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

Assign a Product to a Rate

Link default products to production rates so material calculations happen automatically when adding surfaces to estimates.

Assign a default product to a production rate to calculate materials automatically on estimates.

Add products to your library before assigning them to rates.

Assign a product to a production rate

1. Go to Account Settings → Production Rates → Rate Categories.

2. Select a Rate Category.

Screenshot showing the Rate Category selection list in Production Rates settings

3. Select the rate you want to update.

Screenshot showing the individual production rate selection within a rate category

4. Click into the product field and choose a default product. PaintScout uses that product's coverage rate.

Adjust the Coverage rate field when the rate needs a different value. For example, spray rates may need custom coverage.

Screenshot showing the default product selection box and coverage rate field on a production rate

5. Add a surface to an estimate. PaintScout calculates labor and materials automatically.

Screenshot showing an estimate with automatically calculated labor and material columns after adding a surface

Change a product on an estimate

1. Open the Area and select the Surface you want to update.

2. Select Add Product, then choose the product you want to use.

Screenshot showing the Select Product option on an estimate surface to choose a product from the list

3. Click Change to replace the assigned product. Select the delete icon to remove it.

Screenshot showing the Clear Product option to remove or change the assigned product on a surface

Last updated

Was this helpful?