# PaintScout Documentation ## Home - [Home](https://help.paintscout.com/readme.md): Welcome to the PaintScout Knowledge Base ## Support - [Getting Started Overview](https://help.paintscout.com/support/getting-started/readme.md): Learn the core setup steps, access basics, and first actions for getting started in PaintScout. - [What is PaintScout?](https://help.paintscout.com/support/getting-started/what-is-paintscout.md): Overview of PaintScout's painting contractor estimation platform, key features, and business benefits - [Browser & Device Requirements](https://help.paintscout.com/support/getting-started/paintscout-browser-device-requirements.md): Browser and device compatibility requirements for using PaintScout on desktop and mobile - [Implementation Guide](https://help.paintscout.com/support/getting-started/implementation-guide.md): Set up your PaintScout account with core settings, estimate defaults, communication tools, and integrations. - [Common Tasks](https://help.paintscout.com/support/getting-started/common-tasks.md): Jump to the first setup, estimating, and customer-facing actions most teams handle in PaintScout. - [How to Log In](https://help.paintscout.com/support/getting-started/how-to-log-in.md): Step-by-step guide to logging into your PaintScout account through the web browser - [Create a Home Screen Icon](https://help.paintscout.com/support/getting-started/how-to-create-a-home-screen-icon-on-your-mobile-device.md): How to add PaintScout as a home screen shortcut on iOS and Android devices for quick access - [Using PaintScout Offline](https://help.paintscout.com/support/getting-started/how-do-i-use-paintscout-offline.md): How to create estimates in PaintScout without internet connection using offline mode - [Customization Overview](https://help.paintscout.com/support/customization/customization-overview.md): Configure pricing, products, templates, presentations, and defaults so PaintScout matches your business. - [Pricing & Rates](https://help.paintscout.com/support/customization/pricing-and-rates.md): Configure your hourly rate, production rates, and coverage rates for accurate estimate pricing. - [Understanding Production Rates](https://help.paintscout.com/support/customization/pricing-and-rates/introduction-to-production-rate-estimation.md): 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. - [How Production Rates are Calculated](https://help.paintscout.com/support/customization/pricing-and-rates/how-production-rates-are-calculated.md): Understand how production rate calculations work using variables like sqft/hour, hours/item, and dollars/sqft for accurate estimate pricing. - [Calculate Your Hourly Rate](https://help.paintscout.com/support/customization/pricing-and-rates/how-to-calculate-your-hourly-rate.md): Calculate your all-in hourly rate for painting estimates by combining labor wages, materials, overhead costs, and profit margin with step-by-step examples. - [Update Your Hourly Rate](https://help.paintscout.com/support/customization/pricing-and-rates/how-to-update-your-hourly-rate.md): Set your company hourly rate that covers labor, overhead, materials, and profit margin for calculating estimate pricing. - [Production Rates Overview](https://help.paintscout.com/support/customization/pricing-and-rates/production-rates-section-overview.md): Comprehensive guide to creating and organizing production rates, rate categories, variables, coats, products, descriptions, and advanced options. - [Production Rate Descriptions](https://help.paintscout.com/support/customization/pricing-and-rates/production-rate-descriptions.md): Add default descriptions for area view, substrate view, and crew notes to production rates that display on estimates and work orders. - [Advanced Production Rate Options](https://help.paintscout.com/support/customization/pricing-and-rates/advanced-production-rate-options.md): Customize production rates with advanced options like hide from customer, show coats, show price, and custom hourly rates per substrate. - [Deleting Production Rates](https://help.paintscout.com/support/customization/pricing-and-rates/deleting-production-rates.md): Remove production rate categories and individual rates from your account settings using the three-dot menu option. - [Exporting Production Rates](https://help.paintscout.com/support/customization/pricing-and-rates/exporting-production-rates.md): Export your production rates to a CSV file for backup, analysis in Excel, or sharing with team members. - [Coverage Rates](https://help.paintscout.com/support/customization/pricing-and-rates/coverage-rates.md): Configure product coverage rates in sqft/gallon, lnft/gallon, or gallons/item to automatically calculate paint quantities for estimates. - [Products](https://help.paintscout.com/support/customization/products.md): Add and manage paint products, assign them to rates, and configure coverage calculations. - [Adding Products](https://help.paintscout.com/support/customization/products/adding-products.md): Add paint products to your library with labels, coverage rates for sqft/lnft/items, pricing per gallon, and custom unit types. - [Assign a Product to a Rate](https://help.paintscout.com/support/customization/products/how-to-assign-a-product-to-a-rate.md): Link default products to production rates so material calculations happen automatically when adding surfaces to estimates. - [Product Rounding](https://help.paintscout.com/support/customization/products/product-rounding.md): Understand how PaintScout rounds product quantities on estimates and work orders, and configure rounding to match your purchasing needs. - [Sherwin-Williams Color Catalogue](https://help.paintscout.com/support/customization/products/sherwin-williams-color-catalogue.md): Browse and select Sherwin-Williams paint colors from the integrated color catalogue when using their products on estimates. - [Sherwin-Williams Product Browser](https://help.paintscout.com/support/customization/products/sherwin-williams-product-browser.md): Browse and add Sherwin-Williams paint products directly to your library with images, descriptions, and coverage rates for estimates. - [Templates & Presets](https://help.paintscout.com/support/customization/templates-and-presets.md): Save time with estimate templates, smart templates, and preset configurations. - [Estimate Types](https://help.paintscout.com/support/customization/templates-and-presets/what-are-estimate-types.md): Create estimate types like Interior, Exterior, and Cabinets to organize rates, terms, presentations, and filter reporting data. - [Estimate Templates](https://help.paintscout.com/support/customization/templates-and-presets/estimate-templates.md): Create reusable estimate templates with pre-filled areas, rates, and line items to speed up creating similar estimates. - [Smart Templates](https://help.paintscout.com/support/customization/templates-and-presets/smart-templates.md): Learn how Smart Templates automatically incorporate your latest production rates, products, and terms into new estimate templates. - [Estimate Settings](https://help.paintscout.com/support/customization/templates-and-presets/estimate-settings.md): Configure estimate defaults including hourly rate, tax rates, discounts, rounding options, customer accepted options, and expiry settings. - [Update Your Tax Rate](https://help.paintscout.com/support/customization/templates-and-presets/estimate-settings/how-to-update-your-tax-rate.md): Configure tax rates in estimate settings with options to automatically include rates on new estimates or add multiple tax rates. - [Estimate Disclaimers](https://help.paintscout.com/support/customization/templates-and-presets/estimate-disclaimers.md): Customize acceptance and decline disclaimers that appear below the signature box when customers respond to estimates. - [Invoice Settings](https://help.paintscout.com/support/customization/templates-and-presets/invoice-settings.md): Configure invoice due dates and enable automatic invoice generation when estimates are accepted in PaintScout. - [Area Names](https://help.paintscout.com/support/customization/templates-and-presets/area-names.md): Create and organize reusable area labels like rooms and locations for faster estimate creation with drag-and-drop organization. - [Line Items Overview](https://help.paintscout.com/support/customization/templates-and-presets/line-items-overview.md): Create and manage line items for fixed-price services with hourly rate, quantity, or custom pricing options plus client and crew notes. - [Presentations & Terms](https://help.paintscout.com/support/customization/presentations-and-terms.md): Customize how your estimates look to customers with presentations and terms. - [Presentations Overview](https://help.paintscout.com/support/customization/presentations-and-terms/presentations-overview.md): Build professional multi-page proposal presentations with company info, services, testimonials, and custom sections for estimates. - [Presentation Sections](https://help.paintscout.com/support/customization/presentations-and-terms/presentation-sections.md): Explore all presentation section types including cover pages, columns, galleries, testimonials, documents, and custom HTML for professional proposals. - [Setting a Default Presentation](https://help.paintscout.com/support/customization/presentations-and-terms/setting-a-default-presentation.md): Set a default presentation (proposal template) for each estimate type so the correct layout is automatically applied to every new estimate. - [Updating Estimate Terms](https://help.paintscout.com/support/customization/presentations-and-terms/updating-estimate-terms.md): 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. - [Setting Default Terms](https://help.paintscout.com/support/customization/presentations-and-terms/setting-default-terms.md): Set default contract terms for each estimate type so the correct terms are automatically applied every time you create a new estimate. - [Estimating Overview](https://help.paintscout.com/support/estimating/estimating-with-paintscout.md): Create, send, and manage professional estimates in PaintScout using production rates, line items, and customer-ready proposals. - [Creating Estimates](https://help.paintscout.com/support/estimating/creating-estimates.md): Learn how to create new estimates in PaintScout, navigate the estimate page, and use core estimating features. - [Create a New Estimate](https://help.paintscout.com/support/estimating/creating-estimates/how-to-create-a-new-estimate.md): Start new estimates from the dashboard using templates or blank quotes and add areas and line items to build your proposal. - [The Estimate Page](https://help.paintscout.com/support/estimating/creating-estimates/introduction-to-the-estimate-page.md): Tour the estimate page interface including title, status, tabs, company details, contact info, estimate ID, date, and sidebar menu. - [Sidebar Overview](https://help.paintscout.com/support/estimating/creating-estimates/sidebar-overview.md): Navigate the estimate sidebar menu including activity, chat, follow-ups, calculations, presentation, terms, and payment settings. - [What is a Sales Rate?](https://help.paintscout.com/support/estimating/creating-estimates/what-is-a-sales-rate.md): Understand sales rate as total project price divided by total hours to determine project profitability and discount flexibility. - [Estimate Actions](https://help.paintscout.com/support/estimating/creating-estimates/estimate-actions.md): Explore all estimate actions including preview, share with staff, create invoice, save as template, copy links, download, and archive. - [Saving & Syncing](https://help.paintscout.com/support/estimating/creating-estimates/saving-syncing-estimates.md): Learn how to save and sync estimates to the cloud in PaintScout to prevent data loss and keep your work updated. - [Areas & Rates](https://help.paintscout.com/support/estimating/areas-and-rates.md): Add areas and production rates to your estimates, adjust dimensions, coats, and prep hours for accurate pricing. - [Adding Areas](https://help.paintscout.com/support/estimating/areas-and-rates/adding-areas-to-an-estimate.md): Add and customize areas (rooms or spaces) to estimates with dimensions, area types, surfaces, and automatic price calculations. - [Adding Rates](https://help.paintscout.com/support/estimating/areas-and-rates/adding-rates-to-an-estimate.md): Add and edit production rates to estimate surfaces including custom rates, dimensions, products, and advanced pricing options. - [Adjust Surface Dimensions](https://help.paintscout.com/support/estimating/areas-and-rates/how-to-adjust-surface-dimensions.md): Override area dimensions on individual surfaces by editing length, width, height or switching to direct sqft/lnft input. - [Adjust Number of Coats](https://help.paintscout.com/support/estimating/areas-and-rates/how-to-adjust-the-number-of-coats-for-a-substrate.md): Adjust the number of paint coats for individual surfaces using the coats dropdown after configuring rates in account settings. - [Adjust Painting & Prep Hours](https://help.paintscout.com/support/estimating/areas-and-rates/how-to-adjust-painting-and-prep-hours.md): Manually adjust painting hours and prep time on individual substrates when automatic calculations need fine-tuning. - [Prep Hours](https://help.paintscout.com/support/estimating/areas-and-rates/prep-hours.md): Manually add prep hours to substrates in estimates with automatic cost calculation based on your internal hourly rate. - [Line Items & Options](https://help.paintscout.com/support/estimating/line-items-and-options.md): Add line items for fixed-price work, create options for customers, and manage change orders. - [Add & Edit Line Items](https://help.paintscout.com/support/estimating/line-items-and-options/how-to-add-and-edit-a-line-item.md): Add and customize line items on estimates including pricing options, materials, hours, photos, and notes for detailed project scopes. - [Working With Options](https://help.paintscout.com/support/estimating/line-items-and-options/working-with-options.md): Create optional add-on items or services on estimates that customers can choose to include before accepting their quote. - [Customer Accepted Options](https://help.paintscout.com/support/estimating/line-items-and-options/customer-accepted-options.md): Enable customers to add optional items directly to their estimate before accepting through the customer-facing interface. - [Additional Work/Change Orders](https://help.paintscout.com/support/estimating/line-items-and-options/additional-work-change-orders.md): Add change orders and additional work to accepted estimates or invoices with customer approval and signature workflows. - [Organizing Estimates](https://help.paintscout.com/support/estimating/organizing-estimates.md): Organize your estimates using grouping, hidden items, copy features, and media attachments. - [Grouping Items](https://help.paintscout.com/support/estimating/organizing-estimates/grouping-items.md): Group surfaces, areas, or line items together to organize estimates by floor, house side, surface type, or custom categories. - [Hidden Items](https://help.paintscout.com/support/estimating/organizing-estimates/hidden-items.md): Hide surfaces from customer estimates while keeping hours and pricing in totals and showing items on work orders. - [Using the Copy Feature](https://help.paintscout.com/support/estimating/organizing-estimates/how-to-use-the-copy-feature.md): Speed up estimating by duplicating areas or line items using the copy feature to avoid rebuilding each from scratch. - [Adding Media](https://help.paintscout.com/support/estimating/organizing-estimates/adding-media.md): Add photos, PDFs, and videos to estimates and work orders, review thumbnail previews, and manage file details inline. - [Viewing & Editing Media](https://help.paintscout.com/support/estimating/organizing-estimates/viewing-and-editing-media.md): Preview photos, PDFs, and videos, edit images inline, and view multi-page PDFs. - [Notes & Communication](https://help.paintscout.com/support/estimating/notes-and-communication.md): Add notes to estimates for internal use, customer communication, and crew instructions. - [Notes Overview](https://help.paintscout.com/support/estimating/notes-and-communication/notes-in-paintscout.md): Learn about all types of notes in PaintScout including client notes, crew notes, estimator notes, contact notes, and status change notes. - [Estimator Notes](https://help.paintscout.com/support/estimating/notes-and-communication/estimator-notes.md): Use estimator notes as a personal scratchpad for internal job details that remain hidden from customers and work orders. - [Crew Notes](https://help.paintscout.com/support/estimating/notes-and-communication/adding-crew-notes.md): Add crew notes to areas, surfaces, line items, or work orders to communicate important information hidden from customers. - [Sending & Acceptance](https://help.paintscout.com/support/estimating/sending-and-acceptance.md): Send estimates to customers, understand how they view and accept proposals, and collect signatures. - [Sending Estimates](https://help.paintscout.com/support/estimating/sending-and-acceptance/sending-estimates.md): Send estimates to customers via email or text with customizable subject lines, body content, and follow-up settings. - [How Customers View & Accept](https://help.paintscout.com/support/estimating/sending-and-acceptance/how-customers-view-accept-estimates.md): See exactly what your customers experience when they receive, view, and electronically accept an estimate through the email link or on-site preview. - [Accepting On Site](https://help.paintscout.com/support/estimating/sending-and-acceptance/accepting-estimates-on-site.md): Present estimates to customers on-site and capture electronic signatures immediately to speed up the sales process. - [How Signatures Work](https://help.paintscout.com/support/estimating/sending-and-acceptance/how-signatures-work.md): How digital signatures work in PaintScout including setting up your signature, how customers e-sign to accept estimates, and managing signatures on accepted documents. - [Share With Your Team](https://help.paintscout.com/support/estimating/sending-and-acceptance/how-to-share-estimates-and-work-orders-with-your-team.md): Share estimates and work orders with your team via email, live links, or downloadable PDFs for seamless collaboration. - [Managing estimates & work orders](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders.md): Manage sent estimates, version history, search, exports, and crew-facing work orders in PaintScout. - [Managing Estimates](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders/managing-estimates.md): Manage your estimates with activity tracking, version history, search, export, restoration, and archiving. - [Estimate & Invoice Activity](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders/managing-estimates/estimate-invoice-activity.md): Track estimate and invoice events including creation, sending, viewing, acceptance, and payments in the activity log. - [Restore an Estimate](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders/managing-estimates/how-to-restore-an-estimate.md): Restore previously sent estimate versions from the activity sidebar when customers request to revert to an earlier quote. - [Download a Previous Version](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders/managing-estimates/how-to-download-a-previous-version-of-an-estimate.md): Download PDF versions of previously sent estimates from the activity sidebar to retrieve earlier quote versions. - [Archiving Estimates](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders/managing-estimates/archiving-an-estimate.md): Archive estimates as a soft delete option to clean up your active list while keeping records accessible for reports. - [Search for an Estimate](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders/managing-estimates/how-to-search-for-an-estimate.md): Find estimates quickly using search by contact name, estimate ID, job address, value, or advanced filtering with export options. - [Filter & Export Estimates](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders/managing-estimates/how-to-filter-estimates-and-export.md): Use advanced search criteria to filter estimates and export results to CSV files for external analysis and record keeping. - [Work Orders](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders/work-orders.md): Create, share, and translate work orders for your crew with job details, notes, and language support options. - [Working With Work Orders](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders/work-orders/working-with-work-orders.md): Create and manage work orders with hour breakdowns, crew notes, hours display options, downloading, and sharing with your team. - [Translating Work Orders to Another Language](https://help.paintscout.com/support/estimating/managing-estimates-and-work-orders/work-orders/translating-work-orders-to-another-language.md): Translate work orders using browser translation tools or add manual crew notes in another language for your team. - [Invoices](https://help.paintscout.com/support/invoicing-and-payments/invoices.md): Create invoices from estimates, send them to customers, and track payments in PaintScout. - [Why PaintScout Invoicing?](https://help.paintscout.com/support/invoicing-and-payments/invoices/invoicing-with-paintscout.md): Create invoices, manage payment requests, and track payments in PaintScout - [Creating Invoices](https://help.paintscout.com/support/invoicing-and-payments/invoices/creating-invoices.md): Create invoices from accepted estimates manually or automatically, understand what carries over from the estimate, and learn common invoicing workflows. - [Create and Send an Invoice](https://help.paintscout.com/support/invoicing-and-payments/invoices/how-to-create-and-send-an-invoice.md): How to convert estimates to invoices and send them to customers for payment collection - [Payments Table Overview](https://help.paintscout.com/support/invoicing-and-payments/invoices/payments-table-overview.md): Learn how to request payments, record payments, take credit card or ACH payments, and understand payment statuses. - [What’s New in Payments](https://help.paintscout.com/support/invoicing-and-payments/invoices/whats-new-in-payments.md): Explore the updated Payments Table, payment statuses, refunds, and payment reporting. - [Payment Processing](https://help.paintscout.com/support/invoicing-and-payments/payments.md): Set up payment processing, manage payment requests, and collect payments in PaintScout - [PaintScout Payments](https://help.paintscout.com/support/invoicing-and-payments/payments/paintscout-payments.md): Set up PaintScout Payments for credit card and ACH payments with deposits and surcharging options - [Payment Processing with Stripe](https://help.paintscout.com/support/invoicing-and-payments/payments/payment-processing-with-stripe.md): Set up Stripe integration for credit card payments, deposits, and surcharging on estimates and invoices - [Manual Credit Card Payments](https://help.paintscout.com/support/invoicing-and-payments/payments/manual-credit-card-payments.md): Take a credit card payment directly on an invoice using Stripe or PaintScout Payments. - [Adding Payment Methods](https://help.paintscout.com/support/invoicing-and-payments/payments/adding-payment-methods.md): Configure the list of accepted payment methods that appear on invoices such as check, cash, credit card, and other options. - [Credit Card Surcharging](https://help.paintscout.com/support/invoicing-and-payments/payments/credit-card-surcharging.md): Configure credit card surcharging to pass payment processing fees to customers when they pay invoices via credit card with Stripe or PaintScout Payments. - [Payment Requests](https://help.paintscout.com/support/invoicing-and-payments/payment-requests.md): Create and manage payment requests for deposits and progress payments. - [Create a Payment Request](https://help.paintscout.com/support/invoicing-and-payments/payment-requests/how-to-create-a-payment-request.md): Create payment requests for deposits, progress payments, and remaining balances on invoices. - [Request a Deposit](https://help.paintscout.com/support/invoicing-and-payments/payment-requests/how-to-request-a-deposit-payment.md): Request a deposit by amount or percentage on an invoice. - [Mark a Payment Request as Successful](https://help.paintscout.com/support/invoicing-and-payments/payment-requests/how-to-mark-a-payment-request-as-paid.md): Mark a payment request as successful for cash, check, or other offline payments. - [Delete a Payment Request](https://help.paintscout.com/support/invoicing-and-payments/payment-requests/how-to-delete-a-payment-request.md): How to remove a payment request from an invoice while keeping the invoice accessible - [Recording Payments](https://help.paintscout.com/support/invoicing-and-payments/recording-payments.md): Record and track payments received from customers. - [Add Payments to Invoices](https://help.paintscout.com/support/invoicing-and-payments/recording-payments/adding-payments-to-invoices.md): Record manual payments and take credit card payments directly on invoices. - [Manually Add a Payment](https://help.paintscout.com/support/invoicing-and-payments/recording-payments/how-to-manually-add-a-payment.md): How to record manual payments like cash, check, or electronic transfers on invoices - [How Customers Pay](https://help.paintscout.com/support/invoicing-and-payments/recording-payments/how-customers-make-a-payment.md): Understanding the customer payment experience from receiving invoice email to completing credit card payment - [Contacts & Companies](https://help.paintscout.com/support/contacts-and-companies/contacts-and-companies.md): Create, manage, and export contacts and companies in PaintScout. - [Create a Contact](https://help.paintscout.com/support/contacts-and-companies/contacts-and-companies/how-to-create-a-new-contact.md): Create a new contact in PaintScout to store customer details and link them to deals, estimates, invoices, events, and tasks. - [Create a Company](https://help.paintscout.com/support/contacts-and-companies/contacts-and-companies/how-to-create-a-new-company.md): Create and manage company records in PaintScout including associating contacts, linking records, adding tags and notes. - [Export Your Contact List](https://help.paintscout.com/support/contacts-and-companies/contacts-and-companies/how-to-export-your-contact-list.md): Export your PaintScout contacts to a CSV file for use in spreadsheet programs like Excel, Google Sheets, or Numbers. - [Operations Overview](https://help.paintscout.com/support/operations/crm.md): Manage sales and production in one workflow with deals, calendars, jobs, tasks, lead capture, crews, and automations. - [PaintScout Operations Guide](https://help.paintscout.com/support/operations/crm/paintscout-operations-guide.md): Overview of PaintScout Operations features including deals, sales events, jobs, tasks, contacts, companies, notes, tags, and automations. - [Operations FAQ](https://help.paintscout.com/support/operations/crm/crm-faq.md): Answers to common Operations questions about deals, jobs, estimates, notes, tags, deal stages, and calendar management in PaintScout. - [Tags](https://help.paintscout.com/support/operations/crm/tags-in-paintscout.md): Use tags to label and organize contacts, companies, deals, estimates, and invoices for easy filtering and grouping. - [Notes](https://help.paintscout.com/support/operations/crm/notes-in-paintscout.md): Add, pin, edit, and manage internal notes on contacts, companies, and deals in PaintScout with version history tracking. - [Deals](https://help.paintscout.com/support/operations/deals.md): Manage your sales pipeline with deals, deal stages, and estimate linking. - [Introduction to Deals](https://help.paintscout.com/support/operations/deals/introduction-to-deals.md): Learn how deals work in PaintScout to track opportunities through the entirety of the sale and production with board and list views. - [Create a Deal](https://help.paintscout.com/support/operations/deals/how-to-create-a-deal.md): Create and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners. - [Deal Stages](https://help.paintscout.com/support/operations/deals/deal-stages.md): Customize your pipeline stages to match your workflow from lead request through job completion. - [Job Costing](https://help.paintscout.com/support/operations/deals/job-costing.md): Track labor, materials, and other expenses on Production deals to measure total costs and profitability. - [Link Estimates to Deals](https://help.paintscout.com/support/operations/deals/linking-estimates-to-deals.md): Learn how to link estimates to deals in PaintScout to keep job details organized and your sales pipeline accurate. - [Unlink an Estimate](https://help.paintscout.com/support/operations/deals/how-to-unlink-an-estimate-from-a-deal.md): Remove the association between an estimate and a deal while keeping both records intact in PaintScout. - [Media on Deals](https://help.paintscout.com/support/operations/deals/media-on-deals.md): Add and preview photos, PDFs, and videos on deals. Use deal photos on linked estimates. - [Lead Forms](https://help.paintscout.com/support/operations/lead-forms.md): Capture leads automatically with embeddable forms that create contacts and deals. - [Lead Forms Overview](https://help.paintscout.com/support/operations/lead-forms/lead-forms-overview.md): Introduction to PaintScout lead forms for capturing and organizing new leads directly into Operations with automatic contact and deal creation. - [Creating a Lead Form](https://help.paintscout.com/support/operations/lead-forms/creating-a-lead-form.md): Step-by-step guide to creating customizable lead forms with project details, contact fields, and appointment sections. - [Sharing a Lead Form](https://help.paintscout.com/support/operations/lead-forms/sharing-a-lead-form.md): Share your PaintScout lead forms via unique URLs to capture customer inquiries and automatically create deals. - [Lead Form Submissions](https://help.paintscout.com/support/operations/lead-forms/lead-form-submissions.md): View and manage lead form submissions in your sales pipeline and settings with filtering by source and date. - [Lead Forms FAQ](https://help.paintscout.com/support/operations/lead-forms/lead-forms-faq.md): Common questions about lead forms including submissions, notifications, customization, lead sources, and form sharing options. - [Lead Source vs. Acquisition Source](https://help.paintscout.com/support/operations/lead-forms/lead-source-vs-acquisition-source.md): Understand the difference between lead source and acquisition source to better track where your painting leads come from. - [Lead Source Tracking](https://help.paintscout.com/support/operations/lead-forms/lead-source-tracking.md): Track and customize lead sources to understand where your painting leads come from and measure marketing effectiveness. - [Sales Calendar & Events](https://help.paintscout.com/support/operations/events-and-calendar.md): Schedule and manage sales events, automate customer emails, and control calendar availability in PaintScout. - [Introduction to Sales Events](https://help.paintscout.com/support/operations/events-and-calendar/introduction-to-events.md): Learn about sales events in PaintScout including calendar views, map visualization, scheduling appointments, and managing your team's schedule. - [Create a Sales Event](https://help.paintscout.com/support/operations/events-and-calendar/how-to-create-an-event.md): Schedule estimate appointments, site visits, and meetings in PaintScout with automatic confirmation emails and calendar integration. - [Edit or Reschedule a Sales Event](https://help.paintscout.com/support/operations/events-and-calendar/how-to-edit-or-reschedule-an-event.md): Edit event details, reschedule appointments, and reassign sales events to different team members in PaintScout. - [Cancel a Sales Event](https://help.paintscout.com/support/operations/events-and-calendar/how-to-cancel-an-event.md): Learn how to cancel scheduled sales events and estimate appointments in PaintScout while keeping activity history intact. - [Event Types](https://help.paintscout.com/support/operations/events-and-calendar/event-types.md): Create and customize sales event types like estimates, site visits, and meetings to categorize your appointments. - [Event Email Templates](https://help.paintscout.com/support/operations/events-and-calendar/event-email-templates.md): Customize the email templates sent for sales events, including confirmations, reminders (1 day and 1 hour before), and cancellations to match your company's tone. - [Calendar Availability](https://help.paintscout.com/support/operations/events-and-calendar/calendar-availability.md): Set your weekly calendar availability and override specific days for vacations or time off in PaintScout. - [Jobs](https://help.paintscout.com/support/operations/jobs.md): Schedule production work, assign crews, and manage your Production Calendar. - [Introduction to Scheduling](https://help.paintscout.com/support/operations/jobs/introduction-to-scheduling.md): Learn about scheduling jobs in PaintScout using the Schedule view and calendars to manage your crews and visualize your projects. - [Schedule a Job](https://help.paintscout.com/support/operations/jobs/schedule-a-job.md): Schedule a production job from a deal or the Production Calendar and assign it to a crew. - [Edit or Reschedule a Job](https://help.paintscout.com/support/operations/jobs/edit-or-reschedule-a-job.md): Update job dates, crews, and other scheduling details from a deal or the Production Calendar. - [How to Delete a Job](https://help.paintscout.com/support/operations/jobs/how-to-delete-a-job.md): Delete a scheduled job in PaintScout. - [Weather in PaintScout](https://help.paintscout.com/support/operations/jobs/weather-in-paintscout.md): See the 14-day forecast in your production calendar based on your city. - [Tasks](https://help.paintscout.com/support/operations/tasks.md): Create and manage tasks to stay organized and follow up on important to-dos. - [Introduction to Tasks](https://help.paintscout.com/support/operations/tasks/introduction-to-tasks.md): Overview of the tasks page including categories, filtering, sorting, and managing follow-ups linked to deals. - [Managing Tasks](https://help.paintscout.com/support/operations/tasks/managing-tasks.md): Manage your task workflow in PaintScout -- create, edit, complete, and delete tasks linked to deals for organized follow-ups and reminders. - [Create a Task](https://help.paintscout.com/support/operations/tasks/how-to-create-a-task.md): Create tasks in PaintScout to track reminders and follow-ups linked to deals, contacts, and companies. - [Checklists](https://help.paintscout.com/support/operations/tasks/checklists.md): Create reusable task checklists to standardize workflows and apply them to deals in your Sales or Production pipeline. - [Edit a Task](https://help.paintscout.com/support/operations/tasks/how-to-edit-a-task.md): Update task details including title, assigned user, description, and due date to keep your team aligned. - [Mark a Task as Complete](https://help.paintscout.com/support/operations/tasks/how-to-mark-a-task-as-complete.md): Mark tasks as complete to keep your task list organized, with the ability to reopen tasks if needed. - [Delete a Task](https://help.paintscout.com/support/operations/tasks/how-to-delete-a-task.md): Remove tasks that are no longer needed from your PaintScout task list while preserving completed task history. - [Automations](https://help.paintscout.com/support/operations/automations.md): Set up workflow automations to automatically move deals through pipeline stages based on estimate or invoice status changes. - [Crews](https://help.paintscout.com/support/operations/crews.md): Group your field team into crews for scheduling jobs and managing production assignments. - [Create a Crew](https://help.paintscout.com/support/operations/crews/create-a-crew.md): Create a crew with a name, lead, and calendar color to organize your field team for scheduling. - [Deleting a Crew](https://help.paintscout.com/support/operations/crews/deleting-a-crew.md): Remove a crew from your account after reassigning or canceling any active jobs assigned to it. - [Email Settings](https://help.paintscout.com/support/email-and-communication/email-settings.md): Configure email templates, automatic emails, follow-ups, and customer communication settings. - [Create an Email Template](https://help.paintscout.com/support/email-and-communication/email-settings/how-to-create-an-email-template.md): Create reusable email templates for estimates, invoices, and work orders with personalization tags that auto-populate customer information. - [Automatic Emails](https://help.paintscout.com/support/email-and-communication/email-settings/automatic-emails.md): Customize automatic email templates sent when estimates are accepted, declined, payments received, or events are booked or cancelled. - [Automatic Thank You Emails](https://help.paintscout.com/support/email-and-communication/email-settings/automatic-thank-you-emails.md): Configure automatic thank you emails to be sent when customers accept or decline estimates, with customizable subject lines and body content. - [Payment Emails](https://help.paintscout.com/support/email-and-communication/email-settings/payment-received-emails.md): Customize automatic emails for received, processing, failed, and refunded payments. - [Auto Follow-Ups](https://help.paintscout.com/support/email-and-communication/email-settings/auto-follow-ups.md): Set up automated follow-up messages via email or text based on estimate status triggers to improve quote acceptance rates. - [SMS Follow-Ups](https://help.paintscout.com/support/email-and-communication/email-settings/auto-follow-ups/sms-follow-ups.md): Improve SMS delivery and avoid spam filters with these helpful tips. - [Why is my auto follow-up not sending?](https://help.paintscout.com/support/email-and-communication/email-settings/why-is-my-auto-follow-up-not-applicable-to-send.md): Troubleshoot why automatic follow-up emails are not being sent due to unmet conditions, already met criteria, or late additions. - [Chat Overview](https://help.paintscout.com/support/email-and-communication/email-settings/chat-overview.md): Enable real-time chat communication with clients directly on estimates, with email notifications and conversation tracking built in. - [Account Settings](https://help.paintscout.com/support/account-settings/account-settings.md): Manage company details, team access, personal profile settings, and subscription billing in PaintScout. - [Account Details Overview](https://help.paintscout.com/support/account-settings/account-settings/account-details-overview.md): Configure your company information, timezone, contact details, logo, and brand colors that appear on estimates and documents. - [Users & Permissions](https://help.paintscout.com/support/account-settings/users-and-permissions.md): Manage team members and their user permissions. - [Add a New User](https://help.paintscout.com/support/account-settings/users-and-permissions/how-to-add-a-new-user.md): Add new team members to your PaintScout account and assign the right user type for their role. - [Deactivate a User](https://help.paintscout.com/support/account-settings/users-and-permissions/how-to-deactivate-a-user.md): Remove or deactivate a team member from your PaintScout account and optionally transfer their estimates to another user before removal. - [Sales User](https://help.paintscout.com/support/account-settings/users-and-permissions/sales-user.md): Understand who should use a Sales seat, what Sales users can access, and which extra permissions are available. - [Team User](https://help.paintscout.com/support/account-settings/users-and-permissions/team-user.md): Understand who should use a Team seat, what Team users can do, and which extra permissions are available. - [Painter User](https://help.paintscout.com/support/account-settings/users-and-permissions/painter-user.md): Understand how Painter access works for employees and subcontractors, including default permissions and field workflows. - [Account Ownership](https://help.paintscout.com/support/account-settings/users-and-permissions/account-ownership.md): Understand the Owner role, transfer ownership, and manage owner-only billing actions. - [Custom Permissions](https://help.paintscout.com/support/account-settings/users-and-permissions/user-permissions.md): Configure access levels for Sales, Team, and Painter users using custom permissions to control what team members can view and edit. - [Understanding the New User Types: What Changed and Why](https://help.paintscout.com/support/account-settings/users-and-permissions/understanding-the-new-user-types-what-changed-and-why.md): Learn how legacy seat types map to Sales, Team, and Painter, and how custom permissions changed user access. - [Your Profile](https://help.paintscout.com/support/account-settings/your-profile.md): Manage your personal profile details, signature, login email, and notifications in PaintScout. - [Profile Overview](https://help.paintscout.com/support/account-settings/your-profile/your-profile-overview.md): Manage your personal profile including photo, contact info, password, signature, and notifications - [Update Your Signature](https://help.paintscout.com/support/account-settings/your-profile/how-to-update-your-signature.md): How to draw or upload your signature for use on accepted estimates and contracts - [Change Your Email](https://help.paintscout.com/support/account-settings/your-profile/how-to-change-your-email.md): How to request an email address change for your PaintScout account through support - [Email Notifications](https://help.paintscout.com/support/account-settings/your-profile/setting-up-email-notifications.md): Configure email notifications for estimates, events, tasks, and deals in your profile settings - [Subscription & Billing](https://help.paintscout.com/support/account-settings/subscription-and-billing.md): Manage your PaintScout subscription, billing details, invoice history, and pricing changes. - [Start Your Subscription](https://help.paintscout.com/support/account-settings/subscription-and-billing/how-to-start-your-subscription.md): Begin your PaintScout subscription by selecting a plan, choosing monthly or annual billing, and entering payment details. - [Upgrade Your Subscription](https://help.paintscout.com/support/account-settings/subscription-and-billing/how-to-upgrade-your-subscription.md): Contact PaintScout support to upgrade your subscription plan or switch between monthly and annual billing options. - [Understanding your New Subscription Price](https://help.paintscout.com/support/account-settings/subscription-and-billing/understanding-your-new-subscription-price.md): Learn how PaintScout's updated subscription pricing affects legacy accounts, including Operations add-on changes, Team seat pricing, and when new rates take effect. - [Update Payment Information](https://help.paintscout.com/support/account-settings/subscription-and-billing/how-to-update-your-payment-information.md): Update your credit card or add new payment methods for your PaintScout subscription through the billing management section. - [Billing History](https://help.paintscout.com/support/account-settings/subscription-and-billing/how-to-see-your-billing-history.md): Access and download previous PaintScout invoices from your billing history through the account settings billing section. - [Cancel Your Subscription](https://help.paintscout.com/support/account-settings/subscription-and-billing/how-to-cancel-your-paintscout-subscription.md): Learn how to cancel your PaintScout subscription and export your data - [Dashboard](https://help.paintscout.com/support/dashboard-and-reports/dashboard-search-reporting.md): Track sales team performance and analyze key business metrics in PaintScout. - [Dashboard Metrics](https://help.paintscout.com/support/dashboard-and-reports/dashboard-search-reporting/understanding-your-dashboard-metrics.md): Learn what each dashboard metric means including sales totals, win rate, dollars won, close rate, and open estimates tracking. - [What is Close Rate?](https://help.paintscout.com/support/dashboard-and-reports/dashboard-search-reporting/what-does-close-rate-mean.md): Understand how close rate measures the percentage of estimates receiving a decision, either accepted or declined, without remaining open. - [Filtering the Dashboard](https://help.paintscout.com/support/dashboard-and-reports/dashboard-search-reporting/filtering-on-the-dashboard.md): Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance. - [PaintScout Leaderboards](https://help.paintscout.com/support/dashboard-and-reports/dashboard-search-reporting/paintscout-leaderboards.md): Compare your sales performance against other PaintScout users with Sales and Win Rate leaderboards showing top 300 performers. - [Reports](https://help.paintscout.com/support/dashboard-and-reports/reports.md): Access detailed reports on estimates, invoices, payments, deals, leads, and team performance. - [All Activity Report](https://help.paintscout.com/support/dashboard-and-reports/reports/all-activity-report.md): View a complete log of all estimate and invoice actions including creation, edits, sends, acceptances, payments, and status changes. - [All Estimates Report](https://help.paintscout.com/support/dashboard-and-reports/reports/all-estimates-report.md): Get a comprehensive view of all estimates in your account with status breakdowns, job size distribution, and type categorization. - [All Invoices Report](https://help.paintscout.com/support/dashboard-and-reports/reports/all-invoices-report.md): View and manage all invoices in your account with status breakdowns, payment tracking, and cash flow monitoring tools. - [Accepted Estimates Report](https://help.paintscout.com/support/dashboard-and-reports/reports/accepted-estimates-report.md): Track all accepted (won) estimates with details on acceptance date, method, contact information, total value, and export data for analysis. - [Declined Estimates Report](https://help.paintscout.com/support/dashboard-and-reports/reports/declined-estimates-report.md): Analyze lost projects by viewing declined estimates with breakdown by type, job size, decline reason, and team member. - [Additional Work Report](https://help.paintscout.com/support/dashboard-and-reports/reports/additional-work-report.md): Track all approved change orders and extra work added to estimates and invoices with approval dates and totals. - [Options Accepted Report](https://help.paintscout.com/support/dashboard-and-reports/reports/options-accepted-report.md): View all customer self-accepted options with acceptance dates, estimate details, and totals for each selected upgrade. - [Estimator Performance Report](https://help.paintscout.com/support/dashboard-and-reports/reports/estimator-performance-report.md): Compare team member sales performance with monthly revenue breakdowns, cumulative totals, and estimator comparison graphs. - [Outstanding Invoices Report](https://help.paintscout.com/support/dashboard-and-reports/reports/outstanding-invoices-report.md): Monitor unpaid invoices and accounts receivable to ensure timely payments and maintain healthy cash flow management. - [Payments Report](https://help.paintscout.com/support/dashboard-and-reports/reports/payments-collected-report.md): Track payments with sorting, filtering, statuses, and export options. - [Payment Requests Report](https://help.paintscout.com/support/dashboard-and-reports/reports/payment-requests-report.md): Monitor payment requests by status, review payment details, and export results. - [Financing Reports](https://help.paintscout.com/support/dashboard-and-reports/reports/financing-reports.md): View and analyze Wisetack financing applications and prequalifications to track customer financing status and approved amounts. - [Integration Sources Report](https://help.paintscout.com/support/dashboard-and-reports/reports/integration-sources-report.md): Track where your estimates originate from by monitoring integration sources like Workglue, Zapier, and other connected apps. - [Lead Conversions Report](https://help.paintscout.com/support/dashboard-and-reports/reports/lead-conversions-report.md): Track which lead sources bring the most valuable leads with win rates and revenue data by source. - [Sales Events Booked Report](https://help.paintscout.com/support/dashboard-and-reports/reports/events-booked-report.md): Track booking trends and sales event volume to manage workload and plan ahead for estimate appointments. - [All Deals Report](https://help.paintscout.com/support/dashboard-and-reports/reports/all-deals-report.md): View a complete overview of all deals in your CRM with pipeline health, deal stages, types, and value breakdowns. - [Deal Tag Summary Report](https://help.paintscout.com/support/dashboard-and-reports/reports/deal-tag-summary-report.md): Analyze tagged deal performance including deal count, total value, and average value by tag category. - [New Leads Report](https://help.paintscout.com/support/dashboard-and-reports/reports/new-leads-report.md): Track new leads received and their sources to evaluate lead generation performance across channels. - [Job Costing Report](https://help.paintscout.com/support/dashboard-and-reports/reports/job-profitability-report.md): Track revenue, costs, and profit margins across your jobs to understand job costs and profitability. - [Integrations](https://help.paintscout.com/support/integrations/integrations.md): Connect PaintScout with accounting, financing, calendar, media, and automation tools. - [Accounting](https://help.paintscout.com/support/integrations/accounting.md): Connect PaintScout to your accounting software for invoice and payment workflows. - [QuickBooks Online](https://help.paintscout.com/support/integrations/accounting/quickbooks-online-integration.md): Connect QuickBooks Online to export invoices, handle deposits, and sync payments automatically - [Xero](https://help.paintscout.com/support/integrations/accounting/xero-integration.md): Connect Xero accounting software to export quotes, invoices, and sync payments from PaintScout - [Financing](https://help.paintscout.com/support/integrations/financing.md): Offer customer financing options through Wisetack integration. - [Wisetack](https://help.paintscout.com/support/integrations/financing/wisetack-integration.md): Set up Wisetack consumer financing integration to offer pay-over-time options on estimates and invoices - [Using Financing with Wisetack](https://help.paintscout.com/support/integrations/financing/how-to-use-financing-powered-by-wisetack.md): Complete guide to offering Wisetack financing to customers including setup, applications, and sales tips - [Wisetack Financing FAQ](https://help.paintscout.com/support/integrations/financing/wisetack-financing-faq.md): Common questions about Wisetack financing, eligibility, pricing, customer applications, and payouts in PaintScout. - [Wisetack 0% APR Add-ons](https://help.paintscout.com/support/integrations/financing/wisetack-s-0-apr-add-ons.md): Enroll in Wisetack 0% APR add-ons to offer extended interest-free financing terms to customers - [Wisetack Progress Payments](https://help.paintscout.com/support/integrations/financing/wisetack-progress-payments.md): Set up Wisetack progress payments for split payouts with initial and final payments on estimates - [Calendar & Scheduling](https://help.paintscout.com/support/integrations/calendar-and-scheduling.md): Connect Google Calendar for one-way or two-way sync of sales events with PaintScout. - [Google Calendar](https://help.paintscout.com/support/integrations/calendar-and-scheduling/google-calendar-integration.md): Connect Google Calendar for one-way or two-way sync of sales events with PaintScout - [Media & Files](https://help.paintscout.com/support/integrations/media-and-files.md): Connect CompanyCam for project photos and Dropbox for automatic PDF uploads. - [CompanyCam](https://help.paintscout.com/support/integrations/media-and-files/companycam-integration.md): Connect CompanyCam to access project photos directly in your PaintScout estimates - [Dropbox](https://help.paintscout.com/support/integrations/media-and-files/dropbox-integration.md): Connect Dropbox to automatically upload estimate and work order PDFs to cloud storage - [Operations & Automation](https://help.paintscout.com/support/integrations/crm-and-automation.md): Connect PaintScout to CRMs, job management tools, and automation platforms. - [Pipeline CRM](https://help.paintscout.com/support/integrations/crm-and-automation/pipeline-crm-integration.md): Connect Pipeline CRM to sync contacts, update deal stages, and attach estimate PDFs automatically - [Workglue](https://help.paintscout.com/support/integrations/crm-and-automation/workglue-integration.md): Connect Workglue for project management, job costing, and scheduling from PaintScout estimates - [Integrating PaintScout with your CRM](https://help.paintscout.com/support/integrations/crm-and-automation/integrating-paintscout-with-your-crm.md): Connect PaintScout to external CRMs like Pipeline or via Zapier for automated contact syncing - [Zapier](https://help.paintscout.com/support/integrations/crm-and-automation/zapier-integration.md): Integrate and automate PaintScout with thousands of software apps via Zapier. - [Zapier x PaintScout Operations](https://help.paintscout.com/support/integrations/crm-and-automation/zapier-x-paintscout-crm.md): Use Zapier with PaintScout Operations for automated triggers and actions with contacts, deals, events, and tasks - [BusyBusy via Zapier](https://help.paintscout.com/support/integrations/crm-and-automation/busybusy-integration-via-zapier.md): Connect BusyBusy via Zapier to create projects and budgets when estimates are accepted - [Lead Generation](https://help.paintscout.com/support/integrations/lead-generation.md): Connect HeyPros via Zapier to automate work order creation from accepted estimates. - [HeyPros](https://help.paintscout.com/support/integrations/lead-generation/integrating-heypros-with-paintscout.md): Connect HeyPros via Zapier to automatically create work orders when estimates are accepted - [Best Practices](https://help.paintscout.com/support/resources/paintscout-best-practices.md): Essential tips and best practices for getting the most out of PaintScout including saving, updates, and device usage - [Troubleshooting](https://help.paintscout.com/support/resources/troubleshooting-guide.md): Troubleshoot common PaintScout issues with step-by-step solutions for syncing, email delivery, payments, browser problems, and more. - [FAQ](https://help.paintscout.com/support/resources/frequently-asked-questions.md): Browse answers to frequently asked questions about using PaintScout for painting estimates, invoicing, and Operations management. - [How to Change Your Password](https://help.paintscout.com/support/resources/frequently-asked-questions/how-to-change-your-password.md): Guide to resetting or changing your PaintScout password, including forgotten password recovery - [Estimates](https://help.paintscout.com/support/resources/frequently-asked-questions/estimates.md): Common questions about managing, sharing, and tracking estimates in PaintScout including statuses, archiving, PDFs, and customer visibility. - [Pricing & Calculations](https://help.paintscout.com/support/resources/frequently-asked-questions/pricing-and-calculations.md): Common questions about rates, pricing display, discounts, taxes, and estimate calculations in PaintScout. - [Multi-Factor Authenticator (MFA) setup](https://help.paintscout.com/support/resources/frequently-asked-questions/multi-factor-authenticator-mfa-setup.md): Step-by-step guide to setting up Multi-Factor Authentication (MFA) on your PaintScout account using SMS or an authenticator app. - [Payments & Financing](https://help.paintscout.com/support/resources/frequently-asked-questions/payments-and-financing.md): Common questions about Stripe payment processing, Wisetack financing, payment notifications, and managing credit card payments. - [Account & Setup](https://help.paintscout.com/support/resources/frequently-asked-questions/account-and-setup.md): Common questions about account configuration, branding, contacts, and settings in PaintScout. - [General](https://help.paintscout.com/support/resources/frequently-asked-questions/general.md): General questions about common PaintScout topics including saving, browser cache, translations, and email delivery. - [My Customer Didn't Receive Their Estimate](https://help.paintscout.com/support/resources/frequently-asked-questions/my-customer-didnt-receive-their-estimate.md): Troubleshoot why your customer didn't receive their PaintScout estimate email and learn how to resend or share it directly. - [Spell Check](https://help.paintscout.com/support/resources/frequently-asked-questions/spell-check-in-paintscout.md): How to enable and use spell checking in PaintScout through browser settings and Grammarly - [Glossary](https://help.paintscout.com/support/resources/resources.md): Look up key PaintScout terms, user types, estimating concepts, and integrations. - [PaintScout Glossary](https://help.paintscout.com/support/resources/resources/paintscout-glossary.md): Definitions for key PaintScout terms, user types, estimating concepts, and integrations. - [Tracking PaintScout Email Activity in Another CRM](https://help.paintscout.com/support/other/tracking-paintscout-email-activity-in-another-crm.md): Use the PaintScout BCC feature to log emails you send into another CRM and associate them with your customer's profile. - [Work Order Translations Beta Guide](https://help.paintscout.com/support/beta-guides/work-order-translations-beta-guide.md): Translated Work Orders work with your existing estimates and invoices — no additional setup required. - [Painter Accounts Beta Guide](https://help.paintscout.com/support/beta-guides/painter-accounts-beta-guide.md): Set up painter accounts, manage permissions, assign crews, and understand what painters can access during the beta. - [AI Chat Beta Guide](https://help.paintscout.com/support/beta-guides/ai-estimate-assistant-beta-guide.md): Build and modify estimates and invoices faster using conversational AI chat built directly into the page. - [Sherwin- Williams Presentation Pages Beta Guide](https://help.paintscout.com/support/beta-guides/sherwin-williams-presentation-pages-beta-guide.md): Add ready-made, branded Sherwin-Williams content to your customer presentations directly in PaintScout. - [Bulk Product Swap Beta Guide](https://help.paintscout.com/support/beta-guides/bulk-product-swap-beta-guide.md): Use the Swap Products feature to replace a product everywhere it appears on an estimate in a single action. - [OpenAPI Beta Guide](https://help.paintscout.com/support/beta-guides/openapi-beta-guide.md): Connect PaintScout with your own tools and workflows by accessing your data programmatically through the OpenAPI. ## Developers - [Companies](https://help.paintscout.com/developers/companies.md) - [Contacts](https://help.paintscout.com/developers/contacts.md) - [Deals](https://help.paintscout.com/developers/deals.md) - [Events](https://help.paintscout.com/developers/events.md) - [Quotes](https://help.paintscout.com/developers/quotes.md) - [Invoices](https://help.paintscout.com/developers/invoices.md) - [Settings Line Items](https://help.paintscout.com/developers/settings-line-items.md) - [Settings Quote Types](https://help.paintscout.com/developers/settings-quote-types.md) - [Settings Products](https://help.paintscout.com/developers/settings-products.md) - [Settings Rate Categories](https://help.paintscout.com/developers/settings-rate-categories.md) - [Settings Rates](https://help.paintscout.com/developers/settings-rates.md) - [Settings Event Types](https://help.paintscout.com/developers/settings-event-types.md) - [Settings Area Labels](https://help.paintscout.com/developers/settings-area-labels.md) - [Settings Lead Sources](https://help.paintscout.com/developers/settings-lead-sources.md) - [Settings Quote Templates](https://help.paintscout.com/developers/settings-quote-templates.md) - [Settings Stages](https://help.paintscout.com/developers/settings-stages.md) - [Settings Pipeline Stages](https://help.paintscout.com/developers/settings-pipeline-stages.md) - [Settings Pipelines](https://help.paintscout.com/developers/settings-pipelines.md) - [Settings Tax Rates](https://help.paintscout.com/developers/settings-tax-rates.md) - [Settings Tags](https://help.paintscout.com/developers/settings-tags.md) - [Tasks](https://help.paintscout.com/developers/tasks.md) - [Users](https://help.paintscout.com/developers/users.md) - [Files](https://help.paintscout.com/developers/files.md) - [Notes](https://help.paintscout.com/developers/notes.md) - [Webhooks](https://help.paintscout.com/developers/webhooks.md) - [Models](https://help.paintscout.com/developers/models.md) --- # Agent Instructions This documentation is published with GitBook. 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