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Learn the platform terms, workflows, and rules your team needs to price, send, schedule, and follow up with confidence.
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Release notes
New features and fixes included since the last production deployment.
Strategy
Painting CRM competitive plan
A research-backed plan for beating generic field service CRMs with painter-specific estimating, documentation, job costing, inventory, and customer self-service.
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Getting started
Learn the basic workspace flow from setup to estimate, job, and follow-up.
Releases
Strategy
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Reference
Products & services
Estimates
Create an estimate
Follow the recommended flow for building a cost-backed estimate and preparing it for a customer.
Read guidePayment-term guardrails
Use job-site rules to create safer deposits, payment schedules, and customer-facing estimate terms.
Read guideCustomer proposals and approvals
Let customers select estimate options, see a live total, approve their work, and track the resulting deposit.
Read guide