Options Accepted Report

View all customer self-accepted options with acceptance dates, estimate details, and totals for each selected upgrade.

The Options Accepted Report in PaintScout shows all optional add-on items that your customers have self-accepted on their estimates.

What does the report include?

The main table displays the acceptance date, estimate number, contact, estimate type, user, and total for each accepted option.

Narrow your results by setting parameters in the Filters section on the right side of the page.

Click the Export button in the Summary header to download a .CSV file to your device.

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Additional Work Report

Track all approved change orders and extra work added to estimates and invoices with approval dates and totals.

Customer Accepted Options

Enable customers to add optional items directly to their estimate before accepting through the customer-facing interface.

Last updated 17 days ago

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