Account & Setup
Common questions about account configuration, branding, contacts, and settings in PaintScout.
Common questions about configuring your PaintScout account, including branding, contacts, email templates, and international settings.
How do I upload my company logo?
Skip to the 0:31 timestamp in the video below.
1. Click the person icon in the top right of your page and go to your Account Settings > Account Details > Branding section.
2. Upload a file of your logo, adjust your branding color, and change your logo orientation.
Auto: PaintScout will choose the best orientation depending on the size of the logo.
Default: The logo will appear to the left of the company contact information
Stack: The logo will appear above the company contact information.
How to Create a New Company
Navigate to the Companies section and click +New Company
Fill in the required fields.
The company page will show all related Estimates, Invoices, Activity, and Chat communication from the associated contacts.
How to add an associated contact:
Click the +Add button in the Contacts section on a company. All related estimates/invoices from that contact will populate.
Why aren't the linked records and activity showing up?
This is likely because the estimate and invoice are using an outdated version of a contact, so it's unable to link to the company. To fix this, navigate to the estimate/invoice and edit the contact and click to Update to the latest version.
How do I import my contact list?
PaintScout does not currently support self-service contact imports. Send a CSV file with your contact details to the support team and they will import it for you.
Here's how to format your contact list:
You can email your contact list to support@paintscout.com
How can I temporarily disable a Rate, Area, or Line Item?
The Active toggle in Account Settings lets you temporarily hide an item from estimators without deleting it. This is useful for seasonal items, old items kept for reference, or temporarily unavailable services.
Deactivated items are indicated with a red dot in the upper right hand corner.
How to resolve a required field error
When you try to save changes to your account settings, you may come across an error about a required field. This happens because all settings are saved together.
If you get this error, you'll need to go to the relevant section, fill in the required field and then save. Required fields are identified with a red star.
Required fields and where to find them:
Tax Rate — Estimates > Settings
Discount Rate — Estimates > Settings
Client Visible Expiry — Estimates > Settings
Invoice Due Date — Invoices > Settings
Company Name — Account Details > Company Information
How to pre-populate customer details in an email template or follow-up
When writing an email template or follow-up, you'll likely want the message to feel personalized for the client. You can easily add a personal touch to your communications using the tag icon.
1. Find the tag icon in the text toolbar when creating email templates and follow-ups.
2. Click on the tag icon to choose the customer information you want to include. You can select from the following:
Company name
Client first and last name
Client/job address, city, state, zip code
Job identifier
Estimate date, number or type
Estimator name, email, and phone number
3. Once the tag is embedded in the email, the system will pull the relevant information from the estimate to complete your message.
Is PaintScout available internationally?
Yes. PaintScout supports both imperial and metric measurement systems, international phone number formatting, and multiple currencies including dollars ($), pounds (£), and euros (€).
Reach out to our support team to enable international mode on your account.
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