Working With Options

Create optional add-on items or services on estimates that customers can choose to include before accepting their quote.

Options in PaintScout are extra items or services listed separately from the estimate total. Customers can choose to include options before accepting their quote, making them ideal for upsells and add-on services.

What is an option?

An option is an item or service not included in the estimate total. It appears in a separate section, letting the customer decide whether to add it.

How do you make an item into an option?

1. Choose the item(s) you want to make into an option by clicking the checkbox on the left-hand side. Then select Make Option from the bottom toolbar.

2. Options will be displayed at the bottom of your estimate, underneath the total box. It will appear this way from the customer's view as well, so they can see the options separately from the other items on the estimate.

You can also create areas and items directly in the options section by clicking + Add area or line item.

How do you move an option back to the estimate?

If you would like to move an option back to the estimate, so it's included in the total, click the checkbox to the left of it, then press Move to Estimate.

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