CounterQuotes
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The full walkthrough

Every feature, in the real product.

These aren't design-tool mockups. Every screen below is the shipping product, photographed doing what it does all day in a working shop — the data is a demo kitchen, the software is exactly what you'd log into.

Actual product screenshots · July 2026
Draw & price

Draw it once. It's priced before you let go.

The canvas thinks in counters, not rectangles — press and drag and it auto-thickens to standard depth; click a side to type its exact length, click a corner to set the angle.

  • Live tallies — deck square footage, edge feet, and the quote total update on every stroke. The $6,578 in the corner is real math, not a placeholder.
  • Fractions or decimals — dimensions read the way your templater talks: 25 1/2″, not 25.50.
  • DXF import — drop a Proliner / LT-55 / Laser Products templating export and it becomes editable, dimensioned pieces instantly, edges read from layers.
  • Photo import — an iPhone shot of the customer's hand sketch becomes a draft drawing you review, not a drawing you redo.
  • Sinks, cooktops, faucets placed on the drawing where they go — each one priced from your cutout fees.
summit-stone.counterquotes.com
The CounterQuotes drawing canvas: an L-shaped kitchen and an island with a sink and cooktop, dimensioned in inches, with live deck and edge tallies and the quote total in the header.

The estimate editor — Draw tab

Slab layout & yield

The slab is real. So is the yield.

Your pieces land on the actual slab photo at true scale. Yield stops being a guess at the saw and becomes a number on the quote.

  • Auto-nesting packs the job into the fewest slabs — and re-packs every time the drawing changes.
  • Vein matching — rotate and drag each piece over the real slab photography until the grain runs clean through the seam.
  • The layout IS the material line — slabs used × slab size × your rate. Two slabs instead of three changes the quote, not just the picture.
  • Backsplashes and waterfalls travel with their counter so the vein stays continuous where it shows.
summit-stone.counterquotes.com
The slab layout tab: kitchen pieces nested onto two real Calacatta quartz slab photos, with yield percentage, slabs used, and the material price computed from the layout.

The estimate editor — Layout tab · priced as laid

Scheduling

Template, fab, install — one calendar the whole shop reads.

Not a whiteboard, not a second subscription. The schedule lives where the quotes live, so winning a job and booking it are the same motion.

  • Win a job, the schedule drafts itself — template, fabrication, and install pencil in from your standard lead times; drag to adjust.
  • Your activity types, your colors — service calls and customer pickups alongside the core workflow.
  • Crews see it in the calendar they already use — Google, Apple, or Outlook, synced both ways with Google Calendar.
  • And in a crew app on their phone — the day's jobs, on-my-way and done, jobsite photos, and the customer's sign-off at the end of the install.
  • Dates reach the customer only when you publish them — the portal shows what you decide is firm, not your working board.
summit-stone.counterquotes.com
The shop schedule in month view: color-coded template, fabrication, install, service call, and customer pickup activities across July.

The schedule — month view, five activity types

Pipeline

Every open dollar, on one board.

Draft, sent, won, lost — the board is the same data as the estimates, so it's never out of date and nobody updates it by hand.

  • Drag a card, the estimate moves — marking a quote won locks its pricing snapshot and offers to draft the job's schedule.
  • Column totals show what's sitting in drafts and what's out with customers right now.
  • Follow-ups fire on their own — quotes know when they were sent and when they were opened, and nudge you (or the customer) on your schedule.
summit-stone.counterquotes.com
The pipeline board: estimate cards with customer names and dollar values in draft, sent, and won columns, with column totals.

The board — totals per stage, cards are live estimates

Customers

Contractors, builders, homeowners — with their pricing attached.

The customer book isn't a separate CRM you keep in sync. It's the same system, so a builder's tier pricing follows them onto every quote automatically.

  • Price tiers and price lists per customer — builder, trade, commercial, retail. Set it once; every new quote inherits it.
  • Open value at a glance — each row shows the quotes outstanding and the last time you quoted them.
  • Contractors carry their homeowners — bill the builder, track the client, keep the job under the right roof.
  • Search everything — name, contact, job, phone, email, or address, from one box.
summit-stone.counterquotes.com
The customer book: direct customers and contractors with contact info, open quote value, and last-quoted dates.

The rolodex — direct customers and contractors

Website leads

The quote request that arrives pre-drawn.

Every shop gets a public "draw your countertop" page to link from its website. A homeowner sketches their space in the same canvas your estimators use — translated into homeowner words — and sends it with photos and contact info. No dollar amount is ever shown to them; pricing stays yours.

  • Lands on your pipeline as a website lead — the full drawing, material picks, notes, and photos of the space attached.
  • One click to price — accepting the lead creates the customer and a draft quote with the drawing already loaded in the editor, priced from your catalog.
  • Up to three colors picked from your live catalog with real slab photography — quote them side by side as good, better, best.
  • Bots bounce — a human-check, per-visitor rate limits, and a daily cap keep the leads real.
summit-stone.counterquotes.com/quote
The public draw-your-countertop page: a homeowner's L-shaped counter drawn on the canvas with dimensions, above a guided wizard step explaining how to draw their space.

The public intake page — the same canvas, homeowner mode

Also in the box

The rest ships too.

No add-on pricing, no "available on the bigger plan." Every seat gets all of it.

Accounting

QuickBooks Desktop & Online

Won estimates post to your company file — customers, items, and totals mapped once, then no re-typing. Desktop and Online are both live today.

Customers

Customer portal

Your customers sign in at your address, watch their project move, approve quotes online, and confirm template and install visits — fewer "any update?" calls.

Field

Crew seats included — with a real phone app

Every office seat includes 2 crew seats free (extras $5). Crews install the app from the browser — no app store — and get their day's jobs, on-my-way and done, jobsite photos and files, notes back to the office, and the customer's sign-off captured on-site. No quoting, no dollars on screen.

Quotes

Branded PDF & hosted quotes

Send a link or a PDF with your logo, your accent colors, and exactly the sections you choose — with a live preview in Settings. Hosted quotes track opens, and acceptance is recorded against the exact revision the customer saw.

Pricing

Price lists, locked quotes

Multiple price lists with per-list rates. A sent quote freezes its prices — a catalog update never silently rewrites an offer that's already out.

Catalog

1,100+ colors with slab photography

Silestone, Dekton, Cambria, MSI, and more, with real slab images for layout — or drop in your own price book and AI reads the whole sheet, supplier costs included.

History

Revision history

Every save is a revision you can open and restore. When a customer says "the earlier version," you have it.

Access

Passkeys, groups & roles

Sign in with a fingerprint instead of a sticky note. Groups control who sees costs, who quotes, and who just schedules.

Migration

Concierge migration

Customers, price book, and quote history moved in from Moraware CounterGo and checked against real quotes before you go live.

Get started — first month free Compare it honestly