Integrations · Carbonset, quote follow-up for trades and shops
Carbonset fits between the truck and the books.
It doesn't replace your accounting software, your calendar or your payments processor. It hands each of them what they need, at the moment they need it, and nobody types a quote twice.
Six connections, by what they do.
Accounting software
- Syncs
- Customer, invoice and deposit payment, created when a quote is paid.
- When
- One minute after the deposit clears
Payments processor
- Syncs
- Deposits by card or bank transfer on the processor's own page. Refunds from the quote.
- When
- At signing, or later from the quote link
Your calendar
- Syncs
- Call tasks and install dates as events on the rep's calendar, with the quote link in the note.
- When
- When a call task is created or a date is set
Spreadsheets and CSV
- Syncs
- Price book in, every quote, customer and event out. Desktop accounting gets a daily file.
- When
- Any time, from Settings
Email and texting
- Syncs
- Quotes and follow-up from your registered number and your own reply-to address.
- When
- On every send and every cadence step
API and webhooks
- Syncs
- Create and send quotes from your own systems; hear about opens, signatures and payments.
- When
- Within seconds of each event
We name integrations by what they do, not by brand. Ask us about yours: (718) 555-0147.
One quote, four handoffs.
- Tue 7:02 amThe quote goes out by text and email from Pellwick's registered number.
- Wed 7:15 amA call task lands on Dev's calendar: third open in 24 hours.
- Wed 9:14 pmMarisol pays the $3,888.00 deposit on the processor's page.
- Wed 9:15 pmCustomer, invoice INV-2347 and the payment appear in the books.
Not sure yours connects? Ask the person who set it up for forty shops.
Maribel S. runs onboarding. She'll tell you on the first call whether your books, your calendar and your processor connect, and what to do if they don't.
Carbonset37 pages / Fictional brand / Demo site by Sumo Studios
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