Operations Overview

Manage sales and production in one workflow with deals, calendars, jobs, tasks, lead capture, crews, and automations.

Start here: Begin with the PaintScout Operations Guide for the full workflow.

PaintScout Operations gives you one place to manage sales and production. You can track deals, book appointments, schedule jobs, assign crews, and manage follow-up work without leaving PaintScout.

Running a painting business means tracking more than estimates. You need to know what stage each deal is in, what appointments are booked, what jobs are scheduled, and what tasks still need attention.

Why Use PaintScout Operations

Operations helps you:

• Track each job from lead to production. Deals hold the main record for the work.
• Book customer appointments. Sales Events handle estimate visits, follow-ups, and meetings.
• Schedule production work. Jobs let you place sold work on the Production Calendar and assign crews.
• Keep work moving. Tasks and Checklists support follow-ups, handoffs, and repeat steps.
• Capture leads automatically. Lead Forms create contacts and deals from inbound requests.
• Track source and performance. Lead Source Tracking and reports show what drives revenue.
• Automate stage changes. Automations keep deals moving when estimate or invoice status changes.

Key Operations concepts

These are the main building blocks in Operations:

• Deals are the main record for the work. They tie together contacts, estimates, invoices, tasks, and scheduling.
• Sales Events handle customer appointments. Jobs handle production scheduling after the work is sold.
• Tasks and Checklists manage internal follow-up work that does not belong on the calendar.
• Tags, Notes, and Lead Sources add context so your team can organize records and track performance. You can pin important notes on deals, contacts, and companies.

Getting Started

Use this order to get Operations set up:

1. Start with Deals. This is the main record for the work.
2. Set up Sales Calendar & Events so you can book appointments and follow-ups.
3. Add Tasks and checklists to manage internal follow-up work.
4. Use Lead Forms and Lead Source Tracking to capture and measure new opportunities.
5. Once work is sold, schedule it in Jobs and assign the right crew.

In This Section

• PaintScout Operations Guide — Get the full Operations workflow across deals, calendars, jobs, tasks, notes, tags, and automations
• Operations FAQ — Get answers to common questions about deals, jobs, calendars, estimates, and permissions
• Media Attachments in Operations — Add, preview, and edit attachments on deals, contacts, and companies, and use deal images on linked estimates
• Deals — Manage pipeline stages, create deals, and link estimates to the right job record
• Lead Forms — Capture inbound leads automatically and create contacts and deals from form submissions
• Sales Calendar & Events — Schedule appointments, control event types, and manage calendar availability
• Jobs — Schedule production work, assign crews, and manage your Production Calendar
• Tasks — Track follow-ups, assign to-dos, and use checklists for repeat workflows
• Automations — Move deals automatically based on estimate or invoice status changes
• Crews — Organize your field team for production scheduling and crew assignment
• Tags — Label and filter contacts, companies, deals, estimates, and invoices
• Notes — Add internal notes, pin key notes, and review edit history on contacts, companies, and deals