Carbonset
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Carbonset
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Product tourIntegrationsPlaybooksTradesSetup weekCompareSend and trackFollow-up cadencesE-sign and depositsQuote boardAccounting handoffField app
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Docs homeChangelogSend your first quote in ten minutesImport your price bookHow open tracking works, and where it doesn'tBuild a follow-up cadenceQuiet hours and texting rules
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Getting startedSend your first quote in ten minutesImport your price book
Follow-upHow open tracking works, and where it doesn'tBuild a follow-up cadenceQuiet hours and texting rulesRegister your texting number
Getting paidTake deposits by card or bank transferHand won jobs to accounting
DevelopersAPI: create and send a quote

2.8.0

Tue, Aug 25, 2026

newimproved

Deposits by bank transfer

Customers can now pay deposits by bank transfer: 1%, capped at $10.

METHODFEE
Card2.9% + 30¢
Bank transfer1%, capped at $10
What it looks like in the app.

In this release.

New

  • Bank transfer at checkout, beside card.
  • Deposit refunds from the quote page, full or partial, within 120 days.

Improved

  • The accounting handoff records refunds against the original invoice.

Docs updated with this release.

Take deposits by card or bank transferSet the deposit, see what the customer sees, and know the fees, payouts and refunds before the first one.Updated 2026-08-25Hand won jobs to accountingConnect your books once. Every paid quote becomes a customer, an invoice and a payment, with the lines you wrote.Updated 2026-08-25
Start freeNo card · 14 example quotes loaded

Carbonset37 pages / Fictional brand / Demo site by Sumo Studios
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