PaintScout offers a range of options for placing notes in various places, depending on who you want to make them visible to. Let's explore the different types of notes you can leave:
Client Notes
Estimate Notes
You can leave a note that will appear on the estimate underneath the totals box. Open the sidebar menu on your right and select Advanced, then leave your note under the Client Note section.
Area Notes
If you want to add a note to your customer about a specific area, open the area > click the edit at the top > Notes button > Client Note.
Crew Notes
👀 Crew notes are only visible to your team and will not be seen by your customers.
General Notes
You can add crew-related information or any important details for your production team in the Crew Note section on work orders. To update the general crew note, navigate to the work order and select the Edit Crew Note button or the pencil icon.
Surface Notes
You can leave crew notes on individual surfaces by clicking on an area, selecting the surface, and scrolling to the Crew Note section (or click the notes button at the bottom).
The note will appear on the work order under the surface.
Area Notes
You can add a crew note to an entire area by clicking the area > Edit at the top > Notes button > fill in your information in the Crew Note box.
The note will appear on the work order under the area.
📝 If you would like your Crew Notes to be highlighted as seen above,
reach out to our support team to have the feature activated!
Estimator Notes
During your initial walk-through, you can use the Estimator Notes section as your virtual scratch pad to jot down important details. These notes remain completely internal and are only visible to other PaintScout users. They will not be shown on the work order or estimate. To add Estimator notes, click the Notes tab within your estimate.
Contact Notes
You can use the Notes section on contact profiles to leave important information about your customers. These contact notes are strictly internal and will not be visible on the work order or estimate. However, they will show up on the exported report of your contact list. To add a contact note, simply edit the contact directly on the estimate or go to their profile under the People tab and use the provided Notes section.
Status Change Notes
Sometimes, you may need to indicate the reasons behind a customer's decision, such as a declined estimate or putting it on hold. In such cases, you can leave a note by clicking the Status in the estimate and typing your message in the Status Change Reason Box. These notes won't be displayed on the estimate or work order but will appear as an internal banner along the top of the estimate, visible to other PaintScout users.
