PaintScout X – April 10-11, 2024→

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.

Ready to get started?

Book a demo with one of our experts to see PaintScout in action!

On the scout for more relevant content?

Drop us your email for more tips, industry
insight, and educational resources!

Topics
Share
Share on facebook
Share on linkedin
Share on twitter
Share on email
Share on print

Up Next

Painting Industry

PCA’s Industry Standards on Estimating

The PCA Industry Standards discuss a range of issues that commonly become the subject of misunderstandings, or even in extreme cases, contract disputes. We had the opportunity to write…

Read→
Group items in PaintScout quotes
Features

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

Read→

Want to learn more about PaintScout?

You’ve grown your business considerably over the years, but you’re still doing everything — from sales, follow-ups, and marketing to customer service, estimations, and payroll.

KEY BENEFITS FOR BUSY ENTREPRENEURS

Get more work done quicker.

PaintScout helps you close deals in minutes (not hours), providing laser-sharp estimates on the spot.

Establish a pricing system to help you grow.

Our software allows you to establish a streamlined system to price your jobs, so you can focus on growing the business.

Get consistent (and profitable) results.

Designed to consistently deliver a profitable result—helping your team deliver accurate estimates, close more deals, and build your brand.

You’re either working on your own or with a small team, all while going through the challenges of growing a business (like knowing the going production rates or how to determine a profitable hourly rate).

KEY BENEFITS FOR
NEW BUSINESS OWNERS

Become a business owner, not just a painter.

Go from painter to business owner, with a streamlined system to price more jobs, get more clients and build a brand people remember.

Stand out from your competition.

Get a cut above your competition early, with an automated system that sends customized proposals, follows up with clients, and closes deals.

Show your market who you really are.

Let PaintScout help you bring your service to more clients, so you can show your ideal clients that you are the contractor they need.

You’re an experienced business owner who spends your days speaking to department heads, expanding your team, performing estimates, and making sales and follow-up calls.

KEY BENEFITS FOR
ESTABLISHED BUSINESSES

Create systems to make business easier.

PaintScout helps you streamline the sales and estimation process, allowing you to focus on what matters most.

Build a reliable team you can trust.

Your team can send proposals and close deals in minutes — meaning you can ensure they’re able to carry the business forward.

Never stress about the ‘day-to-day’.

PaintScout helps you as a business owner focus on the big picture, with our proprietary estimation system taking care of everyday tasks.