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

Creating Estimates

Learn how to create new estimates in PaintScout, navigate the estimate page, and use core estimating features.

This section covers the core estimate workflow in PaintScout. Start a new estimate, learn the estimate page, use the sidebar tools, understand sales rate, manage estimate actions, and save your work properly.

In This Section

  • Create a New Estimate — Start a fresh estimate from scratch or from a template

  • The Estimate Page — Understand the layout and components of the estimate interface

  • Sidebar Overview — Use the sidebar for activity, chat, follow-ups, calculations, terms, and payment settings

  • What is a Sales Rate? — Understand total price compared to total project hours

  • Estimate Actions — Preview, share, invoice, copy, download, archive, and delete estimates

  • Saving & Syncing — How PaintScout saves your work and keeps estimates in sync across devices

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