Introduction to Scheduling

Learn about scheduling jobs in PaintScout using the Schedule view and calendars to manage your crews and visualize your projects.

Important: this feature requires the paid Operations add-on.

What is a job?

A Job in PaintScout is a project assigned to a crew. Keep track of your team's scheduling and availability by scheduling jobs, assigning project leads and crews, and viewing them on your calendar or map.

Each Job contains details like:

• ​Deal and contact information
• ​Date(s) of the job
• ​Job progress
• ​Total amount of the job ($)
• ​Estimated hours to complete the job
• ​Assigned project lead and crew

Jobs are your way to easily schedule, visualize, and adjust your team's timelines on projects.

Animated overview of a job in PaintScout showing deal, dates, crew, and progress

To assign jobs, you must first create your Crews. You can set up your project leads and crews in Create a Crew.

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Production Calendar

Visualize and manage your team's jobs on the Production Calendar.

• ​Schedule View: gives a detailed overview of all unscheduled and scheduled jobs, organized by project lead and crew. View current and upcoming projects, job progress, and total amounts scheduled by project lead.

  • ​Jobs on the timeline can be rearranged and reassigned to a different project lead or crew, and expanded or collapsed to adjust the length of project.
  • The timeline includes a weather snapshot showing the daily high temperature for the city listed in your Account Settings.

Production Calendar Schedule View showing jobs organized by project lead and crew on a timeline

• ​Day, Week & Month View: Switch between views to get a full scope of all past, current and upcoming scheduled jobs, organized by project lead.

Production Calendar Day, Week, and Month view options for scheduled jobs

• ​Filter by Users: Narrow down jobs by selected project leads.

Filtering the Production Calendar by selected project leads

• Weekends: On Week and Month views, you can choose to display weekends.

Toggling weekend display on the Production Calendar Week and Month views

• Total week/month: Total amounts that week or month, broken down by user.

  • Only visible to Team users and Sales users with permissions to view other users' info.

Production Calendar showing total scheduled amounts for the week broken down by user

• ​Interactive Events: Click on a job to view all relevant details.

Clicking a job on the Production Calendar to view its details

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Map view

The Map helps you visualize where jobs are happening on a particular day.

• ​Views: Choose between Map or Satellite view.
• ​Pins: Each project lead's jobs are shown as pins on the map.
• ​Interactivity: Hover over pins to see tooltips, or click a pin to open Job Details.
• ​Navigation: Switch between days and return to Today with one click.
• ​Filter by Users: Show only the project leads you want to see.

Map view showing job locations as pins for each project lead

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