CounterGo Quick Start Guide - Experienced User
WELCOME TO COUNTERGO!
This Quick Start Guide is a list of hand-picked help articles designed to refresh you on the CounterGo set-up process. You can also check out our Getting Started Videos to get Quoting quickly. If you have questions or would like to set up a call, email our friendly CounterGo experts at firstname.lastname@example.org.
You can quickly customize your Quote & Orders Forms with your logo and contact information. Forms determine how your Quotes & Orders look when you send them to your customers.
Create an Email Template so you can email Quotes & Orders to customers directly through CounterGo.
We recommend starting your CounterGo pricing with a single Price List. Ideally, you will use one price list for your highest prices and then add discounts for builders and dealers. The fewer price lists you have, the fewer you’ll need to update later.
- Price List - Essentials To Start Quoting
- Quote Materials of Different Thickness or Finish
- Organize Material Pricing with Price Groups
- Using Price List Filters
- Add Flat-fee Charges to your Price List with Other Items
- Add Unit-priced Other Items or Services to Your Price List
Convert Quotes to Orders once a customer decides to go forward and you can Invoice, Record Payments, and track your sales through CounterGo.