Grouping Items
Group surfaces, areas, or line items together to organize estimates by floor, house side, surface type, or custom categories.
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Group surfaces, areas, or line items together to organize estimates by floor, house side, surface type, or custom categories.
Grouping in PaintScout lets you combine related areas, surfaces, or line items into a single named group on your estimate. This makes estimates cleaner and easier for customers to read.
The grouping function brings together a set of surfaces or areas to organize your estimate. Common examples:
Arrange your estimate by floors: Main Floor, Upstairs, Basement, and more.
Break down each side of a house: Front, Left, Right, Back, and then group them to display as the Whole House.
Group by surface type: Group up all the trim components together (baseboards, windows, door frames)
1. Start by selecting the areas, surfaces, or line items you want to group by clicking the checkboxes to the left.
2. Once you have chosen all the items you want to group, select the Group option from the toolbar at the bottom of your screen.
3. A pop-up will appear, where you can then edit your group. You can add a name, adjust the price, and customize the description.
4. Scroll down on the window, and you'll find options to add photos to the group or edit individual areas/items by clicking the three dots.
5. Finally, save your group and this is how it will appear:
1. Click directly on the group or press the three dots on the right side to edit and make changes to the group.
2. You can then click the three dots to the right of the included area you would like to edit.
1. If you've got an existing group, check the box to the left, and also select any additional areas or surfaces you want to include in the group.
2. After that, hit the Add to Group option from the toolbar at the bottom.
Please note that once you have grouped items, you can only add similar items to the group.
Areas can be grouped with other areas.
Surfaces can be grouped with other surfaces.
For example, if you group 2 areas (rooms) together and then switch to surface view, you cannot add surfaces to that group, only other areas!
You can ungroup items in three ways:
Use the checkbox to highlight the group, then press Ungroup.
Click on the group, as though you are going to edit it, and then press Ungroup Items.
Click the three dots on the far right side of the group, then select Ungroup.
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