PaintScout

Alex Gradeen

Nastassia Reicher

Learn how to tailor your PaintScout account to your preferences.

Account Settings

Account Details Overview

Account Details

Estimate Settings

What an hourly rate includes, and how to update it in your account.

How to Update Your Hourly Rate

How to Update Your Tax Rate

What are Estimate Types

Estimate Disclaimers

Estimate Templates

Smart Templates

Estimates

Invoice Settings

Adding Payment Methods

Invoices

How Production Rates are Calculated

An in-depth overview of rate categories and production rates within the settings.

Production Rates Section Overview

Production Rate Descriptions

Advanced Production Rate Options

Deleting Production Rates

Exporting Production Rates

Area Names

Production Rates

Adding Products

How to Assign a Product to a Rate

How to adjust Product Rounding

Learn about coverage rates and how to add them to your products.

Coverage Rates

Sherwin-Williams Color Catalogue

Sherwin-Williams Product Browser

Products

What is a line item, how to create one, and best practices

Line Items Overview

Line Items

How to add and edit terms in your account.

Updating Estimate Terms

Assign a default set of terms to each estimate type

Setting Default Terms

Terms

Presentations Overview

Presentation Sections

Setting a Default Presentation

Presentations 

How to Create an Email Template

Automatic Thank You Emails

Notify your customers via email when you receive a payment!

Payment Received Emails

Auto Follow-Ups

Why is my auto follow-up not applicable to send?

Chat Overview

Automatic Emails

Communications

How to Start Your Subscription

How to upgrade your subscription

How to Update Your Payment Information

How to Add a New User

How to Deactivate a User

The difference between a Sales, Admin, Crew, and Office user in PaintScout

User Permissions

Keep your project managers or crew leaders in the loop

Crew Accounts

How to see your Billing History

How to cancel your PaintScout subscription

Billing

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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