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Setup

Set up your painting business, estimate defaults, documents, data safety, and local connections.

Open Connections
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Company Info

Used on estimates, approvals, bills, and customer-facing documents.

Company Name *
Email
Phone
Address Line 1
Address Line 2
City
State
Postal Code
Sales Tax

Applied when creating bills from accepted work.

Tax Rate (%)
Estimate Terms

Default language for approvals, paint scope, exclusions, and payment expectations.

Default Terms
Default Disclaimer
Data Safety

Choose how long to keep job notes, photos, files, and activity in this installed workspace.

Activity (days)
Notes (days)
Files (days)
Estimate Rates

Set installed selling prices for exterior paintable surface, paintable wall, and paintable ceiling calculations. Built-in Value, Professional, and Premium profiles give you quick preset ranges.

Presets are installed selling-price benchmarks that include labor, standard paint/materials, overhead, and profit. They are starting points and become editable rate profiles when applied.
Name *
Exterior surface
Wall surface
Ceiling surface
Project minimum
Customer rounding
No rate profiles yet.
License & Seats

Review the installed package and how many people can use this workspace.

No plans configured.
Install Checklist
No install checklist data available yet.
Document Templates

Reusable estimate, approval, and bill content for your painting business.

Name *
Type
JSON
No templates yet.
Users & Roles

Assign one primary role per user for this tenant.

No users found or insufficient role permissions.