Chat Overview

Enable real-time chat communication with clients directly on estimates, with email notifications and conversation tracking built in.

The Chat feature in PaintScout lets you and your clients communicate directly on the estimate through real-time messaging, with all conversations tracked and recorded.

Why use the chat feature?

Chat connects you with clients directly on the estimate. Clients can ask questions about their quotes, and you can respond to close the sale faster. All messages are tracked on the estimate regardless of whether replies happen via email or the chat system.

How does the chat feature work?

A "Chat" button appears in the bottom right corner of the estimate your client receives. Clients click it to message you directly. You receive an email notification instantly, and the client gets an email notification when you reply.

You can reply via email or directly in PaintScout's chat system. Either way, the entire conversation is tracked and recorded on the estimate.

How do I use Chat?

1. Send your estimate to a client.

2. The client taps or clicks the chat button in the bottom right corner of their screen.

Screenshot showing the chat button in the bottom right corner of the customer estimate view

3. You receive an email notification and can respond through the email. Clients can also reply through their email notification.

Screenshot showing the email notification received when a client sends a chat message

4. All responses appear in the chat box on the estimate. Clients can reply via email or directly in the chat box.

How do I enable Chat Notifications?

1. Click the person icon in the top right and go to Your Profile > Notifications.

2. Select the checkbox for "When a new chat message is received".

Screenshot showing the Notifications settings with the chat message notification checkbox

Setting an Away Status

1. Click the person icon in the top right and go to your Account Settings > Communications > Chat section.

2. Add your away status. If you would like your status to always show, toggle the switch on.

Screenshot showing the Chat away status settings with message field and always-show toggle

FAQ

Why did my customer not receive a notification for all chat messages?

Chat message email notifications send with a 5-minute delay.

If two messages are sent to a customer within 5 minutes, the customer only receives an email notification for the first message.

Sending Estimates

Send estimates to customers via email or text with customizable subject lines, body content, and follow-up settings.

Auto Follow-Ups

Set up automated follow-up messages via email or text based on estimate status triggers to improve quote acceptance rates.

Last updated 17 days ago

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