Organize Your Quotes with Grouping

The PaintScout team continuously pushes new features, improvements, and bug fixes. So what’s new? Grouping!

We think you’ll love the efficiency this feature offers. Ease the load of your quote-making process by customizing items into groups. Keep your estimates better organized and present them in a way you want!

There are countless ways to use this feature. Here are a few examples:

 

Organizing quotes by floor or group parts of the home/rooms together.

If you don’t want the customer picking apart each room price in the quote, select the rooms you want to group and display them all together with one price. Use the checkboxes on the left side of the quote to select items, then click “Group Items.”

Group items in PaintScout quotes

A window will appear where you can add a title/name of the group. Use the editing tab to customize your description’s look by using bolding, underlining, italicizing, bullet points and more!

Add a name and description to grouped items

Click “Add Group” and here is your finished result!

How grouped items appear in PaintScout quotes

Group a type of “package” of items that have a reduced price altogether, or a markup.

Want to give a package discount to your customer? Select a bunch of items and easily change the total of the group. Either increase or decrease the price!

Group items in PaintScout quotes
Group items in PaintScout quotes

Group areas of the home that are to be painted the same colour.

For example, grouping all “white areas” on the home’s exterior – including windows, door frames, trim and more!

Group items in PaintScout quotes

Learn more about how to use the grouping feature here.

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