> 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/deals/introduction-to-deals.md). # Introduction to Deals A deal in PaintScout is the main record for a job in your pipeline. It can track an opportunity in sales or an active job in production. Each deal can connect your estimate, invoice, contact, [tasks](/support/operations/tasks/introduction-to-tasks.md), and other job details in one place. {% hint style="danger" %} **Important:** this feature requires the paid **Operations add-on.** {% endhint %} ## What Is a Deal? A Deal is the central record for a job in PaintScout. It supports both your sales workflow and your production workflow. A deal can include: * One estimate * One invoice * Linked contact and company * Associated tasks and tags Sales pipeline deals help you track leads, appointments, and follow-ups. Production pipeline deals help you track active work, scheduling, and crew-ready details. Think of a deal as your way to track a job from the first conversation through scheduling and execution.
*** ## Welcome to Your Deals Board The **Deals board** shows all your jobs by stage. You can work from a sales pipeline or a production pipeline.
Screenshot showing the Deals board with deal cards organized by pipeline stages
### Board View * [**Deal Stages**](/support/operations/deals/deal-stages.md): Each column represents a stage in the selected pipeline. * **Moving Deals:** Drag a deal card into a new stage. The **Time in Stage** label updates automatically.
Screenshot showing drag and drop of a deal card between pipeline stages with Time in Stage label
* **Organizing Columns:** Minimize or expand columns to keep the board easier to scan.
Screenshot showing minimized and expanded columns on the Deals board
* **Filtering & Exporting:** Use filters to narrow down by owner, status, or tags. Export deals if you need a file.
* **Search**: You can search for deals by deal name, contact, phone number, job address, estimate number, or value.
### List View If you prefer a table-style layout, switch to List View. * **Entries Breakdown:** Each row shows one deal with key details like value, contact, and stage.
Screenshot showing the Deals list view with rows of deal details including value, contact, and stage
* **Headers & Categories:** Click column headers to sort or choose which columns appear.
Screenshot showing sortable column headers in the Deals list view
* **Editing Options:** Use the `...` menu to edit, delete, or archive a deal.
Screenshot showing the More menu on a deal in list view with edit, delete, and archive options
* **Multi-Select:** Select multiple deals at once to archive or delete them in bulk.
Screenshot showing multiple deals selected for bulk actions in list view
*** ## Deal Page Click a deal to open its **Deal Page**. This is where you manage the job and review everything connected to it. Sales and production deals share the same core layout, with a few pipeline-specific sections.
* **Pipeline & Stage**: See the deal’s current stage in the pipeline. * **Owner Dropdown:** Assign or change the deal owner. * **Detail Cards:** View the deal details and related contact information. * **Project Cards:** Keep track of the estimate, invoice, tasks, payments, and tags in one place. {% hint style="info" %} The **deal value** uses the linked invoice total when an invoice exists. If there is no linked invoice, it uses the linked estimate total instead. {% endhint %} ### Sales Deals Deals in the Sales pipeline include an **Events** section for estimates, appointments, and follow-ups.
### Production Deals Deals in the Production pipeline include: * A **Work Order** section. This links to the work order from the invoice. It also shows hours and any additional work.
* A Job Costing card. Enter expenses and monitor profit margins directly on the deal. [Learn more about Job Costing here](/support/operations/deals/job-costing.md).
* A **Schedule** card. View and edit the deal’s job details.
The Deal Page is your **main hub** for managing every part of the job. *** ## Related articles * [Create a Deal](/support/operations/deals/how-to-create-a-deal.md) — Create a deal, assign an owner, and link a contact * [Deal Stages](/support/operations/deals/deal-stages.md) — Customize the stages in your sales and production pipelines * [Link Estimates to Deals](/support/operations/deals/linking-estimates-to-deals.md) — Connect estimates to deals so pipeline records stay current --- # 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/deals/introduction-to-deals.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.