Estimator Notes

Use estimator notes as a personal scratchpad for internal job details that remain hidden from customers and work orders.

Estimator Notes are a private scratchpad in PaintScout for recording internal job details. These notes are hidden from customers and do not appear on estimates or work orders.

What are estimator notes?

Estimator notes let you jot down important details about a job for your own reference. They are invisible to customers and crew.

How do you access estimator notes?

1. Click the Notes tab at the top of your estimate.

2. Add your notes in the provided box:

What should you put in estimator notes?

Use estimator notes for any information related to the customer or project that you need to reference later. Common uses include:

• Measurements and dimensions you took on-site
• Customer preferences or special requests (e.g., specific finishes, color choices)
• Material or product notes
• Instructions for your team
• Follow-up reminders (e.g., schedule a second site visit)
• Deadlines or scheduling constraints

Related articles

Notes Overview

Learn about all types of notes in PaintScout including client notes, crew notes, estimator notes, contact notes, and status change notes.

Crew Notes

Add crew notes to areas, surfaces, line items, or work orders to communicate important information hidden from customers.