CounterGo Quick Start Guide - New User
WELCOME TO COUNTERGO!
This Quick Start Guide is a list of hand-picked help articles to guide you through the set-up process if you've never used CounterGo before. 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 email@example.com.
Our Step-by-Step articles will walk you through creating a Quote from beginning to end. Start with the first article below to go through all the articles in the Getting Started Series.
After finishing the Getting Started Series, these are popular Drawing topics to explore further.
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, 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
- Adding Sink Cutout Charges to your Price List
- 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.