PaintScout

PaintScout Operations Guide

Answers to common Operations questions about deals, jobs, estimates, tags, deal stages, and calendar management in PaintScout.

Operations FAQ

Understanding Your New Subscription Price

Elle Wilde

Nastassia Reicher

Alex Gradeen

We've got your entire workflow covered with our Operations add-on.

Operations

Learn how deals work in PaintScout to track opportunities through the entirety of the sale and production with board and list views.

Introduction to Deals

Create and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners.

How to Create a Deal

Linking Estimates to Deals

How to unlink an estimate from a deal

Manage your sales opportunities, all in one place.

Deals

Lead Forms Overview

Creating a Lead Form

Lead Source vs. Acquisition Source

Sharing a Lead Form

Lead Form Submissions

Lead Forms FAQ

Manage lead forms to capture customer information and generate leads effectively

Lead Forms

Learn about sales events in PaintScout including calendar views, map visualization, scheduling appointments, and managing your team's schedule.

Introduction to Events

Schedule estimate appointments, site visits, and meetings in PaintScout with automatic confirmation emails and calendar integration.

How to Create a Sales Event

Edit event details, reschedule appointments, and reassign sales events to different team members in PaintScout.

How to Edit or Reschedule a Sales Event

Learn how to cancel scheduled sales events and estimate appointments in PaintScout while keeping activity history intact.

How to Cancel a Sales Event

Sales Calendar & Events

Learn about scheduling jobs in PaintScout using the Schedule view and calendars to manage your crews and visualize your projects.

Introduction to Scheduling

Schedule a Job

Edit or Reschedule a Job

How to Delete a Job

Weather in PaintScout

Job Costing

Assign crews and schedule jobs in PaintScout

Jobs & Scheduling

Overview of the tasks page including categories, filtering, sorting, and managing follow-ups linked to deals.

Introduction to Tasks

Manage your task workflow in PaintScout -- create, edit, complete, and delete tasks linked to deals for organized follow-ups and reminders.

Managing Tasks

Create tasks in PaintScout to track reminders and follow-ups linked to deals, contacts, and companies.

How to create a task

Mark tasks as complete to keep your task list organized, with the ability to reopen tasks if needed.

How to mark a task as complete

How to edit a task

How to delete a task

Checklists

Tasks

Lead Source Tracking

Tags in PaintScout

Notes in PaintScout

Lead Sources, Tags, & Notes

Customize your pipeline stages to match your workflow from lead request through job completion.

Deal Stages

Event Types

Calendar Availability

Event Email Templates

Set up workflow automations to automatically move deals through pipeline stages based on estimate or invoice status changes.

Automations

Create a Crew

Deleting a Crew

Settings

Book a Demo

Log in to PaintScout

What's New

Find answers and get help from Intercom Support and Community Experts

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