CounterGo Onboarding: Price Lists

Tips on how to set up price lists for more consistent quoting that your entire team can use.

 

CounterGo: Price Lists

Price lists can reduce the amount of work it takes to produce a quote and help you provide more consistent quoting across your team. 

Top Tips:

  • Start with one price list for your most common uses. You will have less to keep up to date.
  • Start with your most common items and materials. Focus on items that have set pricing or your standard materials and colors that you use most often.
  • Include your common options like labor, demo, or trip charges.
  • Don’t worry about setting prices right away. You can do this later.

CounterGo Playlist: Price Lists

Playlist

7 Videos

CounterGo Knowledge Base Top Resources

CounterGo: Onboarding

Explore the resource pages below to set up and use CounterGo. 

How to Draw

Here are the basics on how to draw and create quotes

Slab Images

Tips on how to upload slab images on your quotes to preview seams

Price Lists

Organize and simplify your price list for faster and standardized quoting across your team

Customize Quotes

Customize your quote layout with these helpful resources

Orders and Payments

Walk through the steps to converting a quote to an order

QuickBooks Integration

Learn how Orders can be exported to QuickBooks

Not sure what to do? We can help!

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