What Transfers From A CounterGo Quote To Systemize?
Systemize Jobs can be created from a CounterGo Quote without first converting the Quote to an Order.
When a Job is created directly from a Quote, Customer and Account information will transfer over, but Quote information like Price, Material, Color, Square Feet, Splash and Edge will not. That information must be manually entered into a Job Form like Area (Room) Details.
See Related Articles below for more information on creating Jobs from Orders to pull that information over automatically.
- The Quote Address will become the Job Address. The Quote Contact information will become the Job Contact information.
- The Account, Account Salesperson, Account Address and Account Contacts will transfer over.