Common Tasks

Jump to the first setup, estimating, and customer-facing actions most teams handle in PaintScout.

Use this page when you want the fastest path to the tasks most teams complete first.

Common tasks

1. Set up your account — Configure company details, team access, estimate settings, and integrations
2. Update your hourly rate — Set the core rate behind your estimate pricing
3. Build your production rates — Define how PaintScout calculates labor and price
4. Add products — Create your material library and coverage settings
5. Create a new estimate — Start your first quote from scratch or from a template
6. Send an estimate — Share the estimate with the customer by email or text
7. Create and send an invoice — Turn sold work into a bill and request payment

Recommended next steps

• Getting Started Overview — Review the full onboarding section
• Customization Overview — Set up pricing, templates, and customer-facing defaults
• Estimating Overview — Learn the full estimate workflow