May 14, 2024
Customize your list of payment methods
Go to your Account Settings > Invoices > Payment Methods section.
Click to +Add New Payment Method
April 30, 2024
CompanyCam Image Descriptions Now Transfer
April 16, 2024
Quickbooks Invoice Created when Invoice Status Changed to Paid
We added an option for how invoices are created in Quickbooks -- when the PaintScout invoice status has changed to paid.
View-only Users Can Add Contacts
Pretty straightforward here! View-only users can now create new contacts in PaintScout.
April 3, 2024
Highlight and Change Text Color on Description Fields
Exciting news! You can further customize the text in description boxes by changing its color or highlighting it. Simply click the 'A' to select a new color, and use the 'Pencil icon' to highlight text in a different color.
⚠️ Please note this feature is currently in beta; reach out to support@paintscout.com to have it enabled.
Custom Area Names will Autofill
If you type an area name and it does not pop up, click the 'Create Custom Area' button and your name will remain auto-filled in the field so you don't have to type it in again!*
*It will not save to your settings. But if you use the name a lot, we suggest adding it to your Area Names list!
New Payment Method: Financing
You can now select Financing as a method of payment when manually recording payments on your invoice.
March 14, 2024
All New Templates will use Smart Template Functionality
New Update: any new template you make will use our Smart Template functionality - any existing estimates that have not been made with this feature will remain unchanged.
March 5, 2024
Switch to SQFT / LNFT Button
We've gotten tons of feedback from users about wanting the ability to easily enter the direct square footage or linear footage of a surface, rather than adjusting the length, width, or height. We decided to add a little 🔄 "Switch" button so you can easily change between SQFT/LNFT and L/W/H on a surface's dimensions.
New 'Last Year' Date Preset on Dashboard
You can now easily filter Last Year's date range on the dashboard.
Link to Stripe Payment from PaintScout
Curious about one of your Stripe payments listed on your PaintScout invoice? You can visit the Stripe payment directly from the payment in PaintScout. Just open up the payment, and select the View this payment in Stripe button!
Add expiration date after it's been disabled
If you have disabled the expiration date on an estimate, fear not! You can easily add it back in by clicking the Estimate's date > Enable Estimate Expiry > Set Estimate Expiry Date
View-Only accounts can now add crew notes
View-only users can now add crew notes to the area, surface, and the top of the work order!
February 12, 2024
Smart Templates
We're excited to release a new and improved version of templates - Smart Templates 🤓
This version ensures that your templates always incorporate the latest information on production rates, products, hourly rate, terms, and more from your settings.
⚠️ Please note this feature is currently in beta; please reach out to support@paintscout.com to have it enabled.
January 30, 2024
4 Coats on Production Rates
Exciting news! Your production rates can now calculate 4 coats - pretty awesome, eh?
You can make adjustments in the production rates section of your account settings.
January 8, 2024
Surcharging Now Available
Do you want to start passing your credit card fees along to your customer? Well, good news! We've rolled out a cool new feature: Credit Card Surcharging! Now you can easily tack on those extra fees when needed, making transactions a breeze. 💳
⚠️ Please note this feature is currently in beta; please reach out to support@paintscout.com to have it enabled.
January 3, 2024
Marking Payment Requests as Paid
We updated our Payment Request feature! You can now manually mark a payment request as paid. No need to delete the request anymore! 👏
Click the 3 dots to the right of the payment request and select Mark as Paid.
January 2, 2024
Area Design Improvement
We've decided to spruce up the Edit Area dialog, enhancing its appearance and functionality to provide a more intuitive and enjoyable user experience!
What's changed?
Larger Edit button - use this to change the name and dimensions of the room!
Clearer display of the total Area Price & Hours
Moved the Notes section to the button of the area
December 12, 2023
Customer Approved Options
With PaintScout’s new feature, Customer Accepted Options, your customers will actively participate in shaping their painting project by choosing from a selection of add-ons that you’ve provided.
Curious how it works?
After receiving the estimate, customers can view available selections in the Options section below the estimate's total. They click the +Add Option button to include their selection in the estimate before approval.
The options will show in a separate Options Added section. Your customer is now ready to accept the estimate, with their options included!
Go to your Estimate Settings to enable this feature.
December 5, 2023
New Auto Follow-up Design
We've taken the initiative to revamp the process of building auto follow-up messages, ensuring a seamless user experience that's much more user-friendly!
November 17, 2023
List of Discounts
📣 Exciting news! You can now add your list of discount rates in your settings and seamlessly pick from the list when incorporating them into an estimate!
Add your most popular discount rates by going to your Estimate Settings
November 8, 2023
Invoice Auto-Creation
You can now automatically generate invoices when estimates are accepted.
Just go to your Account Settings > Invoices section and toggle the option on!
October 13, 2023
New Members-Only Facebook group!
We're super excited to announce the launch of our PaintScout Pros Facebook group! This exclusive online community is a hub for PaintScout users to connect, share ideas, and support one another in the pursuit of selling more painting projects.
By joining us, you'll:
Gain invaluable insights, tips, and tricks from experienced PaintScout users.
Network with like-minded individuals, building valuable relationships.
Get the latest product features & updates.
Grow your painting business alongside the best in the industry!
September 12, 2023
New & Improved Account Settings Layout
Our team gave your account settings a face-lift for a better overall user experience.
P.S. - part of this revamp included moving all communications to the Account Settings (email templates, auto follow-ups etc.) so you can manage them company-wide. Please reach out to support@paintscout.com if you would like to migrate this setting over!
June 20, 2023
Payment Requests
We’re super excited to launch our newest feature: payment requests. It was highly… requested! (Pun totally intended.)
You'll now be able to request multiple payments across a single invoice, ensuring you are consistently paid for your work and your invoicing becomes even more of a seamless experience for your customer. Visit our blog for a deeper dive into the benefits of payment requests and invoicing in PaintScout.
P.S. - Click here to learn how to create your first payment request! 💸
June 20, 2023
Financing Integration with Wisetack
Start winning more (and bigger) jobs in just 5 minutes
We’ve partnered with Wisetack to make offering your customers consumer-friendly financing fast and easy. Once enabled, the option to pay over time will automatically appear on every residential invoice or estimate you send between $500 and $25,000. You get paid as soon as the work is complete, while Wisetack takes care of collecting payment from the customer.
Compete and close
Stand out from the competition by giving your customers an easy way to access consumer-friendly financing. Win more jobs and boost your average job size, especially in competitive pricing situations.
Make it easy
Your customers can skip the paperwork, apply on the privacy of their own mobile device, and get an approval decision within seconds, all without affecting their credit scores. If approved, they can choose to pay over 3 to 60 months with APRs as low as 0%.
Get paid, worry-free
Let your customers pay over time so they can get the work they want, while you get paid as soon as the job is done. The cost to you is only 3.9% per transaction, and your customers get to choose the rates and payment terms that work for them. If your customer is late or defaults on the loan, you can rest assured that you will get paid no matter what.
March 20, 2023
Payment Received Email Template
We've added a new email template for when payments have been received. This email will automatically be sent to your customer when any payment is added to an estimate or invoice.
➡️ Go to your Email Templates section to configure your template!
March 6, 2023
Clear Unread Notifications
Click the 3 dots in the top right of your messages to clear unread chat notifications.
February 22, 2023
Workglue Integration Update
Labor prices of areas will now transfer over to Workglue. Previously, it only broke down Materials with prices and Areas with hours.
If the total price of an area is different than all the items added up (sub-total or group adjustment), an "Adjustment" will be added to Workglue to show the difference.
January 10, 2023
Option to hide surface label
We've gotten some feedback from users that they would like to hide the surface (production rate) client label. We've created a back-end setting to allow for this! Once the setting is enabled, all your production rate's client labels will not be visible.
Default Layout | Default Layout with Area Descriptions | Surface label hidden with Area Descriptions |
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Please note: If you choose to enable this option, we highly suggest having an area description on every production rate, otherwise, nothing will show!
⚠️ Please reach out to support@paintscout.com if you would like this option enabled.
December 5, 2022
Pipeline CRM Integration Update
You can now choose to have the PDF and notes from the estimate transferred to Pipeline when estimates are accepted or declined (previously only when sent)
Go to your Pipeline Integration settings to make adjustments!
November 8, 2022
Introducing Credit Card Payments Powered by Stripe
You can now:
Get upfront deposit payments on the spot — meaning you can attend a potential client site, deliver an estimate, and get paid an upfront deposit all at once.
Send payment requests to clients — so that you can request progress payments throughout the duration of a project.
Issue automatic follow-ups to clients — structure automated follow-up emails and notifications pursuant to a schedule (as opposed to manually chasing clients when they forget to pay their invoices).
November 7, 2022
Invoice Due Date
📣 Introducing our latest feature: Invoice Due Dates! Keep your finances organized effortlessly by setting due dates for your invoices.
Here's how it works: After sending the invoice, a due date will automatically be assigned based on the number of days you've specified in your settings.
Go to your Invoice Settings to enable this feature.
October 10, 2022
New Zapier Trigger: Quote Sent
Introducing a new Zapier trigger: Quote Sent. This trigger will fire every time an estimate is sent!
Hide Line Items on Work Orders
Do you have lengthy line items clogging up your work order? With our latest option, you have the power to hide line items on the work order, ensuring that only relevant details are visible to your crew.
How do you turn it on?
Open up your line item and select the Hidden on Work Order checkbox.
September 26, 2022
Track Payment Method in Activity Section
Added the method of payment to the activity log for payments added.
