Contacts store customer details and link them to estimates, invoices, and companies. With Operations, they also connect to deals, sales events, jobs, and tasks.
Creating a contact ensures every sale, communication, and activity is tracked to the right customer.
Creating a Contact
1. Click the New Contact button.
2. Enter the contact details.
How to add a contact to an estimate
On the estimate select Add Contact
Use the search bar to choose a contact from your list of existing contacts or click on +New to create a contact.
Contact Page Overview
Once created, each Contact has its own page with detailed information.
Details Section
Shows the Contact's name, address, and related company.
Edit by clicking the pencil icon or the "..." (More) menu next to the name.
Estimates & Invoices
Keep track of all Estimates and Invoices linked to that contact.
Activity & Chat History
View all interactions with this Contact. Learn more about activity in PaintScout >
Operations-only features
With PaintScout Operations, the Contact page helps you keep track of everything tied to your customers and deals.
This feature requires the paid Operations add-on.
Deals, Events & Tasks
Find all linked Deals, Events, and Tasks specific to that Contact.
Tags
Add tags to organize and filter your contacts. Learn more about Tags >
Notes & Files
Notes: Add important internal notes. Notes can be edited anytime.
You can also attach files directly to notes for easy reference.
Files: Upload relevant photos, PDFs or other files to your contact.