How to see the last week of quotes

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....

How to change the quote expiration date

In CounterGo, all quotes expire. This way, 10 years from now, you won’t be forced to honor a quote that you just created. You can show the expiration date on the quotes you print, and if you email quotes the links to expired quotes stop working after the...

Getting started with CounterGo

Ready to dive into CounterGo, but not sure what to expect? Here’s how it works. Decide you’re ready for a change. Before you decide to use any software, you should be sure that you’re ready for a change. We’ve found that it’s good to talk...

How to add images of finished edges

As you’re setting up CounterGo, you’ll notice that we have a handful of edge profiles pre-loaded into the price list. Based on what we’ve seen, the default list covers the most common edges, but you can add, rename, or remove any of the edges....

How to remove users

Over time, you’re going to have users in JobTracker and CounterGo that you’ll want to remove. For example, when an employee leaves, you’ll want to make sure that they don’t have access to your critical business information any more. As the...