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Account Settings
Account Settings
Learn how to tailor your PaintScout account to your preferences.
By Nastassia and 1 other
2 authors
44 articles
Account Details
Account Details Overview
Estimates
Estimate Settings
How to Update Your Hourly Rate
How to Update Your Tax Rate
What are Estimate Types
Estimate Disclaimers
Estimate Templates
Smart Templates
Estimate Tags
Invoices
Invoice Settings
Adding Payment Methods
Production Rates
How Production Rates are Calculated
Production Rates Section Overview
Production Rate Descriptions
Advanced Production Rate Options
Deleting Production Rates
Exporting Production Rates
Area Names
Products
Adding Products
How to Assign a Product to a Rate
How to adjust Product Rounding
Coverage Rates
Line Items
Line Items Overview
Terms
Updating Estimate Terms
Setting Default Terms
Presentations
Presentations Overview
Presentation Sections
Setting a Default Presentation
Communications
How to Create an Email Template
Automatic Thank You Emails
Payment Received Emails
Auto Follow-Ups
Why is my auto follow-up not applicable to send?
Chat Overview
Contact Sources Overview
Billing
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
User Permissions
Crew Accounts
How to see your Billing History
How to cancel your PaintScout subscription