The Estimate Page
Tour the estimate page interface including title, status, tabs, company details, contact info, estimate ID, date, and sidebar menu.
The PaintScout estimate page is where you build, customize, and manage your painting proposals. It includes the estimate title, status, tabs, contact details, sidebar menu, and all pricing components.
What is the estimate title?
The estimate title appears at the top left and shows either the estimate Type (e.g., Interior, Exterior) or the Template name. It identifies the project scope at a glance.
Right below the Type, you'll see the Status of the estimate, whether it's in a Draft, Sent, Accepted, or another stage. You have the flexibility to change the status by clicking the status and selecting an alternative from the pop-up that will appear.
Use the Status Change Reason box to add an internal note that will show as a banner along the top of the estimate.
What are the estimate tabs?
Five tabs below the title let you navigate different parts of the estimate:
Estimate: This tab displays the actual estimate, including the items to be painted and their associated prices. This is where you can add areas or line items to your estimate.
Presentation: This is where you can change a presentation attached to an estimate, or turn off and on various pages of content. Learn more about presentations here >
Work Order: Here, you'll find the hours and products required to complete each item or area listed in the estimate. It also includes crew notes for further team clarity.
Archived: This tab provides access to all the archived items from the estimate, making it easy to store items removed from the estimate.
Notes: Consider this tab as a "scratch pad" for estimator notes. You can jot down any additional information or reminders related to the estimate. These notes are internal and cannot be seen on the estimate or work order.
Where are the company details?
Your company contact information and estimator details appear at the top. Click the estimator name to reassign the estimate to a different user. The new user becomes the owner, and all communications use their email address.
How do you add contact details?
Add a Contact to the estimate by selecting an existing contact or creating a new one. Include a separate Job Address if it differs from the contact address, and add an "Identifier" (e.g., PO #) if needed.
When is the estimate ID generated?
The Estimate ID is generated when you press the Save button. Save regularly to sync your changes to the system.
How does the estimate date and expiration work?
The Date next to the Estimate ID shows the creation date. If estimate expiration is enabled, the expiry shows TBD until the estimate is sent, then calculates from your settings. Click the pencil icon to modify either date.
What is the sidebar menu?
The Sidebar Menu on the right side of the screen provides access to estimate settings, activity tracking, calculations, and more:
The sidebar menu contains these sections:
Activity: This section keeps you informed about the activity of the estimate, such as when it was sent, viewed, accepted, and more. It helps you easily track the progress of the estimate and stay organized.
Chat: The Chat log allows you to maintain a record of any conversations you have with your customer through the chat bubble on the estimate. Whether you reply directly from this section or via email, everything will be conveniently logged here.
Follow-ups: Take full control over the follow-up messages your customer receives in this section. You can easily turn specific messages on or off by using the available toggles.
Calculations: Dive into the details of your numbers in the Calculations tab. Here, you'll find the estimate sales rate and a breakdown of labor and materials. You also have the flexibility to manually adjust the total, tax, and discounts as needed.
Presentation: Choose the presentation associated with your estimate by selecting the change selection button.
Contract Terms: Switch out the terms associated with your estimate by selecting the change selection button. You can either choose from the available options or customize the terms to fit your specific requirements.
Advanced: In this space, you'll discover additional options to enhance your Estimate such as a client note that will be displayed below the total box, allowing you to communicate important details effectively. Furthermore, you have the ability to control the visibility of the Estimate.
Payments & Lending: Manage your Stripe and Wisetack deposit percentages and surcharge fees for each estimate.
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