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How to see the last week of quotes

Jan 17, 2013 | CounterGo Tips

CounterGo makes it very fast to draw, layout, and quote counter tops. But, there’s more to it than just creating the quotes. You can also see what you’ve done – through views.

For example, it’s critical to follow up with your prospects quickly. Making sure you know who’s gotten a countertop quote recently is a great way to make sure you’re calling the right customers. So, you can create a view for that. Here’s an example of seeing quotes that have been created in the last 7 days.

You can customize the view more by adding more columns. If you add your customer’s phone number right on the Quotes page, you might not even need to go to the Quote Detail page before you call them.

If you need more help, or would like to see more example views, check out our help.

Want to know more? At Moraware, we make software for countertop fabricators. CounterGo is countertop drawing, layout, and estimating software. JobTracker is scheduling software that helps you eliminate the time you waste looking for job folders. RemnantSwap is a free place to buy and sell granite remnants with fabricators near you.

Harry Hollander

Harry Hollander

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