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

Setup week · quote follow-up software for trades and shops

Your first week, set up with you.

Maribel and the onboarding team do the dull parts with you: the price book, the texting number, the first cadence. Most shops send their first quote on day one.

Two people at a plumbing shop desk, one pointing at a laptop, the other holding canary and pink copies, a parts counter behind.

The week, day by day.

  1. Day 1Monday

    A 30-minute call

    • Company details, logo and your terms
    • Texting number registration submitted
    • Your first quote, sent to yourself
  2. Day 2Tuesday

    The price book

    • Send your spreadsheet, or photos of the binder
    • On Triplicate we type it in, done in 2 business days
    • On other plans, a call to walk through the import
  3. Day 3Wednesday

    Your cadence

    • Pick the starter for your trade and change the words
    • Turn on deposits and set the default percentage
    • Connect your accounting software
  4. Days 4 to 5Thursday, Friday

    Real quotes go out

    • By email first, with open tracking from the first send
    • Texts wait until your number is approved
    • Call us from the truck if anything looks wrong
  5. Days 6 to 15Carriers' turn

    Texting number approved

    • Registration takes 3 to 10 business days
    • Held texts go out at 8:00 the morning it clears
    • Nothing for you to do but keep quoting
  6. Week 2A 20-minute check-in

    What moved, what to change

    • Which slips left Opened, and after which step
    • One change to your cadence, if it needs one
    • Questions from whoever runs the office

What to have ready.

  • Your logo, the file you put on the truck
  • The wording you want under your name, such as "Licensed and insured"
  • Your price list in any shape: spreadsheet, binder or a photo of a whiteboard
  • Your legal business name and EIN, for the texting number
  • Your deposit terms and how long a price holds
  • Open quotes from the last 60 days, if you want them on the board

Who you'll talk to.

OnboardingMaribel S.

Ran billing for a roofing company in Nassau before she joined. She sets up your price book, your number and your first cadence.

SupportJoe P.

Twelve years behind a plumbing supply counter. He answers the support line from 7:00 when the onboarding call is over.

Onboarding callsFree on every plan, as many as the first month needs.
Price book importDone for you on Triplicate. A walkthrough call on the other plans.
Support line(718) 555-0148, weekdays from 7:00, Saturdays from 8:00.

Book your setup call.

Start free, then pick a 30-minute slot. Bring the price book in whatever shape it's in.

Start freeCall to book it
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