Why use the chat feature?
We understand the importance of accessible communication, and we know your clients do too! That’s why we’ve introduced a feature that allows you to connect with clients directly on the estimate. Clients often have questions about their estimates, and now it’s easier than ever to chat and clarify.
The chat feature is designed to establish clear lines of communication between the estimator and the customer. By simplifying this interaction, you increase the likelihood of closing the sale—a win-win for everyone.
How does the chat feature work?
When your client receives an estimate, a "chat" button will appear in the bottom right corner, allowing them to message you directly with any questions. These messages are instantly sent to the estimator via email notification.
When you respond to a chat, the client will receive an email notification informing them of your reply.
💡 You can choose to reply either via email or directly within PaintScout's chat system—regardless, the entire conversation will be tracked and recorded on the estimate.
Steps for using Chat:
1. Send your estimate to a client.
2. If your client has questions, they can tap or click on the chat feature in the bottom right-hand corner of their screens.
3. Once the client has sent a message, you'll receive an email notification, and you can respond through the received email. It's the same process for clients; they can reply again through the received email notification if need be.
4. All responses will show up in the chat box on the estimate, clients have two options; they can reply via email or they can respond directly in the chat box!
Chat Notifications
1. Click the person icon in the top right of your page and go to your Your Profile > Notifications section.
2. Select the checkbox for New Messages.
Setting an Away Status
1. Click the person icon in the top right and go to your Account Settings > Communications > Chat section.
2. Add your away status. If you would like your status to always show, toggle the switch on.
