Carbonset
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Carbonset
Product
Product tourIntegrationsPlaybooksTradesSetup weekCompareSend and trackFollow-up cadencesE-sign and depositsQuote boardAccounting handoffField app
Pricing
Docs
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
Company
AboutCareersSecurityContactFAQThe Office CopyPrivacyTerms
Open the appSupport (718) 555-0148 · from 7:00

All docs

Docs home
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

Field app · Carbonset

Build the quote before you back out of the driveway.

Price book, photos, options, send: the field app builds the quote before you back out of the driveway. Techs who only take photos and notes ride free.

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

Build a quote on the phone.

Tomasz is in Priya's side yard in Sunnyside. Tap the price book to build the generator quote.

Draft · Priya N. · Sunnyside
Standby generator, 22 kW, set on pad$9,400.00
Automatic transfer switch, 200 A$2,600.00
Total$12,000.00
No signal in the basement? It saves and sends when the phone finds one.
Price book · Pellwick Electric

Your own items, your own prices. Tap again to take a line off.

How it works.

  1. 1
    Pick from the price book

    Search your own items by name, with your prices already on them.

  2. 2
    Add the site photos

    Straight from the camera, up to 20 per quote.

  3. 3
    Send from the truck

    Or save it as a draft for the office. It sends when the phone finds signal.

A technician kneeling by a brick wall, photographing an electric meter socket with a phone, carbon copies on his knee.

Fine print.

SettingWhat it does
PhonesiPhone and Android, the last four OS versions
OfflineDrafts save without signal and send later
PhotosUp to 20 per quote
Field seatsFree on paid plans; draft, can't send unless allowed
DraftsLand on the board tagged From the field
PlansAll

In the docs.

Import your price bookBring your items in from a spreadsheet: the columns we need, the units we understand, and how updates work.5 min readSend your first quote in ten minutesCompany details, three price book items, one quote sent to yourself, and a cadence to follow it up.4 min read

Next: send and track.

Send the quote by text and email in one tap. Carbonset logs every open of the quote link, on what kind of device and for how long, and puts the count on the board.

Send and track →Open the field draft
Start freeNo card · 14 example quotes loaded

Carbonset37 pages / Fictional brand / Demo site by Sumo Studios
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