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All the latest news, updates, and feature releases from PaintScout!

Nastassia Reicher avatar
Written by Nastassia Reicher
Updated over a week ago

July 9, 2024

Follow-ups for Partially Paid Invoices

A few weeks ago, we introduced the standalone Partial and Paid requirements. We’ve enhanced it further by adding logic to help you better manage follow-ups when invoices are partially paid but not fully settled. This is perfect for collecting final payments after a deposit has been made!

  1. Set your follow-up to send when it has been partially paid, but not fully paid. See below:


Enhanced Follow-Up Status Tracking on Estimates and Invoices

You can now easily view the status of your follow-ups from the sidebar menu on an estimate or invoice. Each follow-up will indicate if it is scheduled to send, has been sent, or is not applicable to send.

🚫 What makes a follow-up not applicable to send? Click here to learn more!


Search Contacts by Address

We've enhanced our search functionality! You can now effortlessly find contacts on the People tab or an estimate by searching for them using their address.


June 11, 2024

Auto Follow-ups for Partial and Fully Paid Invoices

Previously, we only had the Responded option, which included both Partial and Paid statuses. With the introduction of the standalone Partial and Paid requirements, you can now send auto follow-ups for invoices that:

  • Have not received any payments yet

  • Have received a payment but are not fully paid


May 14, 2024

Customize your list of payment methods

  1. Go to your Account Settings > Invoices > Payment Methods section.

  2. 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

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.

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