Capture the details at the walkthrough
Use notes, documents, and forms to record surfaces, finish selections, preparation, and customer priorities before you prepare the estimate.
Explore Custom formsPainting contractor software
Rooms, finishes, preparation, and exclusions shape the job. Keep those details with the estimate and customer record so the office and crew can follow what was agreed.
Talk to our teamBuilt for your work
Use notes, documents, and forms to record surfaces, finish selections, preparation, and customer priorities before you prepare the estimate.
Explore Custom formsSend the estimate for online acceptance and keep the linked work order. Your team has a record of the work the customer agreed to.
Explore WalletAdd photos, notes, and sign-off to the appointment. Use the completed work record when reviewing the invoice or a later customer question.
Explore AppointmentsFrom booking to completion
Capture the property and the areas the customer wants painted.
Record the scope, finish details, and exclusions in the proposal.
Follow the accepted work order and record site notes and photos.
Capture completion details and prepare the bill for the agreed work.
A few useful answers
Record them in notes, documents, or custom forms with the customer and job. Your team can review those details alongside the estimate.
Yes. Customer acceptance creates a linked work order so the accepted estimate can be followed through to invoicing.
Keep the agreed scope close to the crew and the invoice.