> 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/paintscout-crm-guide.md). # PaintScout Operations Guide PaintScout Operations gives you one workflow for sales and production. Use it to manage deals, appointments, job scheduling, crews, tasks, and follow-up work in the same system. {% hint style="danger" %} **Important:** this feature requires the paid **Operations add-on.** {% endhint %} {% embed url="" %} *** ## What You’ll Find in Operations ### Deals & Pipelines A deal keeps your estimate, invoice, contact, tasks, and scheduling details together. Move deals through sales and production stages to track progress clearly. ​[Learn more about deals and pipelines ›](/support/operations/deals/introduction-to-deals.md) *** ### Sales Events & Calendar Sales Events are for customer appointments. Use them for estimate visits, walkthroughs, and follow-ups. Sales events sit on the Sales Calendar and can trigger customer emails. [Learn more about sales events ›](/support/operations/events-and-calendar/introduction-to-events.md) *** ### Jobs & Scheduling Once work is ready for production, create a job. Jobs appear on the Production Calendar. You can assign a project manager and crew, set job dates, and adjust the schedule as plans change. [Learn more about jobs >](/support/operations/jobs/introduction-to-scheduling.md) *** ### Tasks & checklists Stay organized with internal to-dos like reminders to call a lead or follow up on a deal. Tasks are separate from events and don’t trigger client emails. Use [Checklists](/support/operations/tasks/checklists.md) when the same set of tasks repeats across deals. ​[Learn more about tasks ›](/support/operations/tasks/introduction-to-tasks.md) *** ### Notes & Files Add internal notes or upload supporting documents to any contact, company, or deal. Everything stays organized and accessible for your team. [Learn more about notes and files ›](/support/operations/crm/notes-in-paintscout.md) *** ### Tags Use customizable tags to label and organize records—like “Repeat Customer” or “Needs Follow-Up.” [Learn more about tags ›](/support/operations/crm/tags-in-paintscout.md) *** ### Lead Sources & Tracking Track where your leads are coming from—like referrals, ads, or your website. Assign them to deals, estimates, contacts, or companies. [Lead Forms](/support/operations/lead-forms/lead-forms-overview.md) create deals automatically from inbound requests. ​[Learn more about lead sources ›](/support/operations/lead-forms/lead-source-tracking.md) *** ### Automations Save time by setting up custom automations that keep deals moving through your pipeline. [Learn more about automations >](/support/operations/automations.md) *** ## How the workflow fits together 1. Create a deal manually or from a [Lead Form](/support/operations/lead-forms/lead-forms-overview.md). 2. Book a [Sales Event](/support/operations/events-and-calendar/introduction-to-events.md) for the estimate or follow-up. 3. Link the estimate and move the deal through your pipeline. 4. When the job is ready, [schedule it](/support/operations/jobs/schedule-a-job.md) on the Production Calendar. 5. Use tasks, checklists, notes, and tags to support the work before, during, and after production. *** {% hint style="success" %} ### Try Operations free for 30 days See how deals, scheduling, tasks, and automations work together in one workflow. Start 30-day trial {% endhint %} *** ## Related articles * [Operations FAQ](/support/operations/crm/crm-faq.md) — Common questions about deals, jobs, tasks, tags, and calendars * [Introduction to Deals](/support/operations/deals/introduction-to-deals.md) — Understand how deals support sales and production workflows * [Jobs](/support/operations/jobs.md) — Schedule production work and manage your Production Calendar --- # 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/paintscout-crm-guide.md?ask= ``` 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.