CounterGo Onboarding: Orders and Payments
Get an understanding of orders and how payments work.
CounterGo: Orders
When a customer is ready to move forward, easily convert a Quote into an Order. Orders let you track what’s sold versus pending, review payment history, and see key job details at a glance. Customize your Order Views so the most important info — like sale date, total price, and square footage — is always front and center.
From Quote to Job in Systemize
Utilize Systemize to manage scheduling and track all of the job details in one place. Not using Systemize yet? Talk to our team and get a demo.
CounterGo Knowledge Base Top Resources
Here are some support articles to walk you through some common questions about orders and payments.
CounterGo: Onboarding
Explore the resource pages below to set up and use CounterGo.
Here are the basics on how to draw and create quotes
Tips on how to upload slab images on your quotes to preview seams
Organize and simplify your price list for faster and standardized quoting across your team
Customize your quote layout with these helpful resources
Walk through the steps to converting a quote to an order
Learn how Orders can be exported to QuickBooks
Not sure what to do? We can help!
Need to resolve a technical issue, review your setup, or optimize your account? We would love to help. Our support team is available to connect by phone, email or video chat.
Monday – Friday 8 am – 4 pm (Pacific Time)
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