{"version":1,"pages":[{"id":"fjci1lV3WKiURlDF4TnH","title":"Home","pathname":"/","siteSpaceId":"sitesp_y3HtW","description":"Welcome to the PaintScout Knowledge Base","breadcrumbs":[{"label":"Home","icon":"house"}]},{"id":"oEIekCz60qJLhwZHv23j","title":"Getting Started Overview","pathname":"/support","siteSpaceId":"sitesp_ZBYgF","description":"Learn the core setup steps, access basics, and first actions for getting started in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Getting Started"}]},{"id":"sRm3XODlLeEhnCZTKKN5","title":"What is PaintScout?","pathname":"/support/getting-started/what-is-paintscout","siteSpaceId":"sitesp_ZBYgF","icon":"circle-info","description":"Overview of PaintScout's painting contractor estimation platform, key features, and business benefits","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Getting Started"}]},{"id":"vjAlRAREHbdE5fP3Rn2p","title":"Browser & Device Requirements","pathname":"/support/getting-started/paintscout-browser-device-requirements","siteSpaceId":"sitesp_ZBYgF","description":"Browser and device compatibility requirements for using PaintScout on desktop and mobile","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Getting Started"}]},{"id":"oUwIIi0CimpesaygSnDs","title":"Implementation Guide","pathname":"/support/getting-started/implementation-guide","siteSpaceId":"sitesp_ZBYgF","description":"Set up your PaintScout account with core settings, estimate defaults, communication tools, and integrations.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Getting Started"}]},{"id":"AHmC7oDuk1fsj9r8NO4e","title":"Common Tasks","pathname":"/support/getting-started/common-tasks","siteSpaceId":"sitesp_ZBYgF","description":"Jump to the first setup, estimating, and customer-facing actions most teams handle in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Getting Started"}]},{"id":"f8cshOcBOPZuE7wmKb5e","title":"How to Log In","pathname":"/support/getting-started/how-to-log-in","siteSpaceId":"sitesp_ZBYgF","description":"Step-by-step guide to logging into your PaintScout account through the web browser","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Getting Started"}]},{"id":"qMvDKj5CduoOSILvfqdN","title":"Create a Home Screen Icon","pathname":"/support/getting-started/how-to-create-a-home-screen-icon-on-your-mobile-device","siteSpaceId":"sitesp_ZBYgF","description":"How to add PaintScout as a home screen shortcut on iOS and Android devices for quick access","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Getting Started"}]},{"id":"5CbtyFoE5slpffpACdTR","title":"Using PaintScout Offline","pathname":"/support/getting-started/how-do-i-use-paintscout-offline","siteSpaceId":"sitesp_ZBYgF","description":"How to create estimates in PaintScout without internet connection using offline mode","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Getting Started"}]},{"id":"Rg1v2rnxNNUouomN7DyA","title":"Customization Overview","pathname":"/support/customization/customization-overview","siteSpaceId":"sitesp_ZBYgF","description":"Configure pricing, products, templates, presentations, and defaults so PaintScout matches your business.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"}]},{"id":"AIozS0BBdJ0ASeRs5Tyj","title":"Pricing & Rates","pathname":"/support/customization/pricing-and-rates","siteSpaceId":"sitesp_ZBYgF","icon":"dollar-sign","description":"Configure your hourly rate, production rates, and coverage rates for accurate estimate pricing.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"}]},{"id":"xAVK5QVYHz4GbbRyco05","title":"Understanding Production Rates","pathname":"/support/customization/pricing-and-rates/introduction-to-production-rate-estimation","siteSpaceId":"sitesp_ZBYgF","description":"Understand how PaintScout uses production rates (sqft/hr, lnft/hr) to calculate project hours and pricing, with a step-by-step example showing the full estimation process.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Pricing & Rates","icon":"dollar-sign"}]},{"id":"oeC07w97dtHHfBmvV7ul","title":"How Production Rates are Calculated","pathname":"/support/customization/pricing-and-rates/how-production-rates-are-calculated","siteSpaceId":"sitesp_ZBYgF","description":"Understand how production rate calculations work using variables like sqft/hour, hours/item, and dollars/sqft for accurate estimate pricing.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Pricing & Rates","icon":"dollar-sign"}]},{"id":"n8G2CcKvY6B1U4gf1iAW","title":"Calculate Your Hourly Rate","pathname":"/support/customization/pricing-and-rates/how-to-calculate-your-hourly-rate","siteSpaceId":"sitesp_ZBYgF","description":"Calculate your all-in hourly rate for painting estimates by combining labor wages, materials, overhead costs, and profit margin with step-by-step examples.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Pricing & Rates","icon":"dollar-sign"}]},{"id":"EwsxvFsEEmqV0VCtoGEL","title":"Update Your Hourly Rate","pathname":"/support/customization/pricing-and-rates/how-to-update-your-hourly-rate","siteSpaceId":"sitesp_ZBYgF","description":"Set your company hourly rate that covers labor, overhead, materials, and profit margin for calculating estimate pricing.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Pricing & Rates","icon":"dollar-sign"}]},{"id":"N4ewxMCru8WAF1VP7Qqo","title":"Production Rates Overview","pathname":"/support/customization/pricing-and-rates/production-rates-section-overview","siteSpaceId":"sitesp_ZBYgF","description":"Comprehensive guide to creating and organizing production rates, rate categories, variables, coats, products, descriptions, and advanced options.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Pricing & Rates","icon":"dollar-sign"}]},{"id":"C53DhjFHmXCX58RRC8af","title":"Production Rate Descriptions","pathname":"/support/customization/pricing-and-rates/production-rate-descriptions","siteSpaceId":"sitesp_ZBYgF","description":"Add default descriptions for area view, substrate view, and crew notes to production rates that display on estimates and work orders.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Pricing & Rates","icon":"dollar-sign"}]},{"id":"jGoS6JPdvYeoDsIRNNon","title":"Advanced Production Rate Options","pathname":"/support/customization/pricing-and-rates/advanced-production-rate-options","siteSpaceId":"sitesp_ZBYgF","description":"Customize production rates with advanced options like hide from customer, show coats, show price, and custom hourly rates per substrate.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Pricing & Rates","icon":"dollar-sign"}]},{"id":"w4A0pIKma4ocQsxnxCsy","title":"Deleting Production Rates","pathname":"/support/customization/pricing-and-rates/deleting-production-rates","siteSpaceId":"sitesp_ZBYgF","description":"Remove production rate categories and individual rates from your account settings using the three-dot menu option.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Pricing & Rates","icon":"dollar-sign"}]},{"id":"abLmsD1PkUML6wXMg9Q9","title":"Exporting Production Rates","pathname":"/support/customization/pricing-and-rates/exporting-production-rates","siteSpaceId":"sitesp_ZBYgF","description":"Export your production rates to a CSV file for backup, analysis in Excel, or sharing with team members.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Pricing & Rates","icon":"dollar-sign"}]},{"id":"vsgL3oGX1489jLmD3AVu","title":"Coverage Rates","pathname":"/support/customization/pricing-and-rates/coverage-rates","siteSpaceId":"sitesp_ZBYgF","description":"Configure product coverage rates in sqft/gallon, lnft/gallon, or gallons/item to automatically calculate paint quantities for estimates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Pricing & Rates","icon":"dollar-sign"}]},{"id":"Vaw4RAvf90gsYDc5CcdS","title":"Products","pathname":"/support/customization/products","siteSpaceId":"sitesp_ZBYgF","icon":"paint-roller","description":"Add and manage paint products, assign them to rates, and configure coverage calculations.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"}]},{"id":"GEAHL9fAMtp8RugpZoPI","title":"Adding Products","pathname":"/support/customization/products/adding-products","siteSpaceId":"sitesp_ZBYgF","description":"Add paint products to your library with labels, coverage rates for sqft/lnft/items, pricing per gallon, and custom unit types.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Products","icon":"paint-roller"}]},{"id":"HEtH89MYKcgEr7Pnz82a","title":"Assign a Product to a Rate","pathname":"/support/customization/products/how-to-assign-a-product-to-a-rate","siteSpaceId":"sitesp_ZBYgF","description":"Link default products to production rates so material calculations happen automatically when adding surfaces to estimates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Products","icon":"paint-roller"}]},{"id":"bvjMSzNQKOkPu234Lu6Q","title":"Product Rounding","pathname":"/support/customization/products/product-rounding","siteSpaceId":"sitesp_ZBYgF","description":"Understand how PaintScout rounds product quantities on estimates and work orders, and configure rounding to match your purchasing needs.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Products","icon":"paint-roller"}]},{"id":"T0mJNFINucbHjoI5ZaSX","title":"Sherwin-Williams Color Catalogue","pathname":"/support/customization/products/sherwin-williams-color-catalogue","siteSpaceId":"sitesp_ZBYgF","description":"Browse and select Sherwin-Williams paint colors from the integrated color catalogue when using their products on estimates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Products","icon":"paint-roller"}]},{"id":"ghe9505acv8ROolbtIbZ","title":"Sherwin-Williams Product Browser","pathname":"/support/customization/products/sherwin-williams-product-browser","siteSpaceId":"sitesp_ZBYgF","description":"Browse and add Sherwin-Williams paint products directly to your library with images, descriptions, and coverage rates for estimates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Products","icon":"paint-roller"}]},{"id":"mLL5pkS4ya6hIvRpSGxA","title":"Templates & Presets","pathname":"/support/customization/templates-and-presets","siteSpaceId":"sitesp_ZBYgF","icon":"clone","description":"Save time with estimate templates, smart templates, and preset configurations.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"}]},{"id":"ICTz3disVj6t2psrO7kj","title":"Estimate Types","pathname":"/support/customization/templates-and-presets/what-are-estimate-types","siteSpaceId":"sitesp_ZBYgF","description":"Create estimate types like Interior, Exterior, and Cabinets to organize rates, terms, presentations, and filter reporting data.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Templates & Presets","icon":"clone"}]},{"id":"yZtdQSXohxQTGUJcdyHm","title":"Estimate Templates","pathname":"/support/customization/templates-and-presets/estimate-templates","siteSpaceId":"sitesp_ZBYgF","description":"Create reusable estimate templates with pre-filled areas, rates, and line items to speed up creating similar estimates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Templates & Presets","icon":"clone"}]},{"id":"e96SZ8amwfxdu2m9Q0zZ","title":"Smart Templates","pathname":"/support/customization/templates-and-presets/smart-templates","siteSpaceId":"sitesp_ZBYgF","description":"Learn how Smart Templates automatically incorporate your latest production rates, products, and terms into new estimate templates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Templates & Presets","icon":"clone"}]},{"id":"jEcwAxnlL9gTTDsAiVsX","title":"Estimate Settings","pathname":"/support/customization/templates-and-presets/estimate-settings","siteSpaceId":"sitesp_ZBYgF","description":"Configure estimate defaults including hourly rate, tax rates, discounts, rounding options, customer accepted options, and expiry settings.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Templates & Presets","icon":"clone"}]},{"id":"g5DOFsnpOIf6HZuxdsjr","title":"Update Your Tax Rate","pathname":"/support/customization/templates-and-presets/estimate-settings/how-to-update-your-tax-rate","siteSpaceId":"sitesp_ZBYgF","description":"Configure tax rates in estimate settings with options to automatically include rates on new estimates or add multiple tax rates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Templates & Presets","icon":"clone"},{"label":"Estimate Settings"}]},{"id":"pH2jZpLH6NRIvxrEGksm","title":"Estimate Disclaimers","pathname":"/support/customization/templates-and-presets/estimate-disclaimers","siteSpaceId":"sitesp_ZBYgF","description":"Customize acceptance and decline disclaimers that appear below the signature box when customers respond to estimates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Templates & Presets","icon":"clone"}]},{"id":"SossHyh4N6dIP8ZO3j42","title":"Invoice Settings","pathname":"/support/customization/templates-and-presets/invoice-settings","siteSpaceId":"sitesp_ZBYgF","description":"Configure invoice due dates and enable automatic invoice generation when estimates are accepted in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Templates & Presets","icon":"clone"}]},{"id":"YKSaBTedblhNX0KXkL8B","title":"Area Names","pathname":"/support/customization/templates-and-presets/area-names","siteSpaceId":"sitesp_ZBYgF","description":"Create and organize reusable area labels like rooms and locations for faster estimate creation with drag-and-drop organization.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Templates & Presets","icon":"clone"}]},{"id":"aMNRfr8caZOufiBE9GuX","title":"Line Items Overview","pathname":"/support/customization/templates-and-presets/line-items-overview","siteSpaceId":"sitesp_ZBYgF","description":"Create and manage line items for fixed-price services with hourly rate, quantity, or custom pricing options plus client and crew notes.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Templates & Presets","icon":"clone"}]},{"id":"5nQ2tGaK0vSwCM9dUeqU","title":"Presentations & Terms","pathname":"/support/customization/presentations-and-terms","siteSpaceId":"sitesp_ZBYgF","icon":"presentation-screen","description":"Customize how your estimates look to customers with presentations and terms.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"}]},{"id":"FDttJ49IAsDo9ZE2PkJT","title":"Presentations Overview","pathname":"/support/customization/presentations-and-terms/presentations-overview","siteSpaceId":"sitesp_ZBYgF","description":"Build professional multi-page proposal presentations with company info, services, testimonials, and custom sections for estimates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Presentations & Terms","icon":"presentation-screen"}]},{"id":"ByY6NyWcodRbhXZZcWBE","title":"Presentation Sections","pathname":"/support/customization/presentations-and-terms/presentation-sections","siteSpaceId":"sitesp_ZBYgF","description":"Explore all presentation section types including cover pages, columns, galleries, testimonials, documents, and custom HTML for professional proposals.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Presentations & Terms","icon":"presentation-screen"}]},{"id":"czmJxn5fbpScOJmDUqhQ","title":"Setting a Default Presentation","pathname":"/support/customization/presentations-and-terms/setting-a-default-presentation","siteSpaceId":"sitesp_ZBYgF","description":"Set a default presentation (proposal template) for each estimate type so the correct layout is automatically applied to every new estimate.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Presentations & Terms","icon":"presentation-screen"}]},{"id":"5DEkZqmapgvAu79q2IAh","title":"Updating Estimate Terms","pathname":"/support/customization/presentations-and-terms/updating-estimate-terms","siteSpaceId":"sitesp_ZBYgF","description":"Add, edit, and manage contract terms in your account settings, plus learn how to change or update terms on individual estimates before they are accepted.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Presentations & Terms","icon":"presentation-screen"}]},{"id":"7xcx6pMkbODZeYMNHfoc","title":"Setting Default Terms","pathname":"/support/customization/presentations-and-terms/setting-default-terms","siteSpaceId":"sitesp_ZBYgF","description":"Set default contract terms for each estimate type so the correct terms are automatically applied every time you create a new estimate.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Customization"},{"label":"Presentations & Terms","icon":"presentation-screen"}]},{"id":"49nUP8vx263r1rudoTaH","title":"Estimating Overview","pathname":"/support/estimating/estimating-with-paintscout","siteSpaceId":"sitesp_ZBYgF","icon":"folder-open","description":"Create, send, and manage professional estimates in PaintScout using production rates, line items, and customer-ready proposals.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"}]},{"id":"kQBv0q2g0IFU7JQob5l5","title":"Creating Estimates","pathname":"/support/estimating/creating-estimates","siteSpaceId":"sitesp_ZBYgF","icon":"file-invoice","description":"Learn how to create new estimates in PaintScout, navigate the estimate page, and use core estimating features.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"}]},{"id":"gIa3ZmtavkWKUiCmTAFw","title":"Create a New Estimate","pathname":"/support/estimating/creating-estimates/how-to-create-a-new-estimate","siteSpaceId":"sitesp_ZBYgF","description":"Start new estimates from the dashboard using templates or blank quotes and add areas and line items to build your proposal.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Creating Estimates","icon":"file-invoice"}]},{"id":"SZc03R9HPaOq4rzBzgt0","title":"The Estimate Page","pathname":"/support/estimating/creating-estimates/introduction-to-the-estimate-page","siteSpaceId":"sitesp_ZBYgF","description":"Tour the estimate page interface including title, status, tabs, company details, contact info, estimate ID, date, and sidebar menu.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Creating Estimates","icon":"file-invoice"}]},{"id":"oA01jFd17VI7neQJkSxV","title":"Sidebar Overview","pathname":"/support/estimating/creating-estimates/sidebar-overview","siteSpaceId":"sitesp_ZBYgF","description":"Navigate the estimate sidebar menu including activity, chat, follow-ups, calculations, presentation, terms, and payment settings.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Creating Estimates","icon":"file-invoice"}]},{"id":"ZzxZvA4dCmDgmkJODPaQ","title":"What is a Sales Rate?","pathname":"/support/estimating/creating-estimates/what-is-a-sales-rate","siteSpaceId":"sitesp_ZBYgF","description":"Understand sales rate as total project price divided by total hours to determine project profitability and discount flexibility.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Creating Estimates","icon":"file-invoice"}]},{"id":"myVJYPwHDqnsKYAQZ9T5","title":"Estimate Actions","pathname":"/support/estimating/creating-estimates/estimate-actions","siteSpaceId":"sitesp_ZBYgF","description":"Explore all estimate actions including preview, share with staff, create invoice, save as template, copy links, download, and archive.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Creating Estimates","icon":"file-invoice"}]},{"id":"wIUycRQ9NsLorygGsy9Z","title":"Saving & Syncing","pathname":"/support/estimating/creating-estimates/saving-syncing-estimates","siteSpaceId":"sitesp_ZBYgF","description":"Learn how to save and sync estimates to the cloud in PaintScout to prevent data loss and keep your work updated.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Creating Estimates","icon":"file-invoice"}]},{"id":"jGii7zEzQw7Wtb6rTKbv","title":"Areas & Rates","pathname":"/support/estimating/areas-and-rates","siteSpaceId":"sitesp_ZBYgF","icon":"layer-group","description":"Add areas and production rates to your estimates, adjust dimensions, coats, and prep hours for accurate pricing.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"}]},{"id":"zsGsyOjiv6Mox3VNYkAM","title":"Adding Areas","pathname":"/support/estimating/areas-and-rates/adding-areas-to-an-estimate","siteSpaceId":"sitesp_ZBYgF","description":"Add and customize areas (rooms or spaces) to estimates with dimensions, area types, surfaces, and automatic price calculations.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Areas & Rates","icon":"layer-group"}]},{"id":"q9FJbBXMnmlWjp84cUgy","title":"Adding Rates","pathname":"/support/estimating/areas-and-rates/adding-rates-to-an-estimate","siteSpaceId":"sitesp_ZBYgF","description":"Add and edit production rates to estimate surfaces including custom rates, dimensions, products, and advanced pricing options.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Areas & Rates","icon":"layer-group"}]},{"id":"Hnv1ATdYbTMgk23LVred","title":"Adjust Surface Dimensions","pathname":"/support/estimating/areas-and-rates/how-to-adjust-surface-dimensions","siteSpaceId":"sitesp_ZBYgF","description":"Override area dimensions on individual surfaces by editing length, width, height or switching to direct sqft/lnft input.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Areas & Rates","icon":"layer-group"}]},{"id":"09trKoQeidfabEPLUmUW","title":"Adjust Number of Coats","pathname":"/support/estimating/areas-and-rates/how-to-adjust-the-number-of-coats-for-a-substrate","siteSpaceId":"sitesp_ZBYgF","description":"Adjust the number of paint coats for individual surfaces using the coats dropdown after configuring rates in account settings.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Areas & Rates","icon":"layer-group"}]},{"id":"DI8iuXJQaD0z2VJDEtFB","title":"Adjust Painting & Prep Hours","pathname":"/support/estimating/areas-and-rates/how-to-adjust-painting-and-prep-hours","siteSpaceId":"sitesp_ZBYgF","description":"Manually adjust painting hours and prep time on individual substrates when automatic calculations need fine-tuning.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Areas & Rates","icon":"layer-group"}]},{"id":"weJP9nfq3zVgJ4XDrysi","title":"Prep Hours","pathname":"/support/estimating/areas-and-rates/prep-hours","siteSpaceId":"sitesp_ZBYgF","description":"Manually add prep hours to substrates in estimates with automatic cost calculation based on your internal hourly rate.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Areas & Rates","icon":"layer-group"}]},{"id":"mr0DL2RD9Ua9yed4KVMZ","title":"Line Items & Options","pathname":"/support/estimating/line-items-and-options","siteSpaceId":"sitesp_ZBYgF","icon":"list-ol","description":"Add line items for fixed-price work, create options for customers, and manage change orders.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"}]},{"id":"kI5W7lXETI5jUxTs7vWI","title":"Add & Edit Line Items","pathname":"/support/estimating/line-items-and-options/how-to-add-and-edit-a-line-item","siteSpaceId":"sitesp_ZBYgF","description":"Add and customize line items on estimates including pricing options, materials, hours, photos, and notes for detailed project scopes.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Line Items & Options","icon":"list-ol"}]},{"id":"DwC9nJ2OULoca2gk825N","title":"Working With Options","pathname":"/support/estimating/line-items-and-options/working-with-options","siteSpaceId":"sitesp_ZBYgF","description":"Create optional add-on items or services on estimates that customers can choose to include before accepting their quote.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Line Items & Options","icon":"list-ol"}]},{"id":"tVkemy86LUOvzLQ0P5jy","title":"Customer Accepted Options","pathname":"/support/estimating/line-items-and-options/customer-accepted-options","siteSpaceId":"sitesp_ZBYgF","description":"Enable customers to add optional items directly to their estimate before accepting through the customer-facing interface.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Line Items & Options","icon":"list-ol"}]},{"id":"KBGI47LwbA9Cze2M7f00","title":"Additional Work/Change Orders","pathname":"/support/estimating/line-items-and-options/additional-work-change-orders","siteSpaceId":"sitesp_ZBYgF","description":"Add change orders and additional work to accepted estimates or invoices with customer approval and signature workflows.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Line Items & Options","icon":"list-ol"}]},{"id":"bGCJNEa3uwA9mqClsAym","title":"Organizing Estimates","pathname":"/support/estimating/organizing-estimates","siteSpaceId":"sitesp_ZBYgF","icon":"folder-tree","description":"Organize your estimates using grouping, hidden items, copy features, and media attachments.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"}]},{"id":"oyjaYr2kHgA6N9TcRnfm","title":"Grouping Items","pathname":"/support/estimating/organizing-estimates/grouping-items","siteSpaceId":"sitesp_ZBYgF","description":"Group surfaces, areas, or line items together to organize estimates by floor, house side, surface type, or custom categories.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Organizing Estimates","icon":"folder-tree"}]},{"id":"L9beUWd1GmFTH5wKLKuv","title":"Hidden Items","pathname":"/support/estimating/organizing-estimates/hidden-items","siteSpaceId":"sitesp_ZBYgF","description":"Hide surfaces from customer estimates while keeping hours and pricing in totals and showing items on work orders.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Organizing Estimates","icon":"folder-tree"}]},{"id":"BCzRrhRle5pYjFBlGKD9","title":"Using the Copy Feature","pathname":"/support/estimating/organizing-estimates/how-to-use-the-copy-feature","siteSpaceId":"sitesp_ZBYgF","description":"Speed up estimating by duplicating areas or line items using the copy feature to avoid rebuilding each from scratch.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Organizing Estimates","icon":"folder-tree"}]},{"id":"Kn2Mx6wSaWZuFKvk3Tvh","title":"Adding Media","pathname":"/support/estimating/organizing-estimates/adding-media","siteSpaceId":"sitesp_ZBYgF","description":"Add photos, PDFs, and videos to estimates and work orders, review thumbnail previews, and manage file details inline.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Organizing Estimates","icon":"folder-tree"}]},{"id":"BBHL1ovNSl2zJkXiGSKH","title":"Viewing & Editing Media","pathname":"/support/estimating/organizing-estimates/viewing-and-editing-media","siteSpaceId":"sitesp_ZBYgF","description":"Preview photos, PDFs, and videos, edit images inline, and view multi-page PDFs.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Organizing Estimates","icon":"folder-tree"}]},{"id":"HThSYgrrgHlRIariXLk5","title":"Notes & Communication","pathname":"/support/estimating/notes-and-communication","siteSpaceId":"sitesp_ZBYgF","icon":"comments","description":"Add notes to estimates for internal use, customer communication, and crew instructions.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"}]},{"id":"UuSmUbdVUiOgqqggdAfF","title":"Notes Overview","pathname":"/support/estimating/notes-and-communication/notes-in-paintscout","siteSpaceId":"sitesp_ZBYgF","description":"Learn about all types of notes in PaintScout including client notes, crew notes, estimator notes, contact notes, and status change notes.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Notes & Communication","icon":"comments"}]},{"id":"9mV7RTniGHb03eWuMmEu","title":"Estimator Notes","pathname":"/support/estimating/notes-and-communication/estimator-notes","siteSpaceId":"sitesp_ZBYgF","description":"Use estimator notes as a personal scratchpad for internal job details that remain hidden from customers and work orders.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Notes & Communication","icon":"comments"}]},{"id":"eVCgGDX3qdNEQyPHGKou","title":"Crew Notes","pathname":"/support/estimating/notes-and-communication/adding-crew-notes","siteSpaceId":"sitesp_ZBYgF","description":"Add crew notes to areas, surfaces, line items, or work orders to communicate important information hidden from customers.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Notes & Communication","icon":"comments"}]},{"id":"P2h6F98jhx8vcvdDZlNc","title":"Sending & Acceptance","pathname":"/support/estimating/sending-and-acceptance","siteSpaceId":"sitesp_ZBYgF","icon":"paper-plane","description":"Send estimates to customers, understand how they view and accept proposals, and collect signatures.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"}]},{"id":"Khb7imwdWBlEcDMcV2Ob","title":"Sending Estimates","pathname":"/support/estimating/sending-and-acceptance/sending-estimates","siteSpaceId":"sitesp_ZBYgF","description":"Send estimates to customers via email or text with customizable subject lines, body content, and follow-up settings.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Sending & Acceptance","icon":"paper-plane"}]},{"id":"ZGvRyHv1z0HQi5qpM3ws","title":"How Customers View & Accept","pathname":"/support/estimating/sending-and-acceptance/how-customers-view-accept-estimates","siteSpaceId":"sitesp_ZBYgF","description":"See exactly what your customers experience when they receive, view, and electronically accept an estimate through the email link or on-site preview.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Sending & Acceptance","icon":"paper-plane"}]},{"id":"kFrkhWJY7Y4emt0Rp3SV","title":"Accepting On Site","pathname":"/support/estimating/sending-and-acceptance/accepting-estimates-on-site","siteSpaceId":"sitesp_ZBYgF","description":"Present estimates to customers on-site and capture electronic signatures immediately to speed up the sales process.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Sending & Acceptance","icon":"paper-plane"}]},{"id":"oYKVOKX3nn9A352Tqycr","title":"How Signatures Work","pathname":"/support/estimating/sending-and-acceptance/how-signatures-work","siteSpaceId":"sitesp_ZBYgF","description":"How digital signatures work in PaintScout including setting up your signature, how customers e-sign to accept estimates, and managing signatures on accepted documents.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Sending & Acceptance","icon":"paper-plane"}]},{"id":"xy91b2dutpCcdfu7svey","title":"Share With Your Team","pathname":"/support/estimating/sending-and-acceptance/how-to-share-estimates-and-work-orders-with-your-team","siteSpaceId":"sitesp_ZBYgF","description":"Share estimates and work orders with your team via email, live links, or downloadable PDFs for seamless collaboration.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Sending & Acceptance","icon":"paper-plane"}]},{"id":"JN3UXpbQrKBO93accZ0M","title":"Managing estimates & work orders","pathname":"/support/estimating/managing-estimates-and-work-orders","siteSpaceId":"sitesp_ZBYgF","icon":"clipboard-list","description":"Manage sent estimates, version history, search, exports, and crew-facing work orders in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"}]},{"id":"6XhHSGLr6VA3mHAB1PoK","title":"Managing Estimates","pathname":"/support/estimating/managing-estimates-and-work-orders/managing-estimates","siteSpaceId":"sitesp_ZBYgF","icon":"folder-open","description":"Manage your estimates with activity tracking, version history, search, export, restoration, and archiving.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Managing estimates & work orders","icon":"clipboard-list"}]},{"id":"ndhLxPvf6vW7wW20RXuv","title":"Estimate & Invoice Activity","pathname":"/support/estimating/managing-estimates-and-work-orders/managing-estimates/estimate-invoice-activity","siteSpaceId":"sitesp_ZBYgF","description":"Track estimate and invoice events including creation, sending, viewing, acceptance, and payments in the activity log.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Managing estimates & work orders","icon":"clipboard-list"},{"label":"Managing Estimates","icon":"folder-open"}]},{"id":"zLTY8LQ0BFjM7773jcfE","title":"Restore an Estimate","pathname":"/support/estimating/managing-estimates-and-work-orders/managing-estimates/how-to-restore-an-estimate","siteSpaceId":"sitesp_ZBYgF","description":"Restore previously sent estimate versions from the activity sidebar when customers request to revert to an earlier quote.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Managing estimates & work orders","icon":"clipboard-list"},{"label":"Managing Estimates","icon":"folder-open"}]},{"id":"gaJvze3RvmV3TO6cRNof","title":"Download a Previous Version","pathname":"/support/estimating/managing-estimates-and-work-orders/managing-estimates/how-to-download-a-previous-version-of-an-estimate","siteSpaceId":"sitesp_ZBYgF","description":"Download PDF versions of previously sent estimates from the activity sidebar to retrieve earlier quote versions.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Managing estimates & work orders","icon":"clipboard-list"},{"label":"Managing Estimates","icon":"folder-open"}]},{"id":"frJKWhVmagRt2FQvrw6N","title":"Archiving Estimates","pathname":"/support/estimating/managing-estimates-and-work-orders/managing-estimates/archiving-an-estimate","siteSpaceId":"sitesp_ZBYgF","description":"Archive estimates as a soft delete option to clean up your active list while keeping records accessible for reports.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Managing estimates & work orders","icon":"clipboard-list"},{"label":"Managing Estimates","icon":"folder-open"}]},{"id":"162ROJJ6wWAT8BtqoA3a","title":"Search for an Estimate","pathname":"/support/estimating/managing-estimates-and-work-orders/managing-estimates/how-to-search-for-an-estimate","siteSpaceId":"sitesp_ZBYgF","description":"Find estimates quickly using search by contact name, estimate ID, job address, value, or advanced filtering with export options.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Managing estimates & work orders","icon":"clipboard-list"},{"label":"Managing Estimates","icon":"folder-open"}]},{"id":"1UjlsvD4RXd4qvR5inBR","title":"Filter & Export Estimates","pathname":"/support/estimating/managing-estimates-and-work-orders/managing-estimates/how-to-filter-estimates-and-export","siteSpaceId":"sitesp_ZBYgF","description":"Use advanced search criteria to filter estimates and export results to CSV files for external analysis and record keeping.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Managing estimates & work orders","icon":"clipboard-list"},{"label":"Managing Estimates","icon":"folder-open"}]},{"id":"LNPFDQ468cnvPrgLwE2v","title":"Work Orders","pathname":"/support/estimating/managing-estimates-and-work-orders/work-orders","siteSpaceId":"sitesp_ZBYgF","icon":"clipboard-list","description":"Create, share, and translate work orders for your crew with job details, notes, and language support options.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Managing estimates & work orders","icon":"clipboard-list"}]},{"id":"UFRQIbEPtYkwAcHRRlqK","title":"Working With Work Orders","pathname":"/support/estimating/managing-estimates-and-work-orders/work-orders/working-with-work-orders","siteSpaceId":"sitesp_ZBYgF","description":"Create and manage work orders with hour breakdowns, crew notes, hours display options, downloading, and sharing with your team.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Managing estimates & work orders","icon":"clipboard-list"},{"label":"Work Orders","icon":"clipboard-list"}]},{"id":"V0jYmeOHPtMNdUY0Tc34","title":"Translating Work Orders to Another Language","pathname":"/support/estimating/managing-estimates-and-work-orders/work-orders/translating-work-orders-to-another-language","siteSpaceId":"sitesp_ZBYgF","description":"Translate work orders using browser translation tools or add manual crew notes in another language for your team.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Estimating"},{"label":"Managing estimates & work orders","icon":"clipboard-list"},{"label":"Work Orders","icon":"clipboard-list"}]},{"id":"aJFoAI3tGNx35S3jon8y","title":"Invoices","pathname":"/support/invoicing-and-payments/invoices","siteSpaceId":"sitesp_ZBYgF","icon":"file-invoice-dollar","description":"Create invoices from estimates, send them to customers, and track payments in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"}]},{"id":"WpI63qfmFGMLrLHr1SiY","title":"Why PaintScout Invoicing?","pathname":"/support/invoicing-and-payments/invoices/invoicing-with-paintscout","siteSpaceId":"sitesp_ZBYgF","description":"Create invoices, manage payment requests, and track payments in PaintScout","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Invoices","icon":"file-invoice-dollar"}]},{"id":"R8QcUKrK9j75LK9BFEjR","title":"Create and Send an Invoice","pathname":"/support/invoicing-and-payments/invoices/creating-invoices","siteSpaceId":"sitesp_ZBYgF","description":"Create invoices from estimates manually or automatically, then send them to customers for payment.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Invoices","icon":"file-invoice-dollar"}]},{"id":"1bGmQ2leyDTarTioBnTO","title":"Payments Table Overview","pathname":"/support/invoicing-and-payments/invoices/payments-table-overview","siteSpaceId":"sitesp_ZBYgF","description":"Learn how to request payments, record payments, take credit card or ACH payments, and understand payment statuses.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Invoices","icon":"file-invoice-dollar"}]},{"id":"05YGhoDMlwcuxq6sSs8Y","title":"What’s New in Payments","pathname":"/support/invoicing-and-payments/invoices/whats-new-in-payments","siteSpaceId":"sitesp_ZBYgF","description":"Explore the updated Payments Table, payment statuses, refunds, and payment reporting.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Invoices","icon":"file-invoice-dollar"}]},{"id":"nUcdyBwG3WaSSg42lWA1","title":"Invoicing FAQ","pathname":"/support/invoicing-and-payments/invoices/invoicing-faq","siteSpaceId":"sitesp_ZBYgF","description":"Answers to common questions about creating, editing, and managing invoices in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Invoices","icon":"file-invoice-dollar"}]},{"id":"eAGNU6E14tvn0Hpv645R","title":"Payment Processing","pathname":"/support/invoicing-and-payments/payments","siteSpaceId":"sitesp_ZBYgF","icon":"credit-card-blank","description":"Set up payment processing, manage payment requests, and collect payments in PaintScout","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"}]},{"id":"KMQdEQEBBspH3RNpwsyV","title":"PaintScout Payments","pathname":"/support/invoicing-and-payments/payments/paintscout-payments","siteSpaceId":"sitesp_ZBYgF","description":"Set up PaintScout Payments for credit card and ACH payments with deposits and surcharging options","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Payment Processing","icon":"credit-card-blank"}]},{"id":"ZLe59xZCe0BnUc6RJ221","title":"Payment Processing with Stripe","pathname":"/support/invoicing-and-payments/payments/payment-processing-with-stripe","siteSpaceId":"sitesp_ZBYgF","description":"Set up Stripe integration for credit card payments, deposits, and surcharging on estimates and invoices","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Payment Processing","icon":"credit-card-blank"}]},{"id":"reQSVYNex0lyhEDjIvV7","title":"Manual Credit Card Payments","pathname":"/support/invoicing-and-payments/payments/manual-credit-card-payments","siteSpaceId":"sitesp_ZBYgF","description":"Take a credit card payment directly on an invoice using Stripe or PaintScout Payments.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Payment Processing","icon":"credit-card-blank"}]},{"id":"xn4nx7RiAxFgErUPuQrq","title":"Adding Payment Methods","pathname":"/support/invoicing-and-payments/payments/adding-payment-methods","siteSpaceId":"sitesp_ZBYgF","description":"Configure the list of accepted payment methods that appear on invoices such as check, cash, credit card, and other options.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Payment Processing","icon":"credit-card-blank"}]},{"id":"TBNbh1ecjCJxmuGsXT5m","title":"Credit Card Surcharging","pathname":"/support/invoicing-and-payments/payments/credit-card-surcharging","siteSpaceId":"sitesp_ZBYgF","description":"Configure credit card surcharging to pass payment processing fees to customers when they pay invoices via credit card with Stripe or PaintScout Payments.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Payment Processing","icon":"credit-card-blank"}]},{"id":"Skrfq79BWiwdttNLuip0","title":"Payment Requests","pathname":"/support/invoicing-and-payments/payment-requests","siteSpaceId":"sitesp_ZBYgF","icon":"hand-holding-dollar","description":"Create and manage payment requests for deposits and progress payments.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"}]},{"id":"KzOcVGjJhlFzoKfg5gAp","title":"Create a Payment Request","pathname":"/support/invoicing-and-payments/payment-requests/how-to-create-a-payment-request","siteSpaceId":"sitesp_ZBYgF","description":"Create payment requests for deposits, progress payments, and remaining balances on invoices.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Payment Requests","icon":"hand-holding-dollar"}]},{"id":"DKK3fckXl6NalTCZAMAH","title":"Request a Deposit","pathname":"/support/invoicing-and-payments/payment-requests/how-to-request-a-deposit-payment","siteSpaceId":"sitesp_ZBYgF","description":"Request a deposit by amount or percentage on an invoice.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Payment Requests","icon":"hand-holding-dollar"}]},{"id":"43RXoUWzQ00uIv0LFAoA","title":"Mark a Payment Request as Successful","pathname":"/support/invoicing-and-payments/payment-requests/how-to-mark-a-payment-request-as-paid","siteSpaceId":"sitesp_ZBYgF","description":"Mark a payment request as successful for cash, check, or other offline payments.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Payment Requests","icon":"hand-holding-dollar"}]},{"id":"22h86wgyfpuhTIZ75eSw","title":"Delete a Payment Request","pathname":"/support/invoicing-and-payments/payment-requests/how-to-delete-a-payment-request","siteSpaceId":"sitesp_ZBYgF","description":"How to remove a payment request from an invoice while keeping the invoice accessible","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Payment Requests","icon":"hand-holding-dollar"}]},{"id":"sETCeS62W5g2lhHClNPj","title":"Recording Payments","pathname":"/support/invoicing-and-payments/recording-payments","siteSpaceId":"sitesp_ZBYgF","icon":"receipt","description":"Record and track payments received from customers.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"}]},{"id":"5JgR2TJVwpXw2O7otZBu","title":"Add Payments to Invoices","pathname":"/support/invoicing-and-payments/recording-payments/adding-payments-to-invoices","siteSpaceId":"sitesp_ZBYgF","description":"Record manual payments and take credit card payments directly on invoices.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Recording Payments","icon":"receipt"}]},{"id":"pGsL7TVd4ux7ENyXINuK","title":"Manually Add a Payment","pathname":"/support/invoicing-and-payments/recording-payments/how-to-manually-add-a-payment","siteSpaceId":"sitesp_ZBYgF","description":"How to record manual payments like cash, check, or electronic transfers on invoices","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Recording Payments","icon":"receipt"}]},{"id":"QDWkcXek0HC1enwVM4WM","title":"How Customers Pay","pathname":"/support/invoicing-and-payments/recording-payments/how-customers-make-a-payment","siteSpaceId":"sitesp_ZBYgF","description":"Understanding the customer payment experience from receiving invoice email to completing credit card payment","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Invoicing & Payments"},{"label":"Recording Payments","icon":"receipt"}]},{"id":"xudfxRd9rhmDKfZj2hGe","title":"Contacts & Companies","pathname":"/support/contacts-and-companies/contacts-and-companies","siteSpaceId":"sitesp_ZBYgF","icon":"users","description":"Create, manage, and export contacts and companies in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Contacts & Companies"}]},{"id":"2XfKiHuFOj1KxjrhbpGL","title":"Create a Contact","pathname":"/support/contacts-and-companies/contacts-and-companies/how-to-create-a-new-contact","siteSpaceId":"sitesp_ZBYgF","description":"Create a new contact in PaintScout to store customer details and link them to deals, estimates, invoices, events, and tasks.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Contacts & Companies"},{"label":"Contacts & Companies","icon":"users"}]},{"id":"F8Fy33YiORU7NS1OmjpK","title":"Create a Company","pathname":"/support/contacts-and-companies/contacts-and-companies/how-to-create-a-new-company","siteSpaceId":"sitesp_ZBYgF","description":"Create and manage company records in PaintScout including associating contacts, linking records, adding tags and notes.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Contacts & Companies"},{"label":"Contacts & Companies","icon":"users"}]},{"id":"b2lvltiNtLHzu559l7y8","title":"Export Your Contact List","pathname":"/support/contacts-and-companies/contacts-and-companies/how-to-export-your-contact-list","siteSpaceId":"sitesp_ZBYgF","description":"Export your PaintScout contacts to a CSV file for use in spreadsheet programs like Excel, Google Sheets, or Numbers.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Contacts & Companies"},{"label":"Contacts & Companies","icon":"users"}]},{"id":"cFnv8UOzA0NPshxdi85s","title":"Operations Overview","pathname":"/support/operations/crm","siteSpaceId":"sitesp_ZBYgF","icon":"address-book","description":"Manage sales and production in one workflow with deals, calendars, jobs, tasks, lead capture, crews, and automations.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"}]},{"id":"vDFh1fV1RyakSVFVfGUN","title":"PaintScout Operations Guide","pathname":"/support/operations/crm/paintscout-operations-guide","siteSpaceId":"sitesp_ZBYgF","description":"Overview of PaintScout Operations features including deals, sales events, jobs, tasks, contacts, companies, notes, tags, and automations.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Operations Overview","icon":"address-book"}]},{"id":"2kyvXw4xwSNeeRfJSBuR","title":"Operations FAQ","pathname":"/support/operations/crm/crm-faq","siteSpaceId":"sitesp_ZBYgF","description":"Answers to common Operations questions about deals, jobs, estimates, notes, tags, deal stages, and calendar management in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Operations Overview","icon":"address-book"}]},{"id":"2lA5G7zUCMJG9dqCX18p","title":"Tags","pathname":"/support/operations/crm/tags-in-paintscout","siteSpaceId":"sitesp_ZBYgF","description":"Use tags to label and organize contacts, companies, deals, estimates, and invoices for easy filtering and grouping.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Operations Overview","icon":"address-book"}]},{"id":"GtGrkA66Nsl4pZBP0JkT","title":"Notes","pathname":"/support/operations/crm/notes-in-paintscout","siteSpaceId":"sitesp_ZBYgF","description":"Add, pin, edit, and manage internal notes on contacts, companies, and deals in PaintScout with version history tracking.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Operations Overview","icon":"address-book"}]},{"id":"Crtx2cteW1jMLPeGFbaY","title":"Deals","pathname":"/support/operations/deals","siteSpaceId":"sitesp_ZBYgF","icon":"chart-kanban","description":"Manage your sales pipeline with deals, deal stages, and estimate linking.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"}]},{"id":"uhSisoG7wkG0MUYBlrjP","title":"Introduction to Deals","pathname":"/support/operations/deals/introduction-to-deals","siteSpaceId":"sitesp_ZBYgF","description":"Learn how deals work in PaintScout to track opportunities through the entirety of the sale and production with board and list views.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Deals","icon":"chart-kanban"}]},{"id":"7jP7s8KhGHrNn90uaYt1","title":"Create a Deal","pathname":"/support/operations/deals/how-to-create-a-deal","siteSpaceId":"sitesp_ZBYgF","description":"Create and edit deals in PaintScout by linking contacts, setting pipeline stages, and assigning deal owners.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Deals","icon":"chart-kanban"}]},{"id":"kqcttVnZT4jrbrY3XSXX","title":"Deal Stages","pathname":"/support/operations/deals/deal-stages","siteSpaceId":"sitesp_ZBYgF","description":"Customize your pipeline stages to match your workflow from lead request through job completion.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Deals","icon":"chart-kanban"}]},{"id":"oBMFMhtZmg4HWsk2twcj","title":"Job Costing","pathname":"/support/operations/deals/job-costing","siteSpaceId":"sitesp_ZBYgF","description":"Track labor, materials, and other expenses on Production deals to measure total costs and profitability.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Deals","icon":"chart-kanban"}]},{"id":"W25oEqdT9I4x4dK0QKPz","title":"Link Estimates to Deals","pathname":"/support/operations/deals/linking-estimates-to-deals","siteSpaceId":"sitesp_ZBYgF","description":"Learn how to link estimates to deals in PaintScout to keep job details organized and your sales pipeline accurate.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Deals","icon":"chart-kanban"}]},{"id":"z5i5kuELOF4fQDIVkviP","title":"Unlink an Estimate","pathname":"/support/operations/deals/how-to-unlink-an-estimate-from-a-deal","siteSpaceId":"sitesp_ZBYgF","description":"Remove the association between an estimate and a deal while keeping both records intact in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Deals","icon":"chart-kanban"}]},{"id":"3mBTK9d9xRLKFSqPfnX8","title":"Media on Deals","pathname":"/support/operations/deals/media-on-deals","siteSpaceId":"sitesp_ZBYgF","description":"Add and preview photos, PDFs, and videos on deals. Use deal photos on linked estimates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Deals","icon":"chart-kanban"}]},{"id":"FoWDMnodp7RHiWQZuBsa","title":"Lead Forms","pathname":"/support/operations/lead-forms","siteSpaceId":"sitesp_ZBYgF","icon":"file-import","description":"Capture leads automatically with embeddable forms that create contacts and deals.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"}]},{"id":"xILYHOJVS5NlEFHYN924","title":"Lead Forms Overview","pathname":"/support/operations/lead-forms/lead-forms-overview","siteSpaceId":"sitesp_ZBYgF","description":"Introduction to PaintScout lead forms for capturing and organizing new leads directly into Operations with automatic contact and deal creation.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Lead Forms","icon":"file-import"}]},{"id":"axgvnS2PG6VD0OKa1ZLU","title":"Creating a Lead Form","pathname":"/support/operations/lead-forms/creating-a-lead-form","siteSpaceId":"sitesp_ZBYgF","description":"Step-by-step guide to creating customizable lead forms with project details, contact fields, and appointment sections.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Lead Forms","icon":"file-import"}]},{"id":"Tn9qMW48LF9DINPj3Q6E","title":"Sharing a Lead Form","pathname":"/support/operations/lead-forms/sharing-a-lead-form","siteSpaceId":"sitesp_ZBYgF","description":"Share your PaintScout lead forms via unique URLs to capture customer inquiries and automatically create deals.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Lead Forms","icon":"file-import"}]},{"id":"1rTyobAKOtfwUpvTDbRp","title":"Lead Form Submissions","pathname":"/support/operations/lead-forms/lead-form-submissions","siteSpaceId":"sitesp_ZBYgF","description":"View and manage lead form submissions in your sales pipeline and settings with filtering by source and date.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Lead Forms","icon":"file-import"}]},{"id":"KVlyBhqpJaWPLajVBwch","title":"Lead Forms FAQ","pathname":"/support/operations/lead-forms/lead-forms-faq","siteSpaceId":"sitesp_ZBYgF","description":"Common questions about lead forms including submissions, notifications, customization, lead sources, and form sharing options.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Lead Forms","icon":"file-import"}]},{"id":"2Kd9LRRXA8G9rywYGGEd","title":"Lead Source vs. Acquisition Source","pathname":"/support/operations/lead-forms/lead-source-vs-acquisition-source","siteSpaceId":"sitesp_ZBYgF","description":"Understand the difference between lead source and acquisition source to better track where your painting leads come from.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Lead Forms","icon":"file-import"}]},{"id":"KHJbQiD1f4Z7oI46nCSG","title":"Lead Source Tracking","pathname":"/support/operations/lead-forms/lead-source-tracking","siteSpaceId":"sitesp_ZBYgF","description":"Track and customize lead sources to understand where your painting leads come from and measure marketing effectiveness.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Lead Forms","icon":"file-import"}]},{"id":"t01qjvchsVMpiCniNfGu","title":"Sales Calendar & Events","pathname":"/support/operations/events-and-calendar","siteSpaceId":"sitesp_ZBYgF","icon":"calendar-days","description":"Schedule and manage sales events, automate customer emails, and control calendar availability in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"}]},{"id":"sQBbITklBmbykAatffuR","title":"Introduction to Sales Events","pathname":"/support/operations/events-and-calendar/introduction-to-events","siteSpaceId":"sitesp_ZBYgF","description":"Learn about sales events in PaintScout including calendar views, map visualization, scheduling appointments, and managing your team's schedule.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Sales Calendar & Events","icon":"calendar-days"}]},{"id":"EF0OShKzLXJJhrI8WREf","title":"Create a Sales Event","pathname":"/support/operations/events-and-calendar/how-to-create-an-event","siteSpaceId":"sitesp_ZBYgF","description":"Schedule estimate appointments, site visits, and meetings in PaintScout with automatic confirmation emails and calendar integration.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Sales Calendar & Events","icon":"calendar-days"}]},{"id":"pVy9WT3TCRliibHBgFMP","title":"Edit or Reschedule a Sales Event","pathname":"/support/operations/events-and-calendar/how-to-edit-or-reschedule-an-event","siteSpaceId":"sitesp_ZBYgF","description":"Edit event details, reschedule appointments, and reassign sales events to different team members in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Sales Calendar & Events","icon":"calendar-days"}]},{"id":"htu5LzQaq9GDQl8OBKl5","title":"Cancel a Sales Event","pathname":"/support/operations/events-and-calendar/how-to-cancel-an-event","siteSpaceId":"sitesp_ZBYgF","description":"Learn how to cancel scheduled sales events and estimate appointments in PaintScout while keeping activity history intact.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Sales Calendar & Events","icon":"calendar-days"}]},{"id":"eaFYdGXq1cDzqxR0Q6eL","title":"Event Types","pathname":"/support/operations/events-and-calendar/event-types","siteSpaceId":"sitesp_ZBYgF","description":"Create and customize sales event types like estimates, site visits, and meetings to categorize your appointments.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Sales Calendar & Events","icon":"calendar-days"}]},{"id":"4FqjGruGlZlJEPtmlRql","title":"Event Email Templates","pathname":"/support/operations/events-and-calendar/event-email-templates","siteSpaceId":"sitesp_ZBYgF","description":"Customize the email templates sent for sales events, including confirmations, reminders (1 day and 1 hour before), and cancellations to match your company's tone.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Sales Calendar & Events","icon":"calendar-days"}]},{"id":"75BCloG8OtCuUHuroSx0","title":"Calendar Availability","pathname":"/support/operations/events-and-calendar/calendar-availability","siteSpaceId":"sitesp_ZBYgF","description":"Set your weekly calendar availability and override specific days for vacations or time off in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Sales Calendar & Events","icon":"calendar-days"}]},{"id":"VvYRlkczyh9c83d1d5o4","title":"Jobs","pathname":"/support/operations/jobs","siteSpaceId":"sitesp_ZBYgF","icon":"helmet-safety","description":"Schedule production work, assign crews, and manage your Production Calendar.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"}]},{"id":"GqyD0TTahhZEWkFiyguh","title":"Introduction to Scheduling","pathname":"/support/operations/jobs/introduction-to-scheduling","siteSpaceId":"sitesp_ZBYgF","description":"Learn about scheduling jobs in PaintScout using the Schedule view and calendars to manage your crews and visualize your projects.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Jobs","icon":"helmet-safety"}]},{"id":"whxvkLcuvcI2hzbVIZpW","title":"Schedule a Job","pathname":"/support/operations/jobs/schedule-a-job","siteSpaceId":"sitesp_ZBYgF","description":"Schedule a production job from a deal or the Production Calendar and assign it to a crew.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Jobs","icon":"helmet-safety"}]},{"id":"0fZqk1zsnRytb9TIR8Ej","title":"Edit or Reschedule a Job","pathname":"/support/operations/jobs/edit-or-reschedule-a-job","siteSpaceId":"sitesp_ZBYgF","description":"Update job dates, crews, and other scheduling details from a deal or the Production Calendar.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Jobs","icon":"helmet-safety"}]},{"id":"Ka5tRrlMdMiEHyP5B9J1","title":"How to Delete a Job","pathname":"/support/operations/jobs/how-to-delete-a-job","siteSpaceId":"sitesp_ZBYgF","description":"Delete a scheduled job in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Jobs","icon":"helmet-safety"}]},{"id":"moegzZ7z72nTFulMLC40","title":"Weather in PaintScout","pathname":"/support/operations/jobs/weather-in-paintscout","siteSpaceId":"sitesp_ZBYgF","description":"See the 14-day forecast in your production calendar based on your city.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Jobs","icon":"helmet-safety"}]},{"id":"ZAax2lrzvyctcGXP8zxR","title":"Tasks","pathname":"/support/operations/tasks","siteSpaceId":"sitesp_ZBYgF","icon":"list-check","description":"Create and manage tasks to stay organized and follow up on important to-dos.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"}]},{"id":"rTWt12f31f9YgsvV8Gf8","title":"Introduction to Tasks","pathname":"/support/operations/tasks/introduction-to-tasks","siteSpaceId":"sitesp_ZBYgF","description":"Overview of the tasks page including categories, filtering, sorting, and managing follow-ups linked to deals.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Tasks","icon":"list-check"}]},{"id":"Qa7WOIGTmp8mS5NaqvKB","title":"Managing Tasks","pathname":"/support/operations/tasks/managing-tasks","siteSpaceId":"sitesp_ZBYgF","description":"Manage your task workflow in PaintScout -- create, edit, complete, and delete tasks linked to deals for organized follow-ups and reminders.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Tasks","icon":"list-check"}]},{"id":"beJ1IV4UKuR5gXJ73cRQ","title":"Create a Task","pathname":"/support/operations/tasks/how-to-create-a-task","siteSpaceId":"sitesp_ZBYgF","description":"Create tasks in PaintScout to track reminders and follow-ups linked to deals, contacts, and companies.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Tasks","icon":"list-check"}]},{"id":"JB13dBp8kh6HDyg4DI5T","title":"Checklists","pathname":"/support/operations/tasks/checklists","siteSpaceId":"sitesp_ZBYgF","description":"Create reusable task checklists to standardize workflows and apply them to deals in your Sales or Production pipeline.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Tasks","icon":"list-check"}]},{"id":"WJgISmdqjAbb16AIxXnG","title":"Edit a Task","pathname":"/support/operations/tasks/how-to-edit-a-task","siteSpaceId":"sitesp_ZBYgF","description":"Update task details including title, assigned user, description, and due date to keep your team aligned.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Tasks","icon":"list-check"}]},{"id":"oQAA2Rqm8NtZK0qLdZgn","title":"Mark a Task as Complete","pathname":"/support/operations/tasks/how-to-mark-a-task-as-complete","siteSpaceId":"sitesp_ZBYgF","description":"Mark tasks as complete to keep your task list organized, with the ability to reopen tasks if needed.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Tasks","icon":"list-check"}]},{"id":"ZVE7RqjjmiTesyzDibio","title":"Delete a Task","pathname":"/support/operations/tasks/how-to-delete-a-task","siteSpaceId":"sitesp_ZBYgF","description":"Remove tasks that are no longer needed from your PaintScout task list while preserving completed task history.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Tasks","icon":"list-check"}]},{"id":"JEzhGzkMWBrNObbc0R94","title":"Automations","pathname":"/support/operations/automations","siteSpaceId":"sitesp_ZBYgF","icon":"robot","description":"Set up workflow automations to automatically move deals through pipeline stages based on estimate or invoice status changes.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"}]},{"id":"uTyNCClccIAxsyNbISHA","title":"Crews","pathname":"/support/operations/crews","siteSpaceId":"sitesp_ZBYgF","icon":"people-group","description":"Group your field team into crews for scheduling jobs and managing production assignments.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"}]},{"id":"QwtkIxksQiBTYQm1QlzP","title":"Create a Crew","pathname":"/support/operations/crews/create-a-crew","siteSpaceId":"sitesp_ZBYgF","description":"Create a crew with a name, lead, and calendar color to organize your field team for scheduling.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Crews","icon":"people-group"}]},{"id":"900BHaY1BD4Ymzp5mnci","title":"Deleting a Crew","pathname":"/support/operations/crews/deleting-a-crew","siteSpaceId":"sitesp_ZBYgF","description":"Remove a crew from your account after reassigning or canceling any active jobs assigned to it.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Operations"},{"label":"Crews","icon":"people-group"}]},{"id":"hUbvvjManqgesL1jkILy","title":"Email Settings","pathname":"/support/email-and-communication/email-settings","siteSpaceId":"sitesp_ZBYgF","icon":"at","description":"Configure email templates, automatic emails, follow-ups, and customer communication settings.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Email & Communication"}]},{"id":"6Lnm0efUCAjQ74skCiJF","title":"Create an Email Template","pathname":"/support/email-and-communication/email-settings/how-to-create-an-email-template","siteSpaceId":"sitesp_ZBYgF","description":"Create reusable email templates for estimates, invoices, and work orders with personalization tags that auto-populate customer information.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Email & Communication"},{"label":"Email Settings","icon":"at"}]},{"id":"IVa4SqlYUnlkSScRexIU","title":"Automatic Emails","pathname":"/support/email-and-communication/email-settings/automatic-emails","siteSpaceId":"sitesp_ZBYgF","description":"Customize automatic email templates sent when estimates are accepted, declined, payments received, or events are booked or cancelled.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Email & Communication"},{"label":"Email Settings","icon":"at"}]},{"id":"94hdyIvGOseWYUomNvAT","title":"Automatic Thank You Emails","pathname":"/support/email-and-communication/email-settings/automatic-thank-you-emails","siteSpaceId":"sitesp_ZBYgF","description":"Configure automatic thank you emails to be sent when customers accept or decline estimates, with customizable subject lines and body content.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Email & Communication"},{"label":"Email Settings","icon":"at"}]},{"id":"wjrOHuXArHGL1x44891R","title":"Payment Emails","pathname":"/support/email-and-communication/email-settings/payment-received-emails","siteSpaceId":"sitesp_ZBYgF","description":"Customize automatic emails for received, processing, failed, and refunded payments.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Email & Communication"},{"label":"Email Settings","icon":"at"}]},{"id":"2OBuyoEqKDjhfhMfPpgt","title":"Auto Follow-Ups","pathname":"/support/email-and-communication/email-settings/auto-follow-ups","siteSpaceId":"sitesp_ZBYgF","description":"Set up automated follow-up messages via email or text based on estimate status triggers to improve quote acceptance rates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Email & Communication"},{"label":"Email Settings","icon":"at"}]},{"id":"KGXlcOfnpxbcMrVKuMcH","title":"SMS Follow-Ups","pathname":"/support/email-and-communication/email-settings/auto-follow-ups/sms-follow-ups","siteSpaceId":"sitesp_ZBYgF","description":"Improve SMS delivery and avoid spam filters with these helpful tips.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Email & Communication"},{"label":"Email Settings","icon":"at"},{"label":"Auto Follow-Ups"}]},{"id":"Z3S66TmdutfGZcBpeTxX","title":"Why is my auto follow-up not sending?","pathname":"/support/email-and-communication/email-settings/why-is-my-auto-follow-up-not-applicable-to-send","siteSpaceId":"sitesp_ZBYgF","description":"Troubleshoot why automatic follow-up emails are not being sent due to unmet conditions, already met criteria, or late additions.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Email & Communication"},{"label":"Email Settings","icon":"at"}]},{"id":"AaECNGnWyWmPIQcUPn9B","title":"Chat Overview","pathname":"/support/email-and-communication/email-settings/chat-overview","siteSpaceId":"sitesp_ZBYgF","description":"Enable real-time chat communication with clients directly on estimates, with email notifications and conversation tracking built in.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Email & Communication"},{"label":"Email Settings","icon":"at"}]},{"id":"r4CwXb8jMPG2bqdiHeTi","title":"Account Settings","pathname":"/support/account-settings/account-settings","siteSpaceId":"sitesp_ZBYgF","icon":"folder-open","description":"Manage company details, team access, personal profile settings, and subscription billing in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"}]},{"id":"p4mN9dQrD3EhvmJWBgfR","title":"Account Details Overview","pathname":"/support/account-settings/account-settings/account-details-overview","siteSpaceId":"sitesp_ZBYgF","description":"Configure your company information, timezone, contact details, logo, and brand colors that appear on estimates and documents.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Account Settings","icon":"folder-open"}]},{"id":"HwS4R6ieOAC2tXdzWqBV","title":"Users & Permissions","pathname":"/support/account-settings/users-and-permissions","siteSpaceId":"sitesp_ZBYgF","icon":"user-shield","description":"Manage team members and their user permissions.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"}]},{"id":"CsSF5VdoqyitWKkV5WzY","title":"Add a New User","pathname":"/support/account-settings/users-and-permissions/how-to-add-a-new-user","siteSpaceId":"sitesp_ZBYgF","description":"Add new team members to your PaintScout account and assign the right user type for their role.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Users & Permissions","icon":"user-shield"}]},{"id":"OwdAFkK4XS5C4RTdDEpQ","title":"Deactivate a User","pathname":"/support/account-settings/users-and-permissions/how-to-deactivate-a-user","siteSpaceId":"sitesp_ZBYgF","description":"Remove or deactivate a team member from your PaintScout account and optionally transfer their estimates to another user before removal.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Users & Permissions","icon":"user-shield"}]},{"id":"EZDWOo1Mi78325a4FIw7","title":"Sales User","pathname":"/support/account-settings/users-and-permissions/sales-user","siteSpaceId":"sitesp_ZBYgF","description":"Understand who should use a Sales seat, what Sales users can access, and which extra permissions are available.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Users & Permissions","icon":"user-shield"}]},{"id":"VTutaq9bhwCsA3wvHOHb","title":"Team User","pathname":"/support/account-settings/users-and-permissions/team-user","siteSpaceId":"sitesp_ZBYgF","description":"Understand who should use a Team seat, what Team users can do, and which extra permissions are available.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Users & Permissions","icon":"user-shield"}]},{"id":"NHjUeGAREGBEuzrOfXsN","title":"Painter User","pathname":"/support/account-settings/users-and-permissions/painter-user","siteSpaceId":"sitesp_ZBYgF","description":"Understand how Painter access works for employees and subcontractors, including default permissions and field workflows.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Users & Permissions","icon":"user-shield"}]},{"id":"dTkV4gDEILNORNssydkF","title":"Account Ownership","pathname":"/support/account-settings/users-and-permissions/account-ownership","siteSpaceId":"sitesp_ZBYgF","description":"Understand the Owner role, transfer ownership, and manage owner-only billing actions.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Users & Permissions","icon":"user-shield"}]},{"id":"PykJN6yexm8MsWLrtXka","title":"Custom Permissions","pathname":"/support/account-settings/users-and-permissions/user-permissions","siteSpaceId":"sitesp_ZBYgF","description":"Configure access levels for Sales, Team, and Painter users using custom permissions to control what team members can view and edit.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Users & Permissions","icon":"user-shield"}]},{"id":"MTo771U4FnTQp3cImPWA","title":"Understanding the New User Types: What Changed and Why","pathname":"/support/account-settings/users-and-permissions/understanding-the-new-user-types-what-changed-and-why","siteSpaceId":"sitesp_ZBYgF","description":"Learn how legacy seat types map to Sales, Team, and Painter, and how custom permissions changed user access.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Users & Permissions","icon":"user-shield"}]},{"id":"OG6xTrID4BiRZO5J5iuw","title":"Your Profile","pathname":"/support/account-settings/your-profile","siteSpaceId":"sitesp_ZBYgF","icon":"user","description":"Manage your personal profile details, signature, login email, and notifications in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"}]},{"id":"Qw9W5e8s32U4nlujcz2Y","title":"Profile Overview","pathname":"/support/account-settings/your-profile/your-profile-overview","siteSpaceId":"sitesp_ZBYgF","description":"Manage your personal profile including photo, contact info, password, signature, and notifications","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Your Profile","icon":"user"}]},{"id":"UYWWFj1w7qrrBDCi0xQG","title":"Update Your Signature","pathname":"/support/account-settings/your-profile/how-to-update-your-signature","siteSpaceId":"sitesp_ZBYgF","description":"How to draw or upload your signature for use on accepted estimates and contracts","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Your Profile","icon":"user"}]},{"id":"U7AExXqKtxvo0xGHWq4q","title":"Change Your Email","pathname":"/support/account-settings/your-profile/how-to-change-your-email","siteSpaceId":"sitesp_ZBYgF","description":"How to request an email address change for your PaintScout account through support","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Your Profile","icon":"user"}]},{"id":"867rLEXqEXdbDFxyRDFU","title":"Email Notifications","pathname":"/support/account-settings/your-profile/setting-up-email-notifications","siteSpaceId":"sitesp_ZBYgF","description":"Configure email notifications for estimates, events, tasks, and deals in your profile settings","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Your Profile","icon":"user"}]},{"id":"vJYMJGzzb4CvGSxqh4PP","title":"Subscription & Billing","pathname":"/support/account-settings/subscription-and-billing","siteSpaceId":"sitesp_ZBYgF","icon":"credit-card","description":"Manage your PaintScout subscription, billing details, invoice history, and pricing changes.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"}]},{"id":"gymovxfDL2mHSVTcZkqD","title":"Start Your Subscription","pathname":"/support/account-settings/subscription-and-billing/how-to-start-your-subscription","siteSpaceId":"sitesp_ZBYgF","description":"Begin your PaintScout subscription by selecting a plan, choosing monthly or annual billing, and entering payment details.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Subscription & Billing","icon":"credit-card"}]},{"id":"L4AxyFTE1q9hh0hwvKPt","title":"Upgrade Your Subscription","pathname":"/support/account-settings/subscription-and-billing/how-to-upgrade-your-subscription","siteSpaceId":"sitesp_ZBYgF","description":"Contact PaintScout support to upgrade your subscription plan or switch between monthly and annual billing options.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Subscription & Billing","icon":"credit-card"}]},{"id":"1uR2HkDAYVBmwoHpbR0X","title":"Understanding your New Subscription Price","pathname":"/support/account-settings/subscription-and-billing/understanding-your-new-subscription-price","siteSpaceId":"sitesp_ZBYgF","description":"Learn how PaintScout's updated subscription pricing affects legacy accounts, including Operations add-on changes, Team seat pricing, and when new rates take effect.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Subscription & Billing","icon":"credit-card"}]},{"id":"Wx2dcZMpJr5cLsBD5mfU","title":"Update Payment Information","pathname":"/support/account-settings/subscription-and-billing/how-to-update-your-payment-information","siteSpaceId":"sitesp_ZBYgF","description":"Update your credit card or add new payment methods for your PaintScout subscription through the billing management section.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Subscription & Billing","icon":"credit-card"}]},{"id":"dgyqqYN4jxCpQhpsZ4fI","title":"Billing History","pathname":"/support/account-settings/subscription-and-billing/how-to-see-your-billing-history","siteSpaceId":"sitesp_ZBYgF","description":"Access and download previous PaintScout invoices from your billing history through the account settings billing section.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Subscription & Billing","icon":"credit-card"}]},{"id":"bteYcbiSADjl50kkb18d","title":"Cancel Your Subscription","pathname":"/support/account-settings/subscription-and-billing/how-to-cancel-your-paintscout-subscription","siteSpaceId":"sitesp_ZBYgF","description":"Learn how to cancel your PaintScout subscription and export your data","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Account Settings"},{"label":"Subscription & Billing","icon":"credit-card"}]},{"id":"zS5yPd81NoC3PzApAF1S","title":"Dashboard","pathname":"/support/dashboard-and-reports/dashboard-search-reporting","siteSpaceId":"sitesp_ZBYgF","icon":"table-cells-columns","description":"Track sales team performance and analyze key business metrics in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"}]},{"id":"01SzfmuftmSj6VjmCff7","title":"Dashboard Metrics","pathname":"/support/dashboard-and-reports/dashboard-search-reporting/understanding-your-dashboard-metrics","siteSpaceId":"sitesp_ZBYgF","description":"Learn what each dashboard metric means including sales totals, win rate, dollars won, close rate, and open estimates tracking.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Dashboard","icon":"table-cells-columns"}]},{"id":"5B2VBfqqZHOcgA9q15Ey","title":"What is Close Rate?","pathname":"/support/dashboard-and-reports/dashboard-search-reporting/what-does-close-rate-mean","siteSpaceId":"sitesp_ZBYgF","description":"Understand how close rate measures the percentage of estimates receiving a decision, either accepted or declined, without remaining open.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Dashboard","icon":"table-cells-columns"}]},{"id":"OFqpEVDNn6IGIcVQSdh0","title":"Filtering the Dashboard","pathname":"/support/dashboard-and-reports/dashboard-search-reporting/filtering-on-the-dashboard","siteSpaceId":"sitesp_ZBYgF","description":"Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Dashboard","icon":"table-cells-columns"}]},{"id":"Qorqm9dQau9HQ8pkU9fM","title":"PaintScout Leaderboards","pathname":"/support/dashboard-and-reports/dashboard-search-reporting/paintscout-leaderboards","siteSpaceId":"sitesp_ZBYgF","description":"Compare your sales performance against other PaintScout users with Sales and Win Rate leaderboards showing top 300 performers.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Dashboard","icon":"table-cells-columns"}]},{"id":"aBnLf0lBt9f2zsjwEG25","title":"Reports","pathname":"/support/dashboard-and-reports/reports","siteSpaceId":"sitesp_ZBYgF","icon":"chart-line-up","description":"Access detailed reports on estimates, invoices, payments, deals, leads, and team performance.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"}]},{"id":"4vz797fQrfxXiYW4KLnW","title":"All Activity Report","pathname":"/support/dashboard-and-reports/reports/all-activity-report","siteSpaceId":"sitesp_ZBYgF","description":"View a complete log of all estimate and invoice actions including creation, edits, sends, acceptances, payments, and status changes.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"XBjLivPIbiT2BPU5RSzL","title":"All Estimates Report","pathname":"/support/dashboard-and-reports/reports/all-estimates-report","siteSpaceId":"sitesp_ZBYgF","description":"Get a comprehensive view of all estimates in your account with status breakdowns, job size distribution, and type categorization.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"gGw4tlGkY4emDonELmWl","title":"All Invoices Report","pathname":"/support/dashboard-and-reports/reports/all-invoices-report","siteSpaceId":"sitesp_ZBYgF","description":"View and manage all invoices in your account with status breakdowns, payment tracking, and cash flow monitoring tools.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"yCxRiTiXEkjNOe8t10vZ","title":"Accepted Estimates Report","pathname":"/support/dashboard-and-reports/reports/accepted-estimates-report","siteSpaceId":"sitesp_ZBYgF","description":"Track all accepted (won) estimates with details on acceptance date, method, contact information, total value, and export data for analysis.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"1h3uAErqMmkebwscnFSn","title":"Declined Estimates Report","pathname":"/support/dashboard-and-reports/reports/declined-estimates-report","siteSpaceId":"sitesp_ZBYgF","description":"Analyze lost projects by viewing declined estimates with breakdown by type, job size, decline reason, and team member.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"M4oylyC2obSuVcfPjBUK","title":"Additional Work Report","pathname":"/support/dashboard-and-reports/reports/additional-work-report","siteSpaceId":"sitesp_ZBYgF","description":"Track all approved change orders and extra work added to estimates and invoices with approval dates and totals.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"jQTAWX0hEvN11I8Fi7x7","title":"Options Accepted Report","pathname":"/support/dashboard-and-reports/reports/options-accepted-report","siteSpaceId":"sitesp_ZBYgF","description":"View all customer self-accepted options with acceptance dates, estimate details, and totals for each selected upgrade.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"08NDsdYk19R6DsKyhu1G","title":"Estimator Performance Report","pathname":"/support/dashboard-and-reports/reports/estimator-performance-report","siteSpaceId":"sitesp_ZBYgF","description":"Compare team member sales performance with monthly revenue breakdowns, cumulative totals, and estimator comparison graphs.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"LQ0ecgCJjjbDm99SfT6u","title":"Outstanding Invoices Report","pathname":"/support/dashboard-and-reports/reports/outstanding-invoices-report","siteSpaceId":"sitesp_ZBYgF","description":"Monitor unpaid invoices and accounts receivable to ensure timely payments and maintain healthy cash flow management.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"GDeg4WbiMqxhYt44wQV9","title":"Payments Report","pathname":"/support/dashboard-and-reports/reports/payments-collected-report","siteSpaceId":"sitesp_ZBYgF","description":"Track payments with sorting, filtering, statuses, and export options.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"V1WxyeYOMo8kXtUKjWo4","title":"Payment Requests Report","pathname":"/support/dashboard-and-reports/reports/payment-requests-report","siteSpaceId":"sitesp_ZBYgF","description":"Monitor payment requests by status, review payment details, and export results.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"ffj653cZZ27UPdarFZ43","title":"Financing Reports","pathname":"/support/dashboard-and-reports/reports/financing-reports","siteSpaceId":"sitesp_ZBYgF","description":"View and analyze Wisetack financing applications and prequalifications to track customer financing status and approved amounts.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"GAMmL9RJtGNGvZoK38Ef","title":"Integration Sources Report","pathname":"/support/dashboard-and-reports/reports/integration-sources-report","siteSpaceId":"sitesp_ZBYgF","description":"Track where your estimates originate from by monitoring integration sources like Workglue, Zapier, and other connected apps.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"9G3Cd5wYXGvghZagY15q","title":"Lead Conversions Report","pathname":"/support/dashboard-and-reports/reports/lead-conversions-report","siteSpaceId":"sitesp_ZBYgF","description":"Track which lead sources bring the most valuable leads with win rates and revenue data by source.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"vxIKSBInOTWNv65RBJYq","title":"Sales Events Booked Report","pathname":"/support/dashboard-and-reports/reports/events-booked-report","siteSpaceId":"sitesp_ZBYgF","description":"Track booking trends and sales event volume to manage workload and plan ahead for estimate appointments.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"PmaF8mx98XCbtpk9deEB","title":"All Deals Report","pathname":"/support/dashboard-and-reports/reports/all-deals-report","siteSpaceId":"sitesp_ZBYgF","description":"View a complete overview of all deals in your CRM with pipeline health, deal stages, types, and value breakdowns.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"7Iow6YDlvPQXZIsrjumu","title":"Deal Tag Summary Report","pathname":"/support/dashboard-and-reports/reports/deal-tag-summary-report","siteSpaceId":"sitesp_ZBYgF","description":"Analyze tagged deal performance including deal count, total value, and average value by tag category.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"sjfa9Aj15mXNBbqZP8DF","title":"New Leads Report","pathname":"/support/dashboard-and-reports/reports/new-leads-report","siteSpaceId":"sitesp_ZBYgF","description":"Track new leads received and their sources to evaluate lead generation performance across channels.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"YlnZPzB4im9VdhJmLUDH","title":"Job Costing Report","pathname":"/support/dashboard-and-reports/reports/job-profitability-report","siteSpaceId":"sitesp_ZBYgF","description":"Track revenue, costs, and profit margins across your jobs to understand job costs and profitability.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Dashboard & Reports"},{"label":"Reports","icon":"chart-line-up"}]},{"id":"YOEdPtfN3bYV165iTr3d","title":"Integrations","pathname":"/support/integrations/integrations","siteSpaceId":"sitesp_ZBYgF","icon":"gear","description":"Connect PaintScout with accounting, financing, calendar, media, and automation tools.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"}]},{"id":"GjO0g90A47Q0Tp7mOaES","title":"Accounting","pathname":"/support/integrations/accounting","siteSpaceId":"sitesp_ZBYgF","icon":"calculator","description":"Connect PaintScout to your accounting software for invoice and payment workflows.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"}]},{"id":"03WjXXF3SiyfVspLn3wA","title":"QuickBooks Online","pathname":"/support/integrations/accounting/quickbooks-online-integration","siteSpaceId":"sitesp_ZBYgF","description":"Connect QuickBooks Online to export invoices, handle deposits, and sync payments automatically","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Accounting","icon":"calculator"}]},{"id":"M07yeFSJWz1NTDN5Lny4","title":"Xero","pathname":"/support/integrations/accounting/xero-integration","siteSpaceId":"sitesp_ZBYgF","description":"Connect Xero accounting software to export quotes, invoices, and sync payments from PaintScout","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Accounting","icon":"calculator"}]},{"id":"TMGDhphQz6zUiORx2KTN","title":"Financing","pathname":"/support/integrations/financing","siteSpaceId":"sitesp_ZBYgF","icon":"building-columns","description":"Offer customer financing options through Wisetack integration.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"}]},{"id":"lSbBo1L76p9k9V5ATCiV","title":"Wisetack","pathname":"/support/integrations/financing/wisetack-integration","siteSpaceId":"sitesp_ZBYgF","description":"Set up Wisetack consumer financing integration to offer pay-over-time options on estimates and invoices","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Financing","icon":"building-columns"}]},{"id":"j97c7sXZ6QkjGeuS4P4x","title":"Using Financing with Wisetack","pathname":"/support/integrations/financing/how-to-use-financing-powered-by-wisetack","siteSpaceId":"sitesp_ZBYgF","description":"Complete guide to offering Wisetack financing to customers including setup, applications, and sales tips","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Financing","icon":"building-columns"}]},{"id":"OnEHtexbZoEYYsRihcUC","title":"Wisetack Financing FAQ","pathname":"/support/integrations/financing/wisetack-financing-faq","siteSpaceId":"sitesp_ZBYgF","description":"Common questions about Wisetack financing, eligibility, pricing, customer applications, and payouts in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Financing","icon":"building-columns"}]},{"id":"f0PF8hFgHhzouo3UQlgD","title":"Wisetack 0% APR Add-ons","pathname":"/support/integrations/financing/wisetack-s-0-apr-add-ons","siteSpaceId":"sitesp_ZBYgF","description":"Enroll in Wisetack 0% APR add-ons to offer extended interest-free financing terms to customers","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Financing","icon":"building-columns"}]},{"id":"ZDFs9Pl8QoCWNoClbDz3","title":"Wisetack Progress Payments","pathname":"/support/integrations/financing/wisetack-progress-payments","siteSpaceId":"sitesp_ZBYgF","description":"Set up Wisetack progress payments for split payouts with initial and final payments on estimates","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Financing","icon":"building-columns"}]},{"id":"Wj3JWGaThbtEe8umEwAc","title":"Calendar & Scheduling","pathname":"/support/integrations/calendar-and-scheduling","siteSpaceId":"sitesp_ZBYgF","icon":"calendar","description":"Connect Google Calendar for one-way or two-way sync of sales events with PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"}]},{"id":"YILLGVEsQEVGil3klzUM","title":"Google Calendar","pathname":"/support/integrations/calendar-and-scheduling/google-calendar-integration","siteSpaceId":"sitesp_ZBYgF","description":"Connect Google Calendar for one-way or two-way sync of sales events with PaintScout","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Calendar & Scheduling","icon":"calendar"}]},{"id":"0Xj50B3H8qKTiL4bGLd1","title":"Media & Files","pathname":"/support/integrations/media-and-files","siteSpaceId":"sitesp_ZBYgF","icon":"images","description":"Connect CompanyCam for project photos and Dropbox for automatic PDF uploads.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"}]},{"id":"iogpD2LLdPc610ZLhhZq","title":"CompanyCam","pathname":"/support/integrations/media-and-files/companycam-integration","siteSpaceId":"sitesp_ZBYgF","description":"Connect CompanyCam to access project photos directly in your PaintScout estimates","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Media & Files","icon":"images"}]},{"id":"XLvaZlTaI57wyPBZY9p3","title":"Dropbox","pathname":"/support/integrations/media-and-files/dropbox-integration","siteSpaceId":"sitesp_ZBYgF","description":"Connect Dropbox to automatically upload estimate and work order PDFs to cloud storage","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Media & Files","icon":"images"}]},{"id":"k4EsoPR4zAX5L9d6HrYS","title":"Operations & Automation","pathname":"/support/integrations/crm-and-automation","siteSpaceId":"sitesp_ZBYgF","icon":"robot","description":"Connect PaintScout to CRMs, job management tools, and automation platforms.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"}]},{"id":"USJ401lyhnv9kkKFts0c","title":"Pipeline CRM","pathname":"/support/integrations/crm-and-automation/pipeline-crm-integration","siteSpaceId":"sitesp_ZBYgF","description":"Connect Pipeline CRM to sync contacts, update deal stages, and attach estimate PDFs automatically","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Operations & Automation","icon":"robot"}]},{"id":"qtYrks9aIv1qxMx1cL9D","title":"Workglue","pathname":"/support/integrations/crm-and-automation/workglue-integration","siteSpaceId":"sitesp_ZBYgF","description":"Connect Workglue for project management, job costing, and scheduling from PaintScout estimates","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Operations & Automation","icon":"robot"}]},{"id":"3yLLhvtBrB6Jjy5aqMRr","title":"Integrating PaintScout with your CRM","pathname":"/support/integrations/crm-and-automation/integrating-paintscout-with-your-crm","siteSpaceId":"sitesp_ZBYgF","description":"Connect PaintScout to external CRMs like Pipeline or via Zapier for automated contact syncing","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Operations & Automation","icon":"robot"}]},{"id":"mTUNirTtAUTOBtcDxp3b","title":"Zapier","pathname":"/support/integrations/crm-and-automation/zapier-integration","siteSpaceId":"sitesp_ZBYgF","description":"Integrate and automate PaintScout with thousands of software apps via Zapier.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Operations & Automation","icon":"robot"}]},{"id":"iK7tcIeCjOxfMtSShrtV","title":"Zapier x PaintScout Operations","pathname":"/support/integrations/crm-and-automation/zapier-x-paintscout-crm","siteSpaceId":"sitesp_ZBYgF","description":"Use Zapier with PaintScout Operations for automated triggers and actions with contacts, deals, events, and tasks","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Operations & Automation","icon":"robot"}]},{"id":"Z3cbGzXBE54MTmVPoZV0","title":"BusyBusy via Zapier","pathname":"/support/integrations/crm-and-automation/busybusy-integration-via-zapier","siteSpaceId":"sitesp_ZBYgF","description":"Connect BusyBusy via Zapier to create projects and budgets when estimates are accepted","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Operations & Automation","icon":"robot"}]},{"id":"k9pifyK7QIVYf9PigsYd","title":"Lead Generation","pathname":"/support/integrations/lead-generation","siteSpaceId":"sitesp_ZBYgF","icon":"magnet","description":"Connect HeyPros via Zapier to automate work order creation from accepted estimates.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"}]},{"id":"yEvZixWC1oID9CxsRd6L","title":"HeyPros","pathname":"/support/integrations/lead-generation/integrating-heypros-with-paintscout","siteSpaceId":"sitesp_ZBYgF","description":"Connect HeyPros via Zapier to automatically create work orders when estimates are accepted","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Integrations"},{"label":"Lead Generation","icon":"magnet"}]},{"id":"FRm1uc4Tw1LZa5pYo6N9","title":"Best Practices","pathname":"/support/resources/paintscout-best-practices","siteSpaceId":"sitesp_ZBYgF","icon":"lightbulb","description":"Essential tips and best practices for getting the most out of PaintScout including saving, updates, and device usage","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"}]},{"id":"7ScMv8cDsTRvaUYSxqnJ","title":"Troubleshooting","pathname":"/support/resources/troubleshooting-guide","siteSpaceId":"sitesp_ZBYgF","icon":"wrench","description":"Troubleshoot common PaintScout issues with step-by-step solutions for syncing, email delivery, payments, browser problems, and more.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"}]},{"id":"esmujU3GOcOOFMr09RZN","title":"FAQ","pathname":"/support/resources/frequently-asked-questions","siteSpaceId":"sitesp_ZBYgF","icon":"folder-open","description":"Browse answers to frequently asked questions about using PaintScout for painting estimates, invoicing, and Operations management.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"}]},{"id":"CI5o0ZJ1DjOBjel6cpeY","title":"How to Change Your Password","pathname":"/support/resources/frequently-asked-questions/how-to-change-your-password","siteSpaceId":"sitesp_ZBYgF","description":"Guide to resetting or changing your PaintScout password, including forgotten password recovery","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"},{"label":"FAQ","icon":"folder-open"}]},{"id":"YCtcWwRHYLQ3Pr6XTMFs","title":"Estimates","pathname":"/support/resources/frequently-asked-questions/estimates","siteSpaceId":"sitesp_ZBYgF","description":"Common questions about managing, sharing, and tracking estimates in PaintScout including statuses, archiving, PDFs, and customer visibility.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"},{"label":"FAQ","icon":"folder-open"}]},{"id":"P8okZOuitKagw9JKdQsS","title":"Pricing & Calculations","pathname":"/support/resources/frequently-asked-questions/pricing-and-calculations","siteSpaceId":"sitesp_ZBYgF","description":"Common questions about rates, pricing display, discounts, taxes, and estimate calculations in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"},{"label":"FAQ","icon":"folder-open"}]},{"id":"2f421d8ba9673595666f97de0684e05810507c1b","title":"Multi-Factor Authenticator (MFA) setup","pathname":"/support/resources/frequently-asked-questions/multi-factor-authenticator-mfa-setup","siteSpaceId":"sitesp_ZBYgF","description":"Step-by-step guide to setting up Multi-Factor Authentication (MFA) on your PaintScout account using SMS or an authenticator app.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"},{"label":"FAQ","icon":"folder-open"}]},{"id":"E4yFBCedLRAjtv0KFewM","title":"Payments & Financing","pathname":"/support/resources/frequently-asked-questions/payments-and-financing","siteSpaceId":"sitesp_ZBYgF","description":"Common questions about Stripe payment processing, Wisetack financing, payment notifications, and managing credit card payments.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"},{"label":"FAQ","icon":"folder-open"}]},{"id":"RaaE1EAgKUnDsVnPWjgY","title":"Account & Setup","pathname":"/support/resources/frequently-asked-questions/account-and-setup","siteSpaceId":"sitesp_ZBYgF","description":"Common questions about account configuration, branding, contacts, and settings in PaintScout.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"},{"label":"FAQ","icon":"folder-open"}]},{"id":"RVR438gLhtZZ9FAsfh4u","title":"General","pathname":"/support/resources/frequently-asked-questions/general","siteSpaceId":"sitesp_ZBYgF","description":"General questions about common PaintScout topics including saving, browser cache, translations, and email delivery.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"},{"label":"FAQ","icon":"folder-open"}]},{"id":"bpSZtsRM3MHqDArehnqf","title":"My Customer Didn't Receive Their Estimate","pathname":"/support/resources/frequently-asked-questions/my-customer-didnt-receive-their-estimate","siteSpaceId":"sitesp_ZBYgF","description":"Troubleshoot why your customer didn't receive their PaintScout estimate email and learn how to resend or share it directly.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"},{"label":"FAQ","icon":"folder-open"}]},{"id":"Hpdhd1OqerDgLnSeJawj","title":"Spell Check","pathname":"/support/resources/frequently-asked-questions/spell-check-in-paintscout","siteSpaceId":"sitesp_ZBYgF","description":"How to enable and use spell checking in PaintScout through browser settings and Grammarly","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"},{"label":"FAQ","icon":"folder-open"}]},{"id":"QcKRrOYyU5H90qOtVkG9","title":"Glossary","pathname":"/support/resources/resources","siteSpaceId":"sitesp_ZBYgF","icon":"folder-open","description":"Look up key PaintScout terms, user types, estimating concepts, and integrations.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"}]},{"id":"Y0OH6nALKko4HauHpOrX","title":"PaintScout Glossary","pathname":"/support/resources/resources/paintscout-glossary","siteSpaceId":"sitesp_ZBYgF","description":"Definitions for key PaintScout terms, user types, estimating concepts, and integrations.","breadcrumbs":[{"label":"Support","icon":"comments-question-check"},{"label":"Resources"},{"label":"Glossary","icon":"folder-open"}]},{"id":"05e03c09d55136d8767f77263e671db9b2d0cb4a","title":"Companies","pathname":"/developers","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"e33dd6a4915cfe5f678750b7142aefb33043f381","title":"Contacts","pathname":"/developers/contacts","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"b469cb4fc6ff17f879fc864a91642620ee482884","title":"Deals","pathname":"/developers/deals","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"572c93aa0e33bf841bdbd1fe21296630c8014af8","title":"Events","pathname":"/developers/events","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"28ecd22a47103ec2bf72550c492838660b37e3e8","title":"Quotes","pathname":"/developers/quotes","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"93b05a4254f2c87f71c09ed1cb8749bc5bb9850f","title":"Invoices","pathname":"/developers/invoices","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"0b2fbabef1c2d0ff0ce1b8453ac5abc47fc53033","title":"Settings Line Items","pathname":"/developers/settings-line-items","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"f1df2c30c90d6867da46f1af3c7857024763faf1","title":"Settings Quote Types","pathname":"/developers/settings-quote-types","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"09ecdeaea1d3eee61c29d73f4d6983630b05edd2","title":"Settings Products","pathname":"/developers/settings-products","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"6cd4c93dc7e022d3bf55dc50c0ec83ecfacef618","title":"Settings Rate Categories","pathname":"/developers/settings-rate-categories","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"59033b567bfb5cd267449d741aa05f0d1203b5e0","title":"Settings Rates","pathname":"/developers/settings-rates","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"0fc2ca0eca2428fb72c4c5cd88020108888c7f76","title":"Settings Event Types","pathname":"/developers/settings-event-types","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"d1b8d03e9983403cfa03cc987d89f1401f947dcd","title":"Settings Area Labels","pathname":"/developers/settings-area-labels","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"ec0144a7e715b81956ddff84713c9781c251a41b","title":"Settings Lead Sources","pathname":"/developers/settings-lead-sources","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"aeedc911e5fc0df6b517ffbc867ba72116541606","title":"Settings Quote Templates","pathname":"/developers/settings-quote-templates","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"247ee1d12c4806c6f96f99eb3afaa16428a011b2","title":"Settings Stages","pathname":"/developers/settings-stages","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"39dc5ea607a8ad9f63044a5cf1c14a571a791c21","title":"Settings Pipeline Stages","pathname":"/developers/settings-pipeline-stages","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"ece2359d6c9bd135e78baa875d29f047b99e3ff3","title":"Settings Pipelines","pathname":"/developers/settings-pipelines","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"f88dd823d835720ee6493c5a8cb29e288f1b11ac","title":"Settings Tax Rates","pathname":"/developers/settings-tax-rates","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"1614ad53e8c7a3376087b7a7fea9b5c807a7fe0a","title":"Settings Tags","pathname":"/developers/settings-tags","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"c4ffb29feaeb6d9bc7607b147725b7a0c458256a","title":"Tasks","pathname":"/developers/tasks","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"33b936a271628ada30a2224db053214cccf95c9d","title":"Users","pathname":"/developers/users","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"6745032c3a75e82ff2ede51fa4df7f3296653777","title":"Files","pathname":"/developers/files","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"55d8eca432dda60fc5aab0c7de652ffcb62c50a6","title":"Notes","pathname":"/developers/notes","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"74b82b8b8f8f2afb17b49825296dda8a4ba2ae82","title":"Webhooks","pathname":"/developers/webhooks","siteSpaceId":"sitesp_dXBxF","description":"","breadcrumbs":[{"label":"Developers","icon":"code"}]},{"id":"477bbe4dadf1aee2f367c9627c9538b1fbd76f9d","title":"Models","pathname":"/developers/models","siteSpaceId":"sitesp_dXBxF","breadcrumbs":[{"label":"Developers","icon":"code"}]}]}