> 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/customization.md). # Customization - [Customization Overview](https://help.paintscout.com/support/customization/customization-overview.md): Configure pricing, products, templates, presentations, and defaults so PaintScout matches your business. - [Pricing & Rates](https://help.paintscout.com/support/customization/pricing-and-rates.md): Configure your hourly rate, production rates, and coverage rates for accurate estimate pricing. - [Understanding Production Rates](https://help.paintscout.com/support/customization/pricing-and-rates/introduction-to-production-rate-estimation.md): Understand how PaintScout uses production rates (sqft/hr, lnft/hr) to calculate project hours and pricing, with a step-by-step example showing the full estimation process. - [How Production Rates are Calculated](https://help.paintscout.com/support/customization/pricing-and-rates/how-production-rates-are-calculated.md): Understand how production rate calculations work using variables like sqft/hour, hours/item, and dollars/sqft for accurate estimate pricing. - [Calculate Your Hourly Rate](https://help.paintscout.com/support/customization/pricing-and-rates/how-to-calculate-your-hourly-rate.md): Calculate your all-in hourly rate for painting estimates by combining labor wages, materials, overhead costs, and profit margin with step-by-step examples. - [Update Your Hourly Rate](https://help.paintscout.com/support/customization/pricing-and-rates/how-to-update-your-hourly-rate.md): Set your company hourly rate that covers labor, overhead, materials, and profit margin for calculating estimate pricing. - [Production Rates Overview](https://help.paintscout.com/support/customization/pricing-and-rates/production-rates-section-overview.md): Comprehensive guide to creating and organizing production rates, rate categories, variables, coats, products, descriptions, and advanced options. - [Production Rate Descriptions](https://help.paintscout.com/support/customization/pricing-and-rates/production-rate-descriptions.md): Add default descriptions for area view, substrate view, and crew notes to production rates that display on estimates and work orders. - [Advanced Production Rate Options](https://help.paintscout.com/support/customization/pricing-and-rates/advanced-production-rate-options.md): Customize production rates with advanced options like hide from customer, show coats, show price, and custom hourly rates per substrate. - [Deleting Production Rates](https://help.paintscout.com/support/customization/pricing-and-rates/deleting-production-rates.md): Remove production rate categories and individual rates from your account settings using the three-dot menu option. - [Exporting Production Rates](https://help.paintscout.com/support/customization/pricing-and-rates/exporting-production-rates.md): Export your production rates to a CSV file for backup, analysis in Excel, or sharing with team members. - [Coverage Rates](https://help.paintscout.com/support/customization/pricing-and-rates/coverage-rates.md): Configure product coverage rates in sqft/gallon, lnft/gallon, or gallons/item to automatically calculate paint quantities for estimates. - [Products](https://help.paintscout.com/support/customization/products.md): Add and manage paint products, assign them to rates, and configure coverage calculations. - [Adding Products](https://help.paintscout.com/support/customization/products/adding-products.md): Add paint products to your library with labels, coverage rates for sqft/lnft/items, pricing per gallon, and custom unit types. - [Assign a Product to a Rate](https://help.paintscout.com/support/customization/products/how-to-assign-a-product-to-a-rate.md): Link default products to production rates so material calculations happen automatically when adding surfaces to estimates. - [Product Rounding](https://help.paintscout.com/support/customization/products/product-rounding.md): Understand how PaintScout rounds product quantities on estimates and work orders, and configure rounding to match your purchasing needs. - [Sherwin-Williams Color Catalogue](https://help.paintscout.com/support/customization/products/sherwin-williams-color-catalogue.md): Browse and select Sherwin-Williams paint colors from the integrated color catalogue when using their products on estimates. - [Sherwin-Williams Product Browser](https://help.paintscout.com/support/customization/products/sherwin-williams-product-browser.md): Browse and add Sherwin-Williams paint products directly to your library with images, descriptions, and coverage rates for estimates. - [Templates & Presets](https://help.paintscout.com/support/customization/templates-and-presets.md): Save time with estimate templates, smart templates, and preset configurations. - [Estimate Types](https://help.paintscout.com/support/customization/templates-and-presets/what-are-estimate-types.md): Create estimate types like Interior, Exterior, and Cabinets to organize rates, terms, presentations, and filter reporting data. - [Estimate Templates](https://help.paintscout.com/support/customization/templates-and-presets/estimate-templates.md): Create reusable estimate templates with pre-filled areas, rates, and line items to speed up creating similar estimates. - [Smart Templates](https://help.paintscout.com/support/customization/templates-and-presets/smart-templates.md): Learn how Smart Templates automatically incorporate your latest production rates, products, and terms into new estimate templates. - [Estimate Settings](https://help.paintscout.com/support/customization/templates-and-presets/estimate-settings.md): Configure estimate defaults including hourly rate, tax rates, discounts, rounding options, customer accepted options, and expiry settings. - [Update Your Tax Rate](https://help.paintscout.com/support/customization/templates-and-presets/estimate-settings/how-to-update-your-tax-rate.md): Configure tax rates in estimate settings with options to automatically include rates on new estimates or add multiple tax rates. - [Estimate Disclaimers](https://help.paintscout.com/support/customization/templates-and-presets/estimate-disclaimers.md): Customize acceptance and decline disclaimers that appear below the signature box when customers respond to estimates. - [Invoice Settings](https://help.paintscout.com/support/customization/templates-and-presets/invoice-settings.md): Configure invoice due dates and enable automatic invoice generation when estimates are accepted in PaintScout. - [Area Names](https://help.paintscout.com/support/customization/templates-and-presets/area-names.md): Create and organize reusable area labels like rooms and locations for faster estimate creation with drag-and-drop organization. - [Line Items Overview](https://help.paintscout.com/support/customization/templates-and-presets/line-items-overview.md): Create and manage line items for fixed-price services with hourly rate, quantity, or custom pricing options plus client and crew notes. - [Presentations & Terms](https://help.paintscout.com/support/customization/presentations-and-terms.md): Customize how your estimates look to customers with presentations and terms. - [Presentations Overview](https://help.paintscout.com/support/customization/presentations-and-terms/presentations-overview.md): Build professional multi-page proposal presentations with company info, services, testimonials, and custom sections for estimates. - [Presentation Sections](https://help.paintscout.com/support/customization/presentations-and-terms/presentation-sections.md): Explore all presentation section types including cover pages, columns, galleries, testimonials, documents, and custom HTML for professional proposals. - [Setting a Default Presentation](https://help.paintscout.com/support/customization/presentations-and-terms/setting-a-default-presentation.md): Set a default presentation (proposal template) for each estimate type so the correct layout is automatically applied to every new estimate. - [Updating Estimate Terms](https://help.paintscout.com/support/customization/presentations-and-terms/updating-estimate-terms.md): Add, edit, and manage contract terms in your account settings, plus learn how to change or update terms on individual estimates before they are accepted. - [Setting Default Terms](https://help.paintscout.com/support/customization/presentations-and-terms/setting-default-terms.md): Set default contract terms for each estimate type so the correct terms are automatically applied every time you create a new estimate. --- # Agent Instructions This documentation is published with GitBook. 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