Painter Accounts Beta Guide

Set up painter accounts, manage permissions, assign crews, and understand what painters can access during the beta.

Join the Beta

You will need to sign up for the beta to get access to add painter accounts. They work alongside your existing Operations setup. Painters are assigned to jobs through the Production Calendar and Crews — so you'll want to have those set up first.

Join Beta

Give your field workers a dedicated, focused space to view their assigned jobs and work orders. Whether you have in-house employees or subcontractors, Painter Accounts are built around what your crew actually needs on the job.

Painter Accounts are currently in active development. You may encounter bugs, missing functionality, or things that don't work quite as expected. We're actively making improvements and would love your feedback if you run into anything!

Feel free to reach out to us at [e-mail]

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Getting Started

Painter Accounts work alongside your existing Operations setup. Painters are assigned to jobs through the Production Calendar and Crews — so you'll want to have those set up first.

Step 1: Join the Beta

You will need to sign up for the beta to get access to add painter accounts.

Join Beta

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Step 2: Add painter seats to your account:

1. Go to Account Settings → Billing → User Management
2. Click + Add User
3. Enter their name and email
4. Select their role — Painter (employee) or Painter (subcontractor). This sets their default permissions, but you can adjust them at any time.

Permission	Employee	Subcontractor
View client info (name, email, phone)	✅ On	❌ Off
View job value and prices	✅ On	❌ Off
Add/view payments	✅ On	❌ Off
Add additional work	✅ On	❌ Off
Add/view tasks, notes, and files	✅ On	❌ Off

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Step 3: Check their permissions

Once you have added a painter user, be sure to check they have the access you want them to have.

Regardless of permissions, painters always have access to the deal name and job address.

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Step 4: Add Painters to Crews

Once you've added a Painter, make sure to add them to a crew so their jobs show up on their schedule.

1. Go to Account Settings → Billing → User Management → Crews
2. Open the relevant crew, and add them in the Crew Members field.

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What do my painters see?

Schedule & Timeline View ​ Painter Accounts are built around a simple timeline view. Painters can see last week, this week, and next week. When they're assigned to a job, it appears on their schedule automatically and they receive an email notification.

Work Orders ​ Each job has a built-in work order so painters always know what's expected on site.

A few things to know:

• The work order from the invoice is used by default
• If no invoice exists yet, the estimate work order is shown — and automatically swaps to the invoice version once one is created
• Work orders are always shown in area view
• Invoice number, date, and status are removed — painters only see what's relevant to doing the job

Additional Work ​ If this permission is enabled, painters can add additional work directly from the job — great for on-site upselling or scope changes.

They have two options when adding additional work:

• Preset list — items from the original estimate or invoice the customer didn't approve, ready to add for approval
• Custom item — create a new custom line item (custom areas not supported for this initial beta release)

  

Tasks, Notes, & Files ​ If this permission is enabled, painters can view all tasks from the deal, add notes, and view files attached to the deal.

A few things to know:

• Other users can also assign tasks directly to a painter from the deal.
• Painter can see all notes, tasks, and files on the deal

Notifications ​ Painters receive automatic email notifications to keep them in the loop. They can toggle these on or off themselves.

The notifications are:

• Job assigned — when a job is added to their schedule
• Job updated — when the date of a job changes
• Job cancelled — when a job is deleted

One notification is always on and cannot be turned off:

• Job re-assigned — when a job is moved to another crew or painter ​

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FAQ

I added my painters to crews, but the jobs aren't showing in their account

Crew members are captured when the job is created.

If you update a crew in settings, only new jobs use the new crew members. Existing jobs keep the crew members they had when the job was created.

To update a current or upcoming job, edit the crew members on the job itself.

My painters are receiving email notifications but don't have a link to view the job

If the email does not include a View Job button, the job is outside the painter's visible schedule window.

Painters only see jobs from one week in the past to one week in the future. The button appears once the job moves into that window.

Which languages do Painter Accounts support?

Painter Accounts are available in English, French, and Spanish. Painters can update their language preference in their Profile.

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Thanks for Trying the Painter Accounts Beta!

We're excited to have you and your crew trying out this new experience. Since this is actively in development, your feedback is incredibly valuable as we continue to improve.

If you have questions, run into issues, or just want to share your thoughts, please reach out anytime at [e-mail]

Thanks for helping shape what's next!