Ctrlk
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.

Assigning a default product to a production rate in PaintScout makes material calculations happen automatically when you add surfaces to estimates. Choose your most commonly used products for this.

Start by adding your product list to the Products section of your Account Settings.

If you haven't added any products into PaintScout yet, check out how to do that below.

How to Add Products

How to Assign Products to Production Rates

1. After your materials have been input into the Products section of your Account Settings, go to the Production Rates tab.

Screenshot showing the Production Rates tab in Account Settings

2. Select the Rate Category you would like to start with.

Screenshot showing the Rate Category selection list in Production Rates settings

3. Choose the rate you want to add a product to.

Screenshot showing the individual production rate selection within a rate category

4. Click inside the product box to open your product list and choose a default product. The system uses the coverage rate specified on the selected product. To customize the coverage rate (for example, for a spray production rate), use the coverage rate box below.

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

5. Now, when a surface is added to an area, both the labor and material columns will calculate automatically!

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

How do you change a default product on an estimate?

1. Open the area that has the substrate you want to adjust and select the surface you want to change the product for.

2. Choose Select Product to populate your product list and choose your preferred product.

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

3. Choose Clear Product if you would like to change or delete the assigned product.

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

Related articles

Adding Products

Add paint products to your library with labels, coverage rates for sqft/lnft/items, pricing per gallon, and custom unit types.

Coverage Rates

Configure product coverage rates in sqft/gallon, lnft/gallon, or gallons/item to automatically calculate paint quantities for estimates.

Product Rounding

Understand how PaintScout rounds product quantities on estimates and work orders, and configure rounding to match your purchasing needs.

Working With Work Orders

Create and manage work orders with hour breakdowns, crew notes, hours display options, downloading, and sharing with your team.

Last updated

Was this helpful?