surface the follow-up. 1 day is a good default.
Add links to other review platforms. Setpoint will include them as options in follow-up messages when you add them.
Billing
Update your payment method, download invoices, or cancel your subscription. If you cancel, access continues through the end of your current billing period.
Need help? Email nathan@trysetpoint.com
We typically respond within a few hours.