We’re excited to introduce PaintScout Reports, your new go-to tool for better decision-making and smarter business insights.

With PaintScout Reports, you’ll:

✔️ Access insights instantly — no more digging through spreadsheets.

✔️ Filter and break down your data — see what matters most to you.

✔️ Monitor sales performance — track reps’ results seamlessly in-app.

✔️ Forecast with confidence — make decisions that drive growth.

Add a profile picture to your account! It helps your teammates quickly recognize you, specifically for the Reports feature.

We've just released a new Before & After image slider! Now, you can easily showcase transformations by sliding between two images. It's perfect for highlighting your work in a visually engaging way!

How to:

1. Go to a Presentation and click to add a new section of content.

2. Select the Slider Image option.

3. Upload your before & after pictures, and add a title if you want!

4. Drag the arrows and watch the image transform!

We’ve introduced a new social media icons section for presentations—no need to import your logos anymore!

How to:

1. Go to a Presentation and click to add a new section of content.

2. Select the Socials section.

3. Select the socials you want to display.

Customize your estimate and invoice pages by selecting the columns that matter most, making it easier to focus on key information.

Some more awesome improvements to our auto follow-ups! If you're using the invoice due date feature, you can now send follow-ups for when invoices have been overdue for a certain period of time.

Want to receive an email notification anytime a payment is received on any estimate? Well, luckily now you can! Head over to Your Profile > Notifications section.

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!

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!

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.

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:

We added an option for how invoices are created in Quickbooks -- when the PaintScout invoice status has changed to paid.

Pretty straightforward here! View-only users can now create new contacts in PaintScout.

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.

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!

You can now select Financing as a method of payment when manually recording payments on your invoice.

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.

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.

You can now easily filter Last Year's date range on the dashboard.

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!

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 users can now add crew notes to the area, surface, and the top of the work order!

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.

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.

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.

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.

We've decided to spruce up the Edit Area dialog, enhancing its appearance and functionality to provide a more intuitive and enjoyable user experience!

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.

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.

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!

📣 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

You can now automatically generate invoices when estimates are accepted.

Just go to your Account Settings > Invoices section and toggle the option on!

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.

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!

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! 💸

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

Make it easy

Get paid, worry-free

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!

Click the 3 dots in the top right of your messages to clear unread chat notifications.

⚠️ Please reach out to support@paintscout.com if you would like this option enabled.

Go to your Pipeline Integration settings to make adjustments!

📣 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.

Introducing a new Zapier trigger: Quote Sent. This trigger will fire every time an estimate is sent!

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.

Open up your line item and select the Hidden on Work Order checkbox.