PaintScout provides three ways to share estimates and work orders with your team: email, live links, and downloadable PDFs. Different user types and permissions determine what each team member can access.
Sharing and Receiving
As a Sales or Team user with sharing permissions, you can share estimates and work orders using any of the three methods below. You also have access to the Share with Staff action to make estimates visible to specific Painter users.
Painter users can receive estimates, invoices, and work orders as shared links from Sales or Team users.
To set up notifications:
1. Go to Your Profile → Notifications.
2. Enable the relevant sharing notifications.
What to expect from shared links:
Open the shared document directly from the link.
View the full document content included in that link.
Use the link outside the Painter app experience.
1. Send as an Email
To start, open the estimate or work order you want to share.
If you are wanting to share the Estimate please ensure you are on the Estimate tab.
If you are wanting to share the Work Order please ensure you are on the Work Order tab. Once you're ready, click on the Send button.
In the To: field, enter your client or team member's email address and customize the email template as needed. When you are ready, press send and your estimate or work order will be on its way to their inbox!
2. Share as a Live Link
Sometimes, real-time collaboration is key. With PaintScout, you can share estimates or work orders as live links, allowing your team to stay up to date with the latest updates as they occur.
Click on the drop-down menu next to the Send button and choose either Copy Estimate Link or Copy Work Order Link.
Once you've done that, you can paste the link in an email, text message, or Slack channel message to share it with your team.
They can simply click on the link to access the estimate, and any changes you make will be visible to them in real-time.
3. Download a PDF
If you prefer a more traditional approach, PaintScout lets you download estimates or work orders as PDF documents.
Click on the drop-down menu next to the Send button and select Download PDF for the estimate or work order.
Once you have the PDF file, you can email it directly to your team or print it out for their reference.
Remember, effective communication is the key to success in any project! By utilizing PaintScout's sharing features, you can keep everyone in the loop and ensure a smooth workflow.