Production Rate Descriptions

Add default descriptions for area view, substrate view, and crew notes to production rates that display on estimates and work orders.

Production rate descriptions in PaintScout let you add default text to your rates that automatically appears on estimates and work orders. You can set descriptions for Area View, Substrate View, and Crew Notes.

Before diving into this article, make sure you have a solid grasp of the fundamentals of production rates. Review Production Rates Overview >

How Do I Add Descriptions to a Production Rate?

1. Click the person icon and go to your Account Settings. Navigate to the Production Rates section and select one of your rates.

1. Scroll down to your descriptions and fill them out accordingly.

• Area View: Displays within the area when your estimate is in Area View. Since this appears beneath the specific room, you can include detailed surface-specific information.
• Substrate View: Displays under the surface when your estimate is in Substrate View.
• Crew Note: A note associated with the surface that only appears on the work order. Your customers will not see this.

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Area View Description - How it Displays on the Estimate

Substrate View Description - How it Displays on the Estimate

Crew Notes - How it Displays on the Work Order

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