> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/operations.md). # Operations - [Operations Overview](https://help.paintscout.com/support/operations/crm.md): Manage sales and production in one workflow with deals, calendars, jobs, tasks, lead capture, crews, and automations. - [PaintScout Operations Guide](https://help.paintscout.com/support/operations/crm/paintscout-operations-guide.md): Overview of PaintScout Operations features including deals, sales events, jobs, tasks, contacts, companies, notes, tags, and automations. - [Operations FAQ](https://help.paintscout.com/support/operations/crm/crm-faq.md): Answers to common Operations questions about deals, jobs, estimates, notes, tags, deal stages, and calendar management in PaintScout. - [Tags](https://help.paintscout.com/support/operations/crm/tags-in-paintscout.md): Use tags to label and organize contacts, companies, deals, estimates, and invoices for easy filtering and grouping. - [Notes](https://help.paintscout.com/support/operations/crm/notes-in-paintscout.md): Add, pin, edit, and manage internal notes on contacts, companies, and deals in PaintScout with version history tracking. - [Deals](https://help.paintscout.com/support/operations/deals.md): Manage your sales pipeline with deals, deal stages, and estimate linking. - [Introduction to Deals](https://help.paintscout.com/support/operations/deals/introduction-to-deals.md): Learn how deals work in PaintScout to track opportunities through the entirety of the sale and production with board and list views. - [Create a Deal](https://help.paintscout.com/support/operations/deals/how-to-create-a-deal.md): Create and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners. - [Deal Stages](https://help.paintscout.com/support/operations/deals/deal-stages.md): Customize your pipeline stages to match your workflow from lead request through job completion. - [Job Costing](https://help.paintscout.com/support/operations/deals/job-costing.md): Track labor, materials, and other expenses on Production deals to measure total costs and profitability. - [Link Estimates to Deals](https://help.paintscout.com/support/operations/deals/linking-estimates-to-deals.md): Learn how to link estimates to deals in PaintScout to keep job details organized and your sales pipeline accurate. - [Unlink an Estimate](https://help.paintscout.com/support/operations/deals/how-to-unlink-an-estimate-from-a-deal.md): Remove the association between an estimate and a deal while keeping both records intact in PaintScout. - [Media on Deals](https://help.paintscout.com/support/operations/deals/media-on-deals.md): Add and preview photos, PDFs, and videos on deals. Use deal photos on linked estimates. - [Lead Forms](https://help.paintscout.com/support/operations/lead-forms.md): Capture leads automatically with embeddable forms that create contacts and deals. - [Lead Forms Overview](https://help.paintscout.com/support/operations/lead-forms/lead-forms-overview.md): Introduction to PaintScout lead forms for capturing and organizing new leads directly into Operations with automatic contact and deal creation. - [Creating a Lead Form](https://help.paintscout.com/support/operations/lead-forms/creating-a-lead-form.md): Step-by-step guide to creating customizable lead forms with project details, contact fields, and appointment sections. - [Sharing a Lead Form](https://help.paintscout.com/support/operations/lead-forms/sharing-a-lead-form.md): Share your PaintScout lead forms via unique URLs to capture customer inquiries and automatically create deals. - [Lead Form Submissions](https://help.paintscout.com/support/operations/lead-forms/lead-form-submissions.md): View and manage lead form submissions in your sales pipeline and settings with filtering by source and date. - [Lead Forms FAQ](https://help.paintscout.com/support/operations/lead-forms/lead-forms-faq.md): Common questions about lead forms including submissions, notifications, customization, lead sources, and form sharing options. - [Lead Source vs. Acquisition Source](https://help.paintscout.com/support/operations/lead-forms/lead-source-vs-acquisition-source.md): Understand the difference between lead source and acquisition source to better track where your painting leads come from. - [Lead Source Tracking](https://help.paintscout.com/support/operations/lead-forms/lead-source-tracking.md): Track and customize lead sources to understand where your painting leads come from and measure marketing effectiveness. - [Sales Calendar & Events](https://help.paintscout.com/support/operations/events-and-calendar.md): Schedule and manage sales events, automate customer emails, and control calendar availability in PaintScout. - [Introduction to Sales Events](https://help.paintscout.com/support/operations/events-and-calendar/introduction-to-events.md): Learn about sales events in PaintScout including calendar views, map visualization, scheduling appointments, and managing your team's schedule. - [Create a Sales Event](https://help.paintscout.com/support/operations/events-and-calendar/how-to-create-an-event.md): Schedule estimate appointments, site visits, and meetings in PaintScout with automatic confirmation emails and calendar integration. - [Edit or Reschedule a Sales Event](https://help.paintscout.com/support/operations/events-and-calendar/how-to-edit-or-reschedule-an-event.md): Edit event details, reschedule appointments, and reassign sales events to different team members in PaintScout. - [Cancel a Sales Event](https://help.paintscout.com/support/operations/events-and-calendar/how-to-cancel-an-event.md): Learn how to cancel scheduled sales events and estimate appointments in PaintScout while keeping activity history intact. - [Event Types](https://help.paintscout.com/support/operations/events-and-calendar/event-types.md): Create and customize sales event types like estimates, site visits, and meetings to categorize your appointments. - [Event Email Templates](https://help.paintscout.com/support/operations/events-and-calendar/event-email-templates.md): Customize the email templates sent for sales events, including confirmations, reminders (1 day and 1 hour before), and cancellations to match your company's tone. - [Calendar Availability](https://help.paintscout.com/support/operations/events-and-calendar/calendar-availability.md): Set your weekly calendar availability and override specific days for vacations or time off in PaintScout. - [Jobs](https://help.paintscout.com/support/operations/jobs.md): Schedule production work, assign crews, and manage your Production Calendar. - [Introduction to Scheduling](https://help.paintscout.com/support/operations/jobs/introduction-to-scheduling.md): Learn about scheduling jobs in PaintScout using the Schedule view and calendars to manage your crews and visualize your projects. - [Schedule a Job](https://help.paintscout.com/support/operations/jobs/schedule-a-job.md): Schedule a production job from a deal or the Production Calendar and assign it to a crew. - [Edit or Reschedule a Job](https://help.paintscout.com/support/operations/jobs/edit-or-reschedule-a-job.md): Update job dates, crews, and other scheduling details from a deal or the Production Calendar. - [How to Delete a Job](https://help.paintscout.com/support/operations/jobs/how-to-delete-a-job.md): Delete a scheduled job in PaintScout. - [Weather in PaintScout](https://help.paintscout.com/support/operations/jobs/weather-in-paintscout.md): See the 14-day forecast in your production calendar based on your city. - [Tasks](https://help.paintscout.com/support/operations/tasks.md): Create and manage tasks to stay organized and follow up on important to-dos. - [Introduction to Tasks](https://help.paintscout.com/support/operations/tasks/introduction-to-tasks.md): Overview of the tasks page including categories, filtering, sorting, and managing follow-ups linked to deals. - [Managing Tasks](https://help.paintscout.com/support/operations/tasks/managing-tasks.md): Manage your task workflow in PaintScout -- create, edit, complete, and delete tasks linked to deals for organized follow-ups and reminders. - [Create a Task](https://help.paintscout.com/support/operations/tasks/how-to-create-a-task.md): Create tasks in PaintScout to track reminders and follow-ups linked to deals, contacts, and companies. - [Checklists](https://help.paintscout.com/support/operations/tasks/checklists.md): Create reusable task checklists to standardize workflows and apply them to deals in your Sales or Production pipeline. - [Edit a Task](https://help.paintscout.com/support/operations/tasks/how-to-edit-a-task.md): Update task details including title, assigned user, description, and due date to keep your team aligned. - [Mark a Task as Complete](https://help.paintscout.com/support/operations/tasks/how-to-mark-a-task-as-complete.md): Mark tasks as complete to keep your task list organized, with the ability to reopen tasks if needed. - [Delete a Task](https://help.paintscout.com/support/operations/tasks/how-to-delete-a-task.md): Remove tasks that are no longer needed from your PaintScout task list while preserving completed task history. - [Automations](https://help.paintscout.com/support/operations/automations.md): Set up workflow automations to automatically move deals through pipeline stages based on estimate or invoice status changes. - [Crews](https://help.paintscout.com/support/operations/crews.md): Group your field team into crews for scheduling jobs and managing production assignments. - [Create a Crew](https://help.paintscout.com/support/operations/crews/create-a-crew.md): Create a crew with a name, lead, and calendar color to organize your field team for scheduling. - [Deleting a Crew](https://help.paintscout.com/support/operations/crews/deleting-a-crew.md): Remove a crew from your account after reassigning or canceling any active jobs assigned to it. --- # Agent Instructions This documentation is published with GitBook. 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