Contacts & Companies

Create, manage, and export contacts and companies in PaintScout.

Contacts and companies keep customer records organized in PaintScout. A contact stores details for one person. A company groups related contacts under one business.

Both record types connect to estimates and invoices. With Operations, they also connect to deals, events, tasks, activity, notes, tags, and files.

Use this section to create records, manage linked customer information, and export your contact list when you need it outside PaintScout.

In This Section

• Create a Contact — Create a contact and review linked estimates, invoices, activity, and Operations records
• Create a Company — Create a company, associate contacts, and manage shared records, activity, and linked Operations data
• Export Your Contact List — Filter and export contacts to CSV for Excel, Google Sheets, Numbers, or other tools