> 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, tags, and notes 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.
### 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.
* **Organizing Columns:** Minimize or expand columns to keep the board easier to scan.
* **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 a deal with key details like value, contact, stage, and work hours.
* **Headers & Categories:** Click column headers to sort, or select to choose which columns appear.
* **Editing Options:** Use the `...` menu to edit, delete, or archive a deal.
* **Multi-Select:** Select multiple deals at once to archive or delete them in bulk.
*** ## 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. * **Notes & Activity:** Review internal notes and activity in one feed. Pin important notes to keep them at the top of the deal. {% 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 DealCreate and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners./pages/7jP7s8KhGHrNn90uaYt1
Deal StagesCustomize your pipeline stages to match your workflow from lead request through job completion./pages/kqcttVnZT4jrbrY3XSXX
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