Docs · Carbonset, quote follow-up for trades and shops
How to run your quotes on Carbonset.
Written by the people who answer the support phone. Nine pages, most of them four minutes.
Popular: quiet hours · deposits · import a price book · texting number
Four drawers.
Getting started →
Your first quote, and the price book behind it.
Follow-up →
Opens, cadences, quiet hours and the texting number.
Getting paid →
Deposits, payouts, refunds and the books.
Your first week.
The setup our onboarding team walks through with every new shop. Tick them off as you go; each one links to its page.
Quotes from your own systems.
Create and send quotes from your own systems, and get a webhook when one is opened, signed or paid. Keys live in an environment variable, never in a file you share.
Read the API page →curl https://api.carbonset.example/v1/quotes \
-H "Authorization: Bearer $CARBONSET_KEY" \
-H "Content-Type: application/json" \
-d '{
"customer": { "name": "Marisol T.", "phone": "+17185550163", "email": "marisol.t@mail.example" },
"job_site": "Astoria, NY",
"lines": [ { "item": "pb_service_200", "qty": 1 }, { "item": "pb_panel_200", "qty": 1 } ],
"deposit": { "percent": 30 },Latest changes.
- 2.9.0Tue, Sep 22, 2026
Hot quote rule: three opens, one call task
When a customer opens a quote three times within 48 hours, Carbonset adds a call task for the rep, due today.
- 2.8.2Thu, Sep 10, 2026
Reminders keep their local time across the clock change
Steps scheduled before November 1 and sending after it now go out at the local time you picked, not an hour off.
- 2.8.0Tue, Aug 25, 2026
Deposits by bank transfer
Customers can now pay deposits by bank transfer: 1%, capped at $10.