Quote Process Flow

Process Flow: Scenario 1: No changes to the approved quoteNew -> Submitted -> Approved – > Completed Scenario 2: Variation made after the quote was approvedNew -> Submitted -> Approved – > Open -> Submitted -> Approved – > Completed Scenario 3: Quote has been cancelledNew -> Submitted -> Declined […]

Paint Stores

This section of Settings is where you can save the details of your Paint Stores for ordering paint. Choose the pencil icon on the right hand side to add a store. Paint Store ¬†Address – You will need to Google the address of the paint store first in your web […]

Connect to Gmail

Important Please Read Before Continuing You can not use your Gmail password in PaintPad you must set up an app password and use that as your Gmail password. Step by Step instructions are below. Mailbox Scroll to the bottom of the Settings page to the Integrations section and toggle the […]

Quick Start Guide

Once the app is installed on your iPad you can tap the PaintPad icon on your iPad home screen to open the PaintPad app directly. You will see the welcome screen where you will login using the credentials you supplied at sign up. Input your email address. Input your password. […]

Areas – External Quote

Add Areas The Add Area function is where you select areas to be quoted. Add an area by selecting the Add New Area blue button. A window for adding areas will load. From the left menu under the heading Area Type choose from the drop down menu titled Select Type.  […]

Paint Order Notes

This section of Settings is where you can save often used notes when sending out Paint Orders so you do not have to type them out for each order. To add a new note choose the + icon to the right the Paint Order Note window will appear. Paint Order […]

Connect to Xero

Scroll to the bottom of the Settings page to the Integrations section and toggle the radio button next to Connect to Xero to on. A pop up window will display to login to your Xero Account. Xero Once you have entered your Email Address and Password associated with your Xero […]

Payment Setting

This section of Settings is where you manage your accepted Payment Methods, Payment Terms and most used Progress Payment Notes so you do not have to type them out every time. Payment Method You can add, update and delete any of these Payment Methods in Settings. You can also specify […]

Appointment Type

Calendar Appointment Types This section of settings manages your Appointment Types for your Calendar. The drop down Appointment Type will allow you to select the type of appointment you wish to make. These appointments can include for example – Interior Quote, Exterior Quote, Job Start, Site Inspection etc. You can […]