PaintScout Operations Guide
Overview of PaintScout Operations features including deals, sales events, jobs, tasks, contacts, companies, notes, tags, and automations.
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Overview of PaintScout Operations features including deals, sales events, jobs, tasks, contacts, companies, notes, tags, and automations.
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.
Important: this feature requires the paid Operations add-on.
A deal keeps your estimate, invoice, contact, tasks, and scheduling details together. Move deals through sales and production stages to track progress clearly.
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.
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.
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 when the same set of tasks repeats across deals.
Add internal notes or upload supporting documents to any contact, company, or deal. Everything stays organized and accessible for your team.
Use customizable tags to label and organize records—like “Repeat Customer” or “Needs Follow-Up.”
Track where your leads are coming from—like referrals, ads, or your website. Assign them to deals, estimates, contacts, or companies. Lead Forms create deals automatically from inbound requests.
Save time by setting up custom automations that keep deals moving through your pipeline.
Create a deal manually or from a Lead Form.
Book a Sales Event for the estimate or follow-up.
Link the estimate and move the deal through your pipeline.
When the job is ready, schedule it on the Production Calendar.
Use tasks, checklists, notes, and tags to support the work before, during, and after production.
See how deals, scheduling, tasks, and automations work together in one workflow.
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