PaintScout Glossary | PaintScout Help Center

Admin Account: A legacy account - this account type granted access to all settings and estimates.
API: It stands for Application Programming Interface, enabling different applications to communicate and integrate.
Area: In PaintScout, it refers to the specific space where a project focuses, like kitchen or living room.
Auto Follow-Up: A pre-written email or text sent automatically to customers based on specific conditions.
Auto-Populate: Information filled in automatically under certain conditions.
Coverage Rate: The area covered by a specific product measurement, like 400 square feet per gallon.
Crew Note: A note visible only to crew members on the work order, not customers.
Crew User: A legacy account type - designed for project managers, crew leaders, and painters, with limited permissions to access project-specific information.
CSV File (Comma-Separated Values): A plain-text file for exchanging data across different applications.
Dropbox: A file-hosting platform integrated with PaintScout for sharing and storing documents.
Estimate Type: Different project categories like interior vs. exterior in PaintScout.
Grouping: Organizing substrates or items into categories for better estimate presentation and organization.
Integration: Allowing separate applications to communicate and share data.
Line Item: Company-specific area added to an estimate, with or without a cost, like consultation with a designer or preparation process.
Markup: The difference between selling price and production cost.
Painter User: Currently in beta. This is a limited access seat type designed for field workers — painters, crew members, and subcontractors.
Pipeline: A CRM software provider integrating directly with PaintScout for tracking leads and deals.
Presentation: A PaintScout feature adding photos and descriptions to estimates sent to customers.
Production Rates: Calculations determining substrate prices.
QuickBooks: Accounting software integrated with PaintScout for small to medium-sized businesses.
Sales User: The primary seat type, designed for anyone who estimates, sells, or manages the business. This type can be fully customized with our custom permissions.
- Previously, the legacy Sales account granted limited access to sales-related functions, not account settings.
Smart Template: Ensures up-to-date information from settings.
Stripe: an online payment platform for businesses to accept payments securely in-app.
Substrate: A specific surface in a given area to be worked on, like walls or windows.
Success Package: Additional plan for purchase by PaintScout to aid in your initial account set-up.
Surcharging: Passing credit card processing fees to clients by including them in invoices.
Team User: A lighter seat type designed for people who need broad visibility across the account but don't create or edit estimates and invoices. Think office staff, production managers, and scheduling coordinators.
Template: A preset estimate for frequently done projects, reducing repetition and time taken for estimates.
View-Only User: A legacy account type desgined for office staff with restricted permissions to access essential information for reviewing work orders, invoices, and customer details.
Win Rate: The percentage of leads converting into sales, visible in your dashboard statistics.
Wisetack: offers consumer financing solutions for residential projects.
Workglue: Integrated with PaintScout, providing CRM tools like scheduling jobs and managing crew.
Work Order: A document detailing all information for crew members to complete a painting job.
Zap: An automated workflow connecting apps or services, usually triggered by an event.
Zapier: Software automatically moving information between web apps, integrated with PaintScout.