Here are answers to some of the most common questions about working with the PaintScout CRM.
Why can’t I add more than one estimate to a deal?
Why can’t I add more than one estimate to a deal?
We understand why it might feel convenient to link multiple estimates to a single deal. However, we’ve designed the system so that each Deal has only one Estimate. This keeps your pipeline stages accurate and avoids confusion.
Here’s why:
Stage Accuracy
Imagine creating both an interior and exterior estimate under the same deal. If the customer only accepts the interior proposal, moving the deal to “Won” would reflect the status of the interior work — but not the exterior estimate. Similarly, if both are accepted but production timelines differ, moving the deal to “In Production” could misrepresent which scope of work is actually underway.Reporting
On the reporting side, you’re covered. Each estimate is tracked individually, so win rates and marketing/lead source reporting remain accurate. The deal itself holds the source, and if you create two deals (one for interior, one for exterior), reporting will show the dollar value and estimate counts tied to that source.
👉 That’s why we recommend creating separate deals for each distinct estimate. It ensures your deal stages reflect the true progress of each scope of work — and keeps your pipeline, communications, and reporting crystal clear.
How do I edit the deal stages?
How do I edit the deal stages?
You can customize your pipeline stages in your account settings > Deals section.
How to edit deal stages >
How do I adjust the name of a deal?
How do I adjust the name of a deal?
Open the Deal
Click the pencil icon in the details card or "..." (More) menu, and select Edit Deal.
From here, you can rename the Deal and update other details like owner, stage, location, and source.
How do I add a tag to a contact, deal, estimate, or company?
How do I add a tag to a contact, deal, estimate, or company?
Navigate to the record
Find the Tags section and click the pencil icon to add a tag.
You can select from tags created in Settings.
How do I remove an estimate from a deal?
How do I remove an estimate from a deal?
Go to the deal
Find the estimate card and click the "..." Menu and choose Remove Association
The Estimate (and any linked invoices) will no longer show on the Deal, but they will still be visible in the Estimates and Invoices pages.
Why can’t I change the deal on a scheduled event?
Why can’t I change the deal on a scheduled event?
Once an event is scheduled, the Deal link cannot be changed. This ensures that activity history stays accurate. If the event needs to be connected to a different deal, cancel the event and create a new one linked to the correct deal.