Carbonset
Open the appStart free
Search · Form CS-000

Popular

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

Send and track · Carbonset

Know the minute they open it.

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.

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

Two opens before ten. Watch the third.

Quote 001050 went to Ivan R. at 8:20 this morning. He has opened it twice.

No. 001050 · Ivan R. · Long Island City · Tomasz W.

  1. Wed 8:20 amSent by email and text
  2. Wed 8:41 amOpened on a phone · 1 min
  3. Wed 9:58 amOpened on a phone · 3 min
Watch what a third open does to the office copy.
Pellwick ElectricQuote 001050 · for Ivan R.

Breakers tripping in two bedrooms

Service call and diagnosis$165.00
AFCI breaker, replaced × 4$460.00
Loose neutral, 2 bedrooms$615.00
Total$1,240.00
Accept and sign

This link tells Pellwick Electric when it's opened.

2 opens since 8:20 am

How it works.

  1. 1
    Build or import the quote

    Pick lines from your price book, or bring a quote in from a CSV.

  2. 2
    Send by text, email or both

    One tap sends the link. The PDF rides along on the email.

  3. 3
    Watch the opens

    Every open of the link lands on the timeline, with the device and the minutes.

A hand holds a phone on a city street, apartment blocks blurred behind.

Fine print.

SettingWhat it does
Opens counted fromThe quote link, not email pixels
RevisionsThe old link points to the newest revision
BrandingYour logo, license number and terms on every quote
PDFAttached to email, linked in texts
Quotes a month15 on Single, unlimited on paid plans
PlansAll

In the docs.

How open tracking works, and where it doesn'tWhat counts as an open, what we ignore, and the hot quote rule that turns three opens into a call.4 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: follow-up cadences.

A text, an email, a call task, on the days you pick. Write it once and Carbonset runs it on every quote until they sign, reply or say no.

Follow-up cadences →Open quote 001050 as Ivan
Start freeNo card · 14 example quotes loaded

Carbonset37 pages / Fictional brand / Demo site by Sumo Studios
Start
Main pages
Details
Try it
Behind the counter
Small print
Back to Sumo Studios

[] previous / next demo