> 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/crm.md).

# Operations Overview

{% hint style="success" %}
**Start here:** Begin with the [PaintScout Operations Guide](/support/operations/crm/paintscout-crm-guide.md) for the full workflow.
{% endhint %}

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](/support/operations/deals/introduction-to-deals.md) hold the main record for the work.
* **Book customer appointments.** [Sales Events](/support/operations/events-and-calendar/introduction-to-events.md) handle estimate visits, follow-ups, and meetings.
* **Schedule production work.** [Jobs](/support/operations/jobs.md) let you place sold work on the Production Calendar and assign crews.
* **Keep work moving.** [Tasks](/support/operations/tasks/introduction-to-tasks.md) and [Checklists](/support/operations/tasks/checklists.md) support follow-ups, handoffs, and repeat steps.
* **Capture leads automatically.** [Lead Forms](/support/operations/lead-forms/lead-forms-overview.md) create contacts and deals from inbound requests.
* **Track source and performance.** [Lead Source Tracking](/support/operations/lead-forms/lead-source-tracking.md) and reports show what drives revenue.
* **Automate stage changes.** [Automations](/support/operations/automations.md) 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.

## Getting Started

Use this order to get Operations set up:

1. Start with [Deals](/support/operations/deals.md). This is the main record for the work.
2. Set up [Sales Calendar & Events](/support/operations/events-and-calendar.md) so you can book appointments and follow-ups.
3. Add [Tasks](/support/operations/tasks.md) and checklists to manage internal follow-up work.
4. Use [Lead Forms](/support/operations/lead-forms.md) and [Lead Source Tracking](/support/operations/lead-forms/lead-source-tracking.md) to capture and measure new opportunities.
5. Once work is sold, schedule it in [Jobs](/support/operations/jobs.md) and assign the right crew.

## In This Section

* [PaintScout Operations Guide](/support/operations/crm/paintscout-crm-guide.md) — Get the full Operations workflow across deals, calendars, jobs, tasks, notes, tags, and automations
* [Operations FAQ](/support/operations/crm/crm-faq.md) — Get answers to common questions about deals, jobs, calendars, estimates, and permissions
* [Deals](/support/operations/deals.md) — Manage pipeline stages, create deals, and link estimates to the right job record
* [Lead Forms](/support/operations/lead-forms.md) — Capture inbound leads automatically and create contacts and deals from form submissions
* [Sales Calendar & Events](/support/operations/events-and-calendar.md) — Schedule appointments, control event types, and manage calendar availability
* [Jobs](/support/operations/jobs.md) — Schedule production work, assign crews, and manage your Production Calendar
* [Tasks](/support/operations/tasks.md) — Track follow-ups, assign to-dos, and use checklists for repeat workflows
* [Automations](/support/operations/automations.md) — Move deals automatically based on estimate or invoice status changes
* [Crews](/support/operations/crews.md) — Organize your field team for production scheduling and crew assignment
* [Tags](/support/operations/crm/tags-in-paintscout.md) — Label and filter contacts, companies, deals, estimates, and invoices
* [Notes](/support/operations/crm/notes-in-paintscout.md) — Add internal notes with edit history on contacts, companies, and deals


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.paintscout.com/support/operations/crm.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.