> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/beta-guides/painter-accounts-beta-guide.md). # Painter Accounts Beta Guide Painter Accounts 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. {% embed url="" %} {% hint style="info" %} This feature is 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 {% endhint %} *** ## 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

*** ### 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 |
*** ### 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.**
*** ### 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.
*** ## What do my painters see?
Schedule & Timeline View
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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
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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
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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
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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
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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\ ​
*** ## FAQ
I added my painters to crews, but the jobs aren't showing in their account Crew members are set at the time a job is created If you update a crew's members in settings, only new jobs created after that change will reflect the updated crew members. Any existing jobs — past, current, or upcoming — will keep the crew members that were assigned at the time the job was created. {% hint style="info" %} If you need to update the crew members on a current or upcoming job, you can do this directly on the job itself. {% endhint %}
*** ## 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 Thanks for helping shape what's next!\ ​ --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.paintscout.com/support/beta-guides/painter-accounts-beta-guide.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.