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Let your dealers create quotes

Jul 9, 2013 | CounterGo

The latest update to CounterGo adds support for Account Users. These are users who can create and edit quotes, but only for the accounts you specify.

This enables your dealers to:

  • Give quotes to the customer without waiting on you to respond
  • Instantly create variations of a quote with different color and edge selections
  • Create quotes on weekends when you may not be working
  • Send you drawings that you can actually read

Account Users have some limitations that make them appropriate for dealers:

  • Cannot change prices
  • Cannot change discount
  • Cannot delete quotes
  • Can only create quotes for specific accounts assigned to the user
  • Can only print quotes with specific forms assigned to the user

How much does it cost? Account Users cost the same as regular CounterGo users.

To setup an account user for a dealer, click on the menu Admin > Users. At the bottom of the page is a section for “Account Users”. You can create a new Account User, or if the dealer is already an External User in JobTracker, you can use the same name for the CounterGo Account User. When you create the Account User, select the accounts and forms you want them to use.

Want to know more? At Moraware, we make software for countertop fabricators. CounterGo is countertop drawing 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.

Ted Pitts

Ted Pitts

Author

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