> 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-operations-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="<https://www.youtube.com/embed/oed-moPToWQ?rel=0>" %}

***

## 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. Pin important notes to the top of a deal, contact, or company feed when they need to stay visible.

[Learn more about notes and files ›](/support/operations/crm/notes-in-paintscout.md)

***

### Tags <a href="#h_4fc68ac250" id="h_4fc68ac250"></a>

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. Pin the most important notes on the records your team checks most.

***

{% hint style="success" %}

### Try Operations free for 30 days

See how deals, scheduling, tasks, and automations work together in one workflow.

<a href="https://app.paintscout.com/deals/board/?pipeline=production-pipeline" class="button secondary">Start 30-day trial</a>
{% endhint %}

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Operations FAQ</strong></td><td>Answers to common Operations questions about deals, jobs, estimates, notes, tags, deal stages, and calendar management in PaintScout.</td><td><a href="/pages/2kyvXw4xwSNeeRfJSBuR">/pages/2kyvXw4xwSNeeRfJSBuR</a></td></tr><tr><td><strong>Automations</strong></td><td>Set up workflow automations to automatically move deals through pipeline stages based on estimate or invoice status changes.</td><td><a href="/pages/JEzhGzkMWBrNObbc0R94">/pages/JEzhGzkMWBrNObbc0R94</a></td></tr><tr><td><strong>Tags</strong></td><td>Use tags to label and organize contacts, companies, deals, estimates, and invoices for easy filtering and grouping.</td><td><a href="/pages/2lA5G7zUCMJG9dqCX18p">/pages/2lA5G7zUCMJG9dqCX18p</a></td></tr><tr><td><strong>Notes</strong></td><td>Add, pin, edit, and manage internal notes on contacts, companies, and deals in PaintScout with version history tracking.</td><td><a href="/pages/GtGrkA66Nsl4pZBP0JkT">/pages/GtGrkA66Nsl4pZBP0JkT</a></td></tr></tbody></table>


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