Product tour · quote follow-up for trades and shops

One quote, three copies, nothing lost between them.

Here is what happens to a quote in Carbonset, from the driveway to the deposit, and which copy is doing the work at each step.

Two hands tearing the white copy off a carbonless estimate pad on a pickup tailgate in a Queens driveway. — Tuesday, 7:02 am. The customer copy comes off the pad; the other two stay with the shop.

A service upgrade quote, Tuesday to Thursday.

One quote, three copies, one playhead. Drag through Marisol's week and watch each copy do its job.

White · customer copy

Pellwick Electric

Hi Marisol, your quote from Pellwick Electric is ready: q.carbonset.example/1047

7:02 am

0 opens · not opened yet

Canary · office copy

Sent
Opened
Following up
Signed
Paid

No. 001047 · DK

Marisol T. · Astoria

$12,960.00Not opened yet

No. 001047 · DK

Marisol T. · Astoria

$12,960.00Not opened yet

No. 001047 · DK

Marisol T. · Astoria

$12,960.00Opened 1× · last 7:40 amOPENED

No. 001047 · DK

Marisol T. · Astoria

$12,960.00Opened 2× · last 9:05 pmOPENED

No. 001047 · DK

Marisol T. · Astoria

$12,960.00Opened 3× · last 7:15 amHot · call todayOPENED

No. 001047 · DK

Marisol T. · Astoria

$12,960.00Opened 3× · last 7:15 amCalled 4:30 pm · reachedCALLED

No. 001047 · DK

Marisol T. · Astoria

$12,960.00Opened 3× · last 7:15 amSIGNED

No. 001047 · DK

Marisol T. · Astoria

$12,960.00Opened 3× · last 7:15 amIn the books · INV-2347PAID

Pink · follow-up copy

Thu Oct 1 · 9:00 amText: any questions on quote 001047?
Mon Oct 5 · 7:30 am · moved from SundayEmail: good until Thu Oct 29
Thu Oct 8 · 9:00 amCall task: ask about timing, not price

Thu Oct 1 · 9:00 amText: any questions on quote 001047?
Mon Oct 5 · 7:30 am · moved from SundayEmail: good until Thu Oct 29
Thu Oct 8 · 9:00 amCall task: ask about timing, not price

Wed Sep 30 · todayCall task for Dev: opened 3× in 24 h
Thu Oct 1 · 9:00 amText: any questions on quote 001047?
Mon Oct 5 · 7:30 am · moved from SundayEmail: good until Thu Oct 29
Thu Oct 8 · 9:00 amCall task: ask about timing, not price

Thu Oct 1 · 9:00 amText: any questions on quote 001047?
Mon Oct 5 · 7:30 am · moved from SundayEmail: good until Thu Oct 29
Thu Oct 8 · 9:00 amCall task: ask about timing, not price

Thu Oct 1 · 9:00 amText: any questions on quote 001047?
Mon Oct 5 · 7:30 am · moved from SundayEmail: good until Thu Oct 29
Thu Oct 8 · 9:00 amCall task: ask about timing, not price

Thu Oct 1 · 9:00 amText: any questions on quote 001047?Never sent
Mon Oct 5 · 7:30 am · moved from SundayEmail: good until Thu Oct 29
Thu Oct 8 · 9:00 amCall task: ask about timing, not price

Stops when she signs, replies or says no.

Tue 7:02 am Dev sends quote 001047 from the truck, the morning after the site visit.

Tue 7:40 am Marisol opens it on her phone. Two minutes.

Tue 9:05 pm She opens it again on a laptop and reads the options for six minutes.

Wed 7:15 am Third open in 24 hours. Carbonset adds a call task for Dev, today.

Wed 4:30 pm Dev calls. She wants the car charger circuit too, and asks how long the power is off.

Wed 9:14 pm She signs the Better option from the couch and pays the $3,888.00 deposit by card.

Wed 9:15 pm The deposit clears. The customer, the invoice and the payment land in accounting a minute later.

Thu 9:00 am The day 2 text was due now. It never sends: she signed.

In the app this quote is still at Wednesday 10:30 am, waiting on Marisol. Open quote 001047 →

Six features. One office copy.

A phone on a clipboard next to a carbon estimate pad on a counter.

Send and track

Know the minute they open it.

A wall of wooden cubbies holding canary and pink carbon copies, a hand pulling one pink copy out.

Follow-up cadences

Write the follow-up once.

A hand holding a phone over a folded pink carbon copy on a kitchen table at night.

E-sign and deposits

Sign, pay, done.

A corkboard of pinned carbon copies in rough columns, a rubber stamp on the shelf below.

Quote board

Every open quote on one board.

A monitor with a blurred ledger, a clipped stack of pink copies and a calculator tape.

Accounting handoff

Won jobs go to the books without retyping.

An electrician documenting a breaker panel with a phone, seen from behind.

Field app

The office copy in your pocket.

What it replaces.

A spreadsheet tab called FOLLOW UPA board that files quotes by what the customer did

A sticky note on the monitor: CALL MARISOL??A call task that knows she opened it three times

A deposit check in the truck's sun visorA deposit by card or bank transfer, logged against the quote

Retyping the quote into accounting on FridayAn invoice created the minute it's paid

The owner's memoryA timeline anyone in the office can read

Techs ride free.

Field seat · Tomasz W.Draft · Priya N. · Sunnyside

Standby generator, 22 kW$9,400.00

Transfer switch, 200 A$2,600.00

Gas hookup, licensed plumber$1,100.00

Total so far$13,100.00

3 photos attached · saved offline

Field seats can take photos, add notes and draft quotes. They don't count as seats. Give sending rights to the techs you trust with prices.

Field seatsFree on Duplicate and Triplicate. Drafts land on the board tagged From the field.

See Tomasz's draft on the board →

See it with the sample shop.

Pellwick Electric's board is loaded with fourteen quotes. Move one, open one as the customer, sign it.

Open the app Start free