Playbooks
Start with your trade’s playbook
A playbook is a free starter setup for your trade: the intake questions Studio asks before quoting, structure-only starter quote templates, and the setup nudges that matter. It never includes prices — Setell learns those from your own books.
Free to start · no credit card · structure only, never prices
What’s inside
What’s in every playbook
Three things, all structural. The playbook is the scaffold; the pricing comes from you.
Structure on day one. Your prices, not ours.
A playbook never includes prices. Day one it gives you your trade’s structure; connect QuickBooks and Setell learns from what you actually paid and charged — and shows its work on every line.
See how the pricing engine learns →FAQ
Playbooks, answered
What is a Setell playbook?
A free, Setell-curated starter setup for your trade. Applying one shapes how the product behaves for you on day one: the intake questions Studio asks before quoting, structure-only starter quote templates named for your kind of work, shop-profile hints in your vocabulary, and nudges toward the connections that matter (like QuickBooks).
Does a playbook include pricing?
No — never. A playbook is structure only: every price field starts unset. Pricing comes from your own data — connect QuickBooks and Setell learns from what you actually paid and charged, then shows its work on every suggested line.
Which trades have playbooks?
Four clusters at the moment: Machine Shop (CNC machining, fabrication, welding, prototyping), HVAC (installs, changeouts, service and repair, refrigeration), Landscaping & Outdoor (lawncare, tree service & arborists, hardscapes, synthetic turf), and General Contractor (remodels, additions, punch-out, small commercial).
What if my trade is not covered?
Setell still works — playbooks are a head start, not a requirement. Any service business that quotes from email can start without one, and the pricing engine learns your trade from your own QuickBooks history and signed quotes either way.
How do I apply a playbook?
From any of Setell’s three surfaces: pick one during onboarding, ask Studio in the app (“set me up with the HVAC playbook”), or call the setell_list_playbooks and setell_apply_playbook MCP tools from your own agent.
Are playbooks free?
Yes. Applying a playbook is free — it is the starting scaffold for your account, not a paid add-on.
Skip the blank page
Pick your playbook during onboarding — or ask Studio for it once you’re in. Free to start, and the pricing stays yours.