Events help you schedule estimates, meetings, and other activities for your team. You can create a new Event from several places in PaintScout, and each method opens the Add Event dialog where you’ll enter the details.
Creating an Event
Click the +New Event button
Select the event type
Select which deal the event is associated with
Enter the location of the event
Add a description about the event
Select the Schedule User button to assign someone on your team
Select the who the event is scheduled for and the duration
Pick a time slot on the calendar
💡 Pro tip: When scheduling a day and time, look at the map to see where your teammate will be throughout the day so you can schedule events that are geographically close to one another.
Confirmation Email
When saving an event, you’ll see the Add & Send dialog:
Choose to send a confirmation email to the customer.
Once confirmed, the event appears on the Calendar (Day, Week, and Month views).