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

Create a Contact

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

Contacts store customer details and link them to estimates, invoices, and companies. With Operations, they also connect to deals, sales events, jobs, and tasks.

Creating a contact ensures every sale, communication, and activity is tracked to the right customer.

Creating a Contact

  1. Click the New Contact button.

  2. Enter the contact details.

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

Contact Page Overview

Once created, each Contact has its own page with detailed information.

Details Section

  • Shows the Contact's name, address, and related company.

  • Edit by clicking the pencil icon or the "..." (More) menu next to the name.

Screenshot showing the Contact details section with the name, address, and linked company

Estimates & Invoices

Keep track of all Estimates and Invoices linked to that contact.

Screenshot showing the Estimates and Invoices section on the Contact page

Activity & Chat History

View all interactions with this Contact. Learn more about activity in PaintScout >

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

Operations-only features

With PaintScout Operations, the Contact page helps you keep track of everything tied to your customers and deals.

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

Deals, Events & Tasks

Find all linked Deals, Events, and Tasks specific to that Contact.

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

Tags

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

Screenshot showing the Tags section on the Contact page

Notes & Files

  • Notes: Add important internal notes. Notes can be edited anytime.

    • You can also attach files directly to notes for easy reference.

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

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

Related articles

Create a Company

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

Export Your Contact List

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

Last updated

Was this helpful?