Create A Systemize Job Directly From CounterGo

When using both Systemize and CounterGo, Jobs can be created directly from CounterGo Quotes or Orders.

If a Job has already been created in  Systemize, it can be assigned to a Quote in CounterGo, to pull Quote information into Systemize.

There is more information in the CounterGo Knowledge Base: 

Add CounterGo Quotes To Systemize Jobs

Create A Systemize Job From A CounterGo Order

1. Select the Quote from your main list in CounterGo to open the Quote Details page.

2. If this is a Standalone customer, you can create both the Account and the Job at the same time. Click on the Create (+) icon.

3. The Account Name and Job Name fields will auto populate, you can make any necessary edits. Be sure the Create Job radio button is selected, then click Save.

4. This will take you directly to the Job in Systemize. Since this Job was created from a Standalone customer, it is a good idea to add the Job Address immediately by clicking on the Create (+) icon in the Job Address field. You can then edit this Job in the same way you add information to all your Jobs in Systemize.