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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Create a Company

Create and manage company records in PaintScout including associating contacts, linking records, adding tags and notes.

Companies let you group contacts, estimates, and invoices under one business. With Operations, companies also connect to their contacts' deals, events, and tasks.

Creating a Company

  1. Click the New Company button.

  2. Enter the company details.

Screenshot showing the New Company dialog with fields for company name, address, email, and phone number

Company Page Overview

Once created, each company has its own page.

Details Section

  • Shows the company name, address, email, and phone number.

  • Edit it from the pencil icon or the ... menu.

Screenshot showing the Company details section with name, address, email, and phone number

Associated Contacts

See every contact linked to the company.

Screenshot showing the Associated Contacts section on the Company page

Add a contact to a company

  • Open the selected company.

  • Click +Add in the contacts section.

Screenshot showing the Add button under the contacts section to associate a contact to a company

Remove a contact from a company

  • Click the ... menu beside the contact.

  • Select Remove Association.

Screenshot showing the More menu to remove a contact association from a company

Estimates & Invoices

View all Estimates and Invoices tied to the company’s associated contacts.

Screenshot showing the Estimates and Invoices section on the Company page

Activity & Chat History

View activity and chat history for the company’s associated contacts.

Screenshot showing the Activity and Chat History section on the Company page

Operations-only features

With the Operations add-on, the company page becomes a shared record for all linked contacts.

Important: this feature requires the paid Operations add-on.

Deals, Events & Tasks

View all linked Deals, Events, and Tasks for associated contacts.

Screenshot showing the Linked Records section with Deals, Estimates, Invoices, Events, and Tasks

Tags

Add tags to organize and filter companies. Learn more about Tags >

Screenshot showing the Tags section on the Company page

Notes & Files

  • Notes: Add internal notes to the company record. You can pin important notes to the top of the company’s Notes feed and All Activity feed.

    • You can pin a note here even if it was created on a linked deal or contact. Edit and delete still stay on the original record.

    • Attach files directly to notes for easy reference.

  • Files: Upload relevant photos, PDFs or other files to your company.

Screenshot showing the Notes section with file attachment capability on the Company page

FAQ

Why aren't linked records showing on the Company Page?

Linked records appear through the company’s associated contacts. If a contact is linked to an estimate, invoice, or deal, that record appears on the company page once the contact is associated to the company.

Current or past Estimates and Invoices may not update automatically. If they do not appear, update the contact on the document.

Screenshot showing where to update the contact association on an estimate or invoice

Related articles

Create a Contact

Create a new contact in PaintScout to store customer details and link them to deals, estimates, invoices, events, and tasks.

Export Your Contact List

Export your PaintScout contacts to a CSV file for use in spreadsheet programs like Excel, Google Sheets, or Numbers.

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