Painter Accounts give your field workers a dedicated, focused space to view their assigned jobs and work orders. Whether you have in-house employees or subcontractors, Painter Accounts are built around what your crew actually needs on the job.
⚠️ Disclaimer: Painter Accounts are currently in active development. You may encounter bugs, missing functionality, or things that don't work quite as expected. We're actively making improvements and would love your feedback if you run into anything!
Feel free to reach out to us at product@paintscout.com
Getting Started
Painter Accounts work alongside your existing Operations setup. Painters are assigned to jobs through the Production Calendar and Crews — so you'll want to have those set up first.
Step 1: Add painter seats to your account:
Go to Account Settings → User Management
Click + Add User
Enter their name and email
Select their role — Painter (employee) or Painter (subcontractor). This sets their default permissions, but you can adjust them at any time.
Permission | Employee | Subcontractor |
View client info (name, email, phone) | ✅ On | ❌ Off |
View job value and prices | ✅ On | ❌ Off |
Add/view payments | ✅ On | ❌ Off |
Add additional work | ✅ On | ❌ Off |
Add/view tasks, notes, and files | ✅ On | ❌ Off |
Step 2: Check their permissions
Once you have added a painter user, be sure to check they have the access you want them to have.
Regardless of permissions, painters always have access to the deal name and job address.
Step 3: Add Painters to Crews
Once you've added a Painter, make sure to add them to a crew so their jobs show up on their schedule.
Go to Account Settings → User Management → Crews
Open the relevant crew, and add them in the Crew Members field.
What do my painters see?
Schedule & Timeline View
Painter Accounts are built around a simple timeline view. Painters can see last week, this week, and next week. When they're assigned to a job, it appears on their schedule automatically and they receive an email notification.
Schedule & Timeline View
Painter Accounts are built around a simple timeline view. Painters can see last week, this week, and next week. When they're assigned to a job, it appears on their schedule automatically and they receive an email notification.
Work Orders
Each job has a built-in work order so painters always know what's expected on site.
Work Orders
Each job has a built-in work order so painters always know what's expected on site.
A few things to know:
The work order from the invoice is used by default
If no invoice exists yet, the estimate work order is shown — and automatically swaps to the invoice version once one is created
Work orders are always shown in area view
Invoice number, date, and status are removed — painters only see what's relevant to doing the job
Additional Work
If this permission is enabled, painters can add additional work directly from the job — great for on-site upselling or scope changes.
Additional Work
If this permission is enabled, painters can add additional work directly from the job — great for on-site upselling or scope changes.
They have two options when adding additional work:
Preset list — items from the original estimate or invoice the customer didn't approve, ready to add for approval
Custom item — create a new custom line item (custom areas not supported for this initial beta release)
Tasks, Notes, & Files
If this permission is enabled, painters can view all tasks from the deal, add notes, and view files attached to the deal.
Tasks, Notes, & Files
If this permission is enabled, painters can view all tasks from the deal, add notes, and view files attached to the deal.
A few things to know:
Other users can also assign tasks directly to a painter from the deal.
Painter can see all notes from the deal
Painter can see all tasks from the deal
Painter can see all files attached to the deal
Notifications
Painters receive automatic email notifications to keep them in the loop. They can toggle these on or off themselves:
Notifications
Painters receive automatic email notifications to keep them in the loop. They can toggle these on or off themselves:
Job assigned — when a job is added to their schedule
Job updated — when the date of a job changes
Job cancelled — when a job is deleted
One notification is always on and cannot be turned off:
Job re-assigned — when a job is moved to another crew or painter
FAQ
I added my painters to crews, but the jobs aren't showing in their account
I added my painters to crews, but the jobs aren't showing in their account
Crew members are set at the time a job is created
If you update a crew's members in settings, only new jobs created after that change will reflect the updated crew members. Any existing jobs — past, current, or upcoming — will keep the crew members that were assigned at the time the job was created.
💡 Tip: If you need to update the crew members on a current or upcoming job, you can do this directly on the job itself.
Thanks for Trying the Painter Accounts Beta!
We're excited to have you and your crew trying out this new experience. Since this is actively in development, your feedback is incredibly valuable as we continue to improve.
If you have questions, run into issues, or just want to share your thoughts, please reach out anytime at product@paintscout.com
Thanks for helping shape what's next!