Notes & Communication

Add notes to estimates for internal use, customer communication, and crew instructions.

Use notes to keep job details organized for the right audience. PaintScout supports private estimator notes, crew-facing work order notes, and other note types for customer, contact, and status-specific context.

In This Section

• Notes Overview — Compare client, crew, estimator, contact, and status change notes and where each one appears

• Estimator Notes — Keep private job details in an internal scratchpad hidden from customers and work orders

• Crew Notes — Add internal instructions to areas, surfaces, line items, or the work order for your crew