| Implementation Guide | Set up your PaintScout account with core settings, estimate defaults, communication tools, and integrations. | Implementation Guide |
| Best Practices | Essential tips and best practices for getting the most out of PaintScout including saving, updates, and device usage | Best Practices |
| Create a Home Screen Icon | How to add PaintScout as a home screen shortcut on iOS and Android devices for quick access | Create a Home Screen Icon |
| Using PaintScout Offline | How to create estimates in PaintScout without internet connection using offline mode | Using PaintScout Offline |
| How to Change Your Password | Guide to resetting or changing your PaintScout password, including forgotten password recovery | How to Change Your Password |
| Multi-Factor Authenticator (MFA) setup | Step-by-step guide to setting up Multi-Factor Authentication (MFA) on your PaintScout account using SMS or an authenticator app. | Multi-Factor Authenticator (MFA) setup |
| Browser & Device Requirements | Browser and device compatibility requirements for using PaintScout on desktop and mobile | Browser & Device Requirements |
| Using PaintScout Offline | How to create estimates in PaintScout without internet connection using offline mode | Using PaintScout Offline |
| Browser & Device Requirements | Browser and device compatibility requirements for using PaintScout on desktop and mobile | Browser & Device Requirements |
| Create a Home Screen Icon | How to add PaintScout as a home screen shortcut on iOS and Android devices for quick access | Create a Home Screen Icon |
| Production Rates Overview | Comprehensive guide to creating and organizing production rates, rate categories, variables, coats, products, descriptions, and advanced options. | Production Rates Overview |
| Understanding Production Rates | Understand how PaintScout uses production rates (sqft/hr, lnft/hr) to calculate project hours and pricing, with a step-by-step example showing the full estimation process. | Understanding Production Rates |
| Calculate Your Hourly Rate | Calculate your all-in hourly rate for painting estimates by combining labor wages, materials, overhead costs, and profit margin with step-by-step examples. | Calculate Your Hourly Rate |
| What is a Sales Rate? | Understand sales rate as total project price divided by total hours to determine project profitability and discount flexibility. | What is a Sales Rate? |
Naming Your Rate
Rate Calculation
Default Products
Descriptions
Advanced Options
| How Production Rates are Calculated | Understand how production rate calculations work using variables like sqft/hour, hours/item, and dollars/sqft for accurate estimate pricing. | How Production Rates are Calculated |
| Understanding Production Rates | Understand how PaintScout uses production rates (sqft/hr, lnft/hr) to calculate project hours and pricing, with a step-by-step example showing the full estimation process. | Understanding Production Rates |
| Deleting Production Rates | Remove production rate categories and individual rates from your account settings using the three-dot menu option. | Deleting Production Rates |
| Exporting Production Rates | Export your production rates to a CSV file for backup, analysis in Excel, or sharing with team members. | Exporting Production Rates |
| Advanced Production Rate Options | Customize production rates with advanced options like hide from customer, show coats, show price, and custom hourly rates per substrate. | Advanced Production Rate Options |
| Coverage Rates | Configure product coverage rates in sqft/gallon, lnft/gallon, or gallons/item to automatically calculate paint quantities for estimates. | Coverage Rates |
| Production Rate Descriptions | Add default descriptions for area view, substrate view, and crew notes to production rates that display on estimates and work orders. | Production Rate Descriptions |
| Coverage Rates | Configure product coverage rates in sqft/gallon, lnft/gallon, or gallons/item to automatically calculate paint quantities for estimates. | Coverage Rates |
| Exporting Production Rates | Export your production rates to a CSV file for backup, analysis in Excel, or sharing with team members. | Exporting Production Rates |
| Production Rates Overview | Comprehensive guide to creating and organizing production rates, rate categories, variables, coats, products, descriptions, and advanced options. | Production Rates Overview |
| Deleting Production Rates | Remove production rate categories and individual rates from your account settings using the three-dot menu option. | Deleting Production Rates |
| Production Rates Overview | Comprehensive guide to creating and organizing production rates, rate categories, variables, coats, products, descriptions, and advanced options. | Production Rates Overview |
| Production Rate Descriptions | Add default descriptions for area view, substrate view, and crew notes to production rates that display on estimates and work orders. | Production Rate Descriptions |
| Advanced Production Rate Options | Customize production rates with advanced options like hide from customer, show coats, show price, and custom hourly rates per substrate. | Advanced Production Rate Options |
| Adding Products | Add paint products to your library with labels, coverage rates for sqft/lnft/items, pricing per gallon, and custom unit types. | Adding Products |
| Assign a Product to a Rate | Link default products to production rates so material calculations happen automatically when adding surfaces to estimates. | Assign a Product to a Rate |
| Assign a Product to a Rate | Link default products to production rates so material calculations happen automatically when adding surfaces to estimates. | Assign a Product to a Rate |
| Coverage Rates | Configure product coverage rates in sqft/gallon, lnft/gallon, or gallons/item to automatically calculate paint quantities for estimates. | Coverage Rates |
| Sherwin-Williams Color Catalogue | Browse and select Sherwin-Williams paint colors from the integrated color catalogue when using their products on estimates. | Sherwin-Williams Color Catalogue |
| Sherwin-Williams Product Browser | Browse and add Sherwin-Williams paint products directly to your library with images, descriptions, and coverage rates for estimates. | Sherwin-Williams Product Browser |
| Adding Products | Add paint products to your library with labels, coverage rates for sqft/lnft/items, pricing per gallon, and custom unit types. | Adding Products |
| Coverage Rates | Configure product coverage rates in sqft/gallon, lnft/gallon, or gallons/item to automatically calculate paint quantities for estimates. | Coverage Rates |
| Product Rounding | Understand how PaintScout rounds product quantities on estimates and work orders, and configure rounding to match your purchasing needs. | Product Rounding |
| Working With Work Orders | Create and manage work orders with hour breakdowns, crew notes, hours display options, downloading, and sharing with your team. | Working With Work Orders |
No Rounding (Default)
Product quantities are displayed as exact calculated values. The work order shows the precise amount needed (e.g., 2.2 gal). This gives you the most accurate view of material usage but may not align with how you purchase paint.Round to Nearest Unit
Quantities are rounded to the nearest whole number using standard rounding rules. For example, 2.6 gal rounds to **3 gal** and 2.4 gal rounds to **2 gal**. Be aware that this can round small quantities **down to zero**. If several items each need a fraction of a gallon and the total comes to less than 0.5 gallons, the work order will show **0 gal** — even though you still need to buy at least one. If your jobs frequently have small product quantities, consider using **Always Round Upwards** instead.Always Round Upwards
Quantities are always rounded up to the next whole number. For example, 2.1 gal rounds to **3 gal**. This ensures the work order never underestimates the amount of product to purchase, which is the safest option if you want your crew to always have enough material on hand.
| Assign a Product to a Rate | Link default products to production rates so material calculations happen automatically when adding surfaces to estimates. | Assign a Product to a Rate |
| Working With Work Orders | Create and manage work orders with hour breakdowns, crew notes, hours display options, downloading, and sharing with your team. | Working With Work Orders |
| Sherwin-Williams Product Browser | Browse and add Sherwin-Williams paint products directly to your library with images, descriptions, and coverage rates for estimates. | Sherwin-Williams Product Browser |
| Adding Products | Add paint products to your library with labels, coverage rates for sqft/lnft/items, pricing per gallon, and custom unit types. | Adding Products |
| Sherwin-Williams Color Catalogue | Browse and select Sherwin-Williams paint colors from the integrated color catalogue when using their products on estimates. | Sherwin-Williams Color Catalogue |
| Adding Products | Add paint products to your library with labels, coverage rates for sqft/lnft/items, pricing per gallon, and custom unit types. | Adding Products |
| Setting a Default Presentation | Set a default presentation (proposal template) for each estimate type so the correct layout is automatically applied to every new estimate. | Setting a Default Presentation |
| Setting Default Terms | Set default contract terms for each estimate type so the correct terms are automatically applied every time you create a new estimate. | Setting Default Terms |
| Smart Templates | Learn how Smart Templates automatically incorporate your latest production rates, products, and terms into new estimate templates. | Smart Templates |
| Create a New Estimate | Start new estimates from the dashboard using templates or blank quotes and add areas and line items to build your proposal. | Create a New Estimate |
| Estimate Templates | Create reusable estimate templates with pre-filled areas, rates, and line items to speed up creating similar estimates. | Estimate Templates |
| Create a New Estimate | Start new estimates from the dashboard using templates or blank quotes and add areas and line items to build your proposal. | Create a New Estimate |
| Update Your Tax Rate | Configure tax rates in estimate settings with options to automatically include rates on new estimates or add multiple tax rates. | Update Your Tax Rate |
| Pricing & Calculations | Common questions about rates, pricing display, discounts, taxes, and estimate calculations in PaintScout. | Pricing & Calculations |
| Area Names | Create and organize reusable area labels like rooms and locations for faster estimate creation with drag-and-drop organization. | Area Names |
| Line Items Overview | Create reusable line items for fixed-price services, quantities, and custom charges. | Line Items Overview |
| Pricing & Calculations | Common questions about rates, pricing display, discounts, taxes, and estimate calculations in PaintScout. | Pricing & Calculations |
| Updating Estimate Terms | Add, edit, and manage contract terms in your account settings, plus learn how to change or update terms on individual estimates before they are accepted. | Updating Estimate Terms |
| Setting Default Terms | Set default contract terms for each estimate type so the correct terms are automatically applied every time you create a new estimate. | Setting Default Terms |
| Create and Send an Invoice | Create invoices from estimates manually or automatically, then send them to customers for payment. | Create and Send an Invoice |
| QuickBooks Online | Connect QuickBooks Online to export invoices, handle deposits, and sync payments automatically | QuickBooks Online |
| Xero | Connect Xero accounting software to export quotes, invoices, and sync payments from PaintScout | Xero |
| PaintScout Payments | Set up PaintScout Payments for credit card and ACH payments with deposits and surcharging options | PaintScout Payments |
| Payment Processing with Stripe | Set up Stripe integration for credit card payments, deposits, and surcharging on estimates and invoices | Payment Processing with Stripe |
| Line Items Overview | Create reusable line items for fixed-price services, quantities, and custom charges. | Line Items Overview |
| Adding Areas | Add and customize areas (rooms or spaces) to estimates with dimensions, area types, surfaces, and automatic price calculations. | Adding Areas |
| Adding Rates | Add and edit production rates to estimate surfaces including custom rates, dimensions, products, and advanced pricing options. | Adding Rates |
| Area Names | Create and organize reusable area labels like rooms and locations for faster estimate creation with drag-and-drop organization. | Area Names |
| Add & Edit Line Items | Add and customize line items on estimates including pricing options, materials, hours, photos, and notes for detailed project scopes. | Add & Edit Line Items |
| Working With Options | Create optional add-on items or services on estimates that customers can choose to include before accepting their quote. | Working With Options |
| Presentation Sections | Explore all presentation section types including cover pages, columns, galleries, testimonials, documents, and custom HTML for professional proposals. | Presentation Sections |
| Setting a Default Presentation | Set a default presentation (proposal template) for each estimate type so the correct layout is automatically applied to every new estimate. | Setting a Default Presentation |
Cover Page
Two-Column and Three-Column
Centered Text
Divider
Documents
Gallery
Image
Images Row
Testimonials
Text Block
Two Column Rows
Custom HTML/CSS
Before & After Image Slider
You can easily showcase transformations by sliding between two images. Perfect for highlighting your work in a visually engaging way!
Social Media Section
This section allows you to easily create quicklinks to your social media.Estimate, Estimate Pictures, Terms & Work Order
When you initially set up a presentation, these sections will automatically appear on the **Estimate** page. However, you can also add or remove them at different locations within your presentation. Each section will retrieve the information as specified for each estimate. **Estimate:** This section will show the details as they appear on the Estimate.
| Presentations Overview | Build professional multi-page proposal presentations with company info, services, testimonials, and custom sections for estimates. | Presentations Overview |
| Setting a Default Presentation | Set a default presentation (proposal template) for each estimate type so the correct layout is automatically applied to every new estimate. | Setting a Default Presentation |
Can I edit the content?
Content sections are read-only. They can't be modified or customized by users.
| Estimate Types | Create estimate types like Interior, Exterior, and Cabinets to organize rates, terms, presentations, and filter reporting data. | Estimate Types |
| Setting Default Terms | Set default contract terms for each estimate type so the correct terms are automatically applied every time you create a new estimate. | Setting Default Terms |
| Presentations Overview | Build professional multi-page proposal presentations with company info, services, testimonials, and custom sections for estimates. | Presentations Overview |
| Presentation Sections | Explore all presentation section types including cover pages, columns, galleries, testimonials, documents, and custom HTML for professional proposals. | Presentation Sections |
| Estimate Disclaimers | Customize acceptance and decline disclaimers that appear below the signature box when customers respond to estimates. | Estimate Disclaimers |
| Setting Default Terms | Set default contract terms for each estimate type so the correct terms are automatically applied every time you create a new estimate. | Setting Default Terms |
| Estimate Types | Create estimate types like Interior, Exterior, and Cabinets to organize rates, terms, presentations, and filter reporting data. | Estimate Types |
| Setting a Default Presentation | Set a default presentation (proposal template) for each estimate type so the correct layout is automatically applied to every new estimate. | Setting a Default Presentation |
| Estimate Disclaimers | Customize acceptance and decline disclaimers that appear below the signature box when customers respond to estimates. | Estimate Disclaimers |
| Updating Estimate Terms | Add, edit, and manage contract terms in your account settings, plus learn how to change or update terms on individual estimates before they are accepted. | Updating Estimate Terms |
| Estimate Templates | Create reusable estimate templates with pre-filled areas, rates, and line items to speed up creating similar estimates. | Estimate Templates |
| Smart Templates | Learn how Smart Templates automatically incorporate your latest production rates, products, and terms into new estimate templates. | Smart Templates |
| Sidebar Overview | Navigate the estimate sidebar menu including activity, chat, follow-ups, calculations, presentation, terms, and payment settings. | Sidebar Overview |
| Estimate Actions | Explore all estimate actions including preview, share with staff, create invoice, save as template, copy links, download, and archive. | Estimate Actions |
| The Estimate Page | Tour the estimate page interface including title, status, tabs, company details, contact info, estimate ID, date, and sidebar menu. | The Estimate Page |
| Estimate Actions | Explore all estimate actions including preview, share with staff, create invoice, save as template, copy links, download, and archive. | Estimate Actions |
| The Estimate Page | Tour the estimate page interface including title, status, tabs, company details, contact info, estimate ID, date, and sidebar menu. | The Estimate Page |
| Sidebar Overview | Navigate the estimate sidebar menu including activity, chat, follow-ups, calculations, presentation, terms, and payment settings. | Sidebar Overview |
| Archiving Estimates | Archive estimates as a soft delete option to clean up your active list while keeping records accessible for reports. | Archiving Estimates |
| Filtering the Dashboard | Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance. | Filtering the Dashboard |
| Estimates | Common questions about managing, sharing, and tracking estimates in PaintScout including statuses, archiving, PDFs, and customer visibility. | Estimates |
| Restore an Estimate | Restore previously sent estimate versions from the activity sidebar when customers request to revert to an earlier quote. | Restore an Estimate |
| Adding Rates | Add and edit production rates to estimate surfaces including custom rates, dimensions, products, and advanced pricing options. | Adding Rates |
| Area Names | Create and organize reusable area labels like rooms and locations for faster estimate creation with drag-and-drop organization. | Area Names |
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| Adding Areas | Add and customize areas (rooms or spaces) to estimates with dimensions, area types, surfaces, and automatic price calculations. | Adding Areas |
| Area Names | Create and organize reusable area labels like rooms and locations for faster estimate creation with drag-and-drop organization. | Area Names |
| Adjust Number of Coats | Adjust the number of paint coats for individual surfaces using the coats dropdown after configuring rates in account settings. | Adjust Number of Coats |
| Adjust Painting & Prep Hours | Manually adjust painting hours and prep time on individual substrates when automatic calculations need fine-tuning. | Adjust Painting & Prep Hours |
| Adjust Surface Dimensions | Override area dimensions on individual surfaces by editing length, width, height or switching to direct sqft/lnft input. | Adjust Surface Dimensions |
| Adjust Painting & Prep Hours | Manually adjust painting hours and prep time on individual substrates when automatic calculations need fine-tuning. | Adjust Painting & Prep Hours |
| Adjust Surface Dimensions | Override area dimensions on individual surfaces by editing length, width, height or switching to direct sqft/lnft input. | Adjust Surface Dimensions |
| Adjust Number of Coats | Adjust the number of paint coats for individual surfaces using the coats dropdown after configuring rates in account settings. | Adjust Number of Coats |
| Prep Hours | Manually add prep hours to substrates in estimates with automatic cost calculation based on your internal hourly rate. | Prep Hours |
| Calculate Your Hourly Rate | Calculate your all-in hourly rate for painting estimates by combining labor wages, materials, overhead costs, and profit margin with step-by-step examples. | Calculate Your Hourly Rate |
| Adjust Painting & Prep Hours | Manually adjust painting hours and prep time on individual substrates when automatic calculations need fine-tuning. | Adjust Painting & Prep Hours |
| Calculate Your Hourly Rate | Calculate your all-in hourly rate for painting estimates by combining labor wages, materials, overhead costs, and profit margin with step-by-step examples. | Calculate Your Hourly Rate |
| Line Items Overview | Create reusable line items for fixed-price services, quantities, and custom charges. | Line Items Overview |
| Working With Options | Create optional add-on items or services on estimates that customers can choose to include before accepting their quote. | Working With Options |
| Line Items Overview | Create reusable line items for fixed-price services, quantities, and custom charges. | Line Items Overview |
| Add & Edit Line Items | Add and customize line items on estimates including pricing options, materials, hours, photos, and notes for detailed project scopes. | Add & Edit Line Items |
| Customer Accepted Options | Enable customers to add optional items directly to their estimate before accepting through the customer-facing interface. | Customer Accepted Options |
| Additional Work/Change Orders | Add change orders and additional work to accepted estimates or invoices with customer approval and signature workflows. | Additional Work/Change Orders |
| Working With Options | Create optional add-on items or services on estimates that customers can choose to include before accepting their quote. | Working With Options |
| Additional Work/Change Orders | Add change orders and additional work to accepted estimates or invoices with customer approval and signature workflows. | Additional Work/Change Orders |
| Additional Work Report | Track all approved change orders and extra work added to estimates and invoices with approval dates and totals. | Additional Work Report |
| Options Accepted Report | View all customer self-accepted options with acceptance dates, estimate details, and totals for each selected upgrade. | Options Accepted Report |
| Working With Options | Create optional add-on items or services on estimates that customers can choose to include before accepting their quote. | Working With Options |
| Customer Accepted Options | Enable customers to add optional items directly to their estimate before accepting through the customer-facing interface. | Customer Accepted Options |
| Hidden Items | Hide surfaces from customer estimates while keeping hours and pricing in totals and showing items on work orders. | Hidden Items |
| Using the Copy Feature | Speed up estimating by duplicating areas or line items using the copy feature to avoid rebuilding each from scratch. | Using the Copy Feature |
| Grouping Items | Group surfaces, areas, or line items together to organize estimates by floor, house side, surface type, or custom categories. | Grouping Items |
| Using the Copy Feature | Speed up estimating by duplicating areas or line items using the copy feature to avoid rebuilding each from scratch. | Using the Copy Feature |
| Grouping Items | Group surfaces, areas, or line items together to organize estimates by floor, house side, surface type, or custom categories. | Grouping Items |
| Hidden Items | Hide surfaces from customer estimates while keeping hours and pricing in totals and showing items on work orders. | Hidden Items |
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| CompanyCam | Connect CompanyCam to access project photos directly in your PaintScout estimates | CompanyCam |
| Dropbox | Connect Dropbox to automatically upload estimate and work order PDFs to cloud storage | Dropbox |
icon to select and adjust your edits.
4. Use **Undo**, **Redo**, or **Clear** while editing.
5. Save your changes.
{% hint style="warning" %}
Saved image edits update everywhere that image is used. If the image appears on an estimate or invoice, customers will also see the edited version.
{% endhint %}
| Estimator Notes | Use estimator notes as a personal scratchpad for internal job details that remain hidden from customers and work orders. | Estimator Notes |
| Crew Notes | Add crew notes to areas, surfaces, line items, or work orders to communicate important information hidden from customers. | Crew Notes |
| Notes Overview | Learn about all types of notes in PaintScout including client notes, crew notes, estimator notes, contact notes, and status change notes. | Notes Overview |
| Crew Notes | Add crew notes to areas, surfaces, line items, or work orders to communicate important information hidden from customers. | Crew Notes |
| Notes Overview | Learn about all types of notes in PaintScout including client notes, crew notes, estimator notes, contact notes, and status change notes. | Notes Overview |
| Estimator Notes | Use estimator notes as a personal scratchpad for internal job details that remain hidden from customers and work orders. | Estimator Notes |
| Share With Your Team | Share estimates and work orders with your team via email, live links, or downloadable PDFs for seamless collaboration. | Share With Your Team |
| Working With Work Orders | Create and manage work orders with hour breakdowns, crew notes, hours display options, downloading, and sharing with your team. | Working With Work Orders |
| How Customers View & Accept | See exactly what your customers experience when they receive, view, and electronically accept an estimate through the email link or on-site preview. | How Customers View & Accept |
| My Customer Didn't Receive Their Estimate | Troubleshoot why your customer didn't receive their PaintScout estimate email and learn how to resend or share it directly. | My Customer Didn't Receive Their Estimate |
| Chat Overview | Enable real-time chat communication with clients directly on estimates, with email notifications and conversation tracking built in. | Chat Overview |
| Auto Follow-Ups | Set up automated follow-up messages via email or text based on estimate status triggers to improve quote acceptance rates. | Auto Follow-Ups |
| Sending Estimates | Send estimates to customers via email or text with customizable subject lines, body content, and follow-up settings. | Sending Estimates |
| My Customer Didn't Receive Their Estimate | Troubleshoot why your customer didn't receive their PaintScout estimate email and learn how to resend or share it directly. | My Customer Didn't Receive Their Estimate |
| How Signatures Work | How digital signatures work in PaintScout including setting up your signature, how customers e-sign to accept estimates, and managing signatures on accepted documents. | How Signatures Work |
| Accepting On Site | Present estimates to customers on-site and capture electronic signatures immediately to speed up the sales process. | Accepting On Site |
| How Customers View & Accept | See exactly what your customers experience when they receive, view, and electronically accept an estimate through the email link or on-site preview. | How Customers View & Accept |
| How Signatures Work | How digital signatures work in PaintScout including setting up your signature, how customers e-sign to accept estimates, and managing signatures on accepted documents. | How Signatures Work |
| How Customers View & Accept | See exactly what your customers experience when they receive, view, and electronically accept an estimate through the email link or on-site preview. | How Customers View & Accept |
| Accepting On Site | Present estimates to customers on-site and capture electronic signatures immediately to speed up the sales process. | Accepting On Site |
| Update Your Signature | How to draw or upload your signature for use on accepted estimates and contracts | Update Your Signature |
| Profile Overview | Manage your personal profile including photo, contact info, password, signature, and notifications | Profile Overview |
| Custom Permissions | Configure access levels for Sales, Team, and Painter users using custom permissions to control what team members can view and edit. | Custom Permissions |
| Working With Work Orders | Create and manage work orders with hour breakdowns, crew notes, hours display options, downloading, and sharing with your team. | Working With Work Orders |
| Crew Notes | Add crew notes to areas, surfaces, line items, or work orders to communicate important information hidden from customers. | Crew Notes |
Estimate Sent: Find out when the estimate was sent, what the email contained, and even restore the estimate to this version if needed.
Estimate Viewed: Track when and how long your customer checked out the estimate.
Estimate Accepted: Keep tabs on when your customer accepted the estimate, complete with their signature.
Thank You Message Sent: Verify that the automatic thank-you message reached your customer.
Payment Added: Spot the moment a successful payment is made via Stripe or reported directly on the estimate.
Payment Requested: View the specifics of payment requests sent to the customer.
Payment Added: Find out when a payment has been made on the invoice.
Invoice Viewed: Keep tabs on when and how long your customer viewed the invoice.
Invoice Sent: See the details for when the invoice was sent.
| Restore an Estimate | Restore previously sent estimate versions from the activity sidebar when customers request to revert to an earlier quote. | Restore an Estimate |
| Download a Previous Version | Download PDF versions of previously sent estimates from the activity sidebar to retrieve earlier quote versions. | Download a Previous Version |
| Estimate & Invoice Activity | Track estimate and invoice events including creation, sending, viewing, acceptance, and payments in the activity log. | Estimate & Invoice Activity |
| Download a Previous Version | Download PDF versions of previously sent estimates from the activity sidebar to retrieve earlier quote versions. | Download a Previous Version |
| Saving & Syncing | Learn how to save and sync estimates to the cloud in PaintScout to prevent data loss and keep your work updated. | Saving & Syncing |
| Estimates | Common questions about managing, sharing, and tracking estimates in PaintScout including statuses, archiving, PDFs, and customer visibility. | Estimates |
| Estimate & Invoice Activity | Track estimate and invoice events including creation, sending, viewing, acceptance, and payments in the activity log. | Estimate & Invoice Activity |
| Restore an Estimate | Restore previously sent estimate versions from the activity sidebar when customers request to revert to an earlier quote. | Restore an Estimate |
| Estimate Actions | Explore all estimate actions including preview, share with staff, create invoice, save as template, copy links, download, and archive. | Estimate Actions |
| Filtering the Dashboard | Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance. | Filtering the Dashboard |
| Filtering the Dashboard | Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance. | Filtering the Dashboard |
| Filter & Export Estimates | Use advanced search criteria to filter estimates and export results to CSV files for external analysis and record keeping. | Filter & Export Estimates |
| Filtering the Dashboard | Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance. | Filtering the Dashboard |
| Search for an Estimate | Find estimates quickly using search by contact name, estimate ID, job address, value, or advanced filtering with export options. | Search for an Estimate |
| Share With Your Team | Share estimates and work orders with your team via email, live links, or downloadable PDFs for seamless collaboration. | Share With Your Team |
| Crew Notes | Add crew notes to areas, surfaces, line items, or work orders to communicate important information hidden from customers. | Crew Notes |
| Product Rounding | Understand how PaintScout rounds product quantities on estimates and work orders, and configure rounding to match your purchasing needs. | Product Rounding |
| Assign a Product to a Rate | Link default products to production rates so material calculations happen automatically when adding surfaces to estimates. | Assign a Product to a Rate |
| Payment Methods | Configure the list of accepted payment methods that appear on invoices such as check, cash, credit card, and other options. | Payment Methods |
| Invoice Settings | Configure invoice due dates and enable automatic invoice generation when estimates are accepted in PaintScout. | Invoice Settings |
| All Invoices Report | View and manage all invoices in your account with status breakdowns, payment tracking, and cash flow monitoring tools. | All Invoices Report |
| Outstanding Invoices Report | Monitor unpaid invoices and accounts receivable to ensure timely payments and maintain healthy cash flow management. | Outstanding Invoices Report |
| Create and Send an Invoice | Create invoices from estimates manually or automatically, then send them to customers for payment. | Create and Send an Invoice |
Why did my payment fail?
Payment failures come from the payment processor. Common reasons include insufficient funds, an expired card, or a decline from the customer's bank. When available on your account, the activity log shows a **Payment has failed** entry with the processor reason.Can I refund a payment that is still processing?
No. Only payments with a **Successful** status can be refunded.Can I issue a partial refund?
Yes. Partial refunds are available for PaintScout Payments and manual payments. Stripe refunds are not available in PaintScout.Why can't I refund Stripe in PaintScout?
Stripe refunds are still completed in Stripe. Open the payment menu and choose the Stripe portal option when it appears on your account.
| Article | Link |
|---|---|
| Create an invoice from an accepted estimate and email it to your customer. | Create and Send an Invoice |
| Configure due dates and automatic invoice generation. | Invoice Settings |
| Review invoice status, payments, and cash flow. | All Invoices Report |