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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.

See how pricing learns

Free to start · no credit card · structure only, never prices

Pick your trade, get your structure. Every price field starts unset — Setell learns those from your books.
Machine Shop playbook
Covers CNC machining, fabrication, welding, prototyping
Quotes that speak RFQ — setup, run time, material, and inspection, every time.
See the Machine Shop playbook →
HVAC playbook
Covers installs, changeouts, service and repair, refrigeration
Fast, honest quotes for installs and service — scoped before you roll a truck.
See the HVAC playbook →
Landscaping & Outdoor playbook
Covers lawncare, tree service & arborists, hardscapes, synthetic turf
Scope-first quotes for installs and maintenance — measured, not guessed.
See the Landscaping & Outdoor playbook →
General Contractor playbook
Covers remodels, additions, punch-out, small commercial
Professional, phased quotes with the allowances and exclusions clients expect.
See the General Contractor playbook →
Electrician playbook
Covers panel upgrades, new circuits, lighting, service and repair
Quotes that separate materials, labor, and permit — priced from your jobs, not a book.
See the Electrician playbook →
Plumber playbook
Covers repipes, water heaters, drain and sewer, service and repair
Diagnostic-first quotes that scope the job before the truck rolls — priced from your numbers.
See the Plumber playbook →
Roofing playbook
Covers asphalt shingle, metal, flat and low-slope, repairs
Measured, storm-ready quotes with tear-off, materials, and warranty kept visible.
See the Roofing playbook →
Exterior Envelope playbook
Covers siding and cladding, windows and doors, roofing, gutters, trim
Whole-exterior scopes — roofing, siding, windows — quoted without losing a line.
See the Exterior Envelope playbook →
Fencing playbook
Covers wood privacy, vinyl, chain link, aluminum, farm and ranch
Linear-foot quotes with posts, gates, and grade handled before the crew rolls.
See the Fencing playbook →

What’s inside

What’s in every playbook

Three things, all structural. The playbook is the scaffold; the pricing comes from you.

Intake guidance for Studio
Each playbook teaches Studio the price-driver questions for your trade — what a drawing, a size class, or a site condition changes — so the first conversation already speaks your language.
Starter quote structure — no prices
Named, structure-only quote templates with your trade’s line items in the right order. Every price field starts unset; nothing is canned.
Learns from your books
The playbook nudges you to connect QuickBooks, and Setell mines your own invoices for pricing signal — then every signed quote sharpens it, with its work shown on every line.

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?

Nine 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), General Contractor (remodels, additions, punch-out, small commercial), Electrician (panel upgrades, new circuits, lighting, service and repair), Plumber (repipes, water heaters, drain and sewer, service and repair), Roofing (asphalt shingle, metal, flat and low-slope, repairs), Exterior Envelope (siding and cladding, windows and doors, roofing, gutters, trim), and Fencing (wood privacy, vinyl, chain link, aluminum, farm and ranch).

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.

Looking for your trade’s full picture? Browse quoting software by trade or read the playbooks doc.

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.