Painting estimates
A table for painting quote requests: contact details, the address, the work chosen with its rooms, wall area, stories, cabinet doors or commercial size, photos, preferred timing, details, the estimate reference when a calculator is connected and where each request stands. A form on your website fills it in, or you add requests yourself, and you move each one from new to quoted to won or lost.
Use it when
Use it when a painter wants visitors to choose interior, exterior, cabinet or commercial work, answer only the size questions for that work and send photos, with an instant price once the business's own rates are connected. It is the response workspace the Painting estimate form writes to; add it on its own when you want the table first and will connect the form later.
Use something else when
Colour consultations are booked through Schedule as a service. A painter who prices every job after a visit can leave the calculator unconnected and price each request itself.
How to add an estimate
- Open the Painting estimates table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
- Press New estimate. If you renamed the table, the button may say something else.
- Under Name, type the customer's name, such as "Sam Patel".
- Fill in the Phone and Service address if you have them.
- Press Create estimate.
You see Estimate created.
What it adds or changes
- Opens as: Table only
- Columns: Name · Status · Email · Phone · Service address · Work · Sizes for the chosen work · Photos · Preferred timing · Details
Empty response workspace · notification automation starts paused
It adds a table with these columns:
| Column | Type | Choices |
|---|---|---|
| Name | text | |
| Status | single choice | New, Quoted, Won, Lost |
| Phone | text | |
| Service address | text | |
| What would you like painted? | multiple choice | Interior rooms, House exterior, Cabinets, Commercial space |
| Rooms | integer | |
| Also paint | multiple choice | Ceilings, Trim and doors |
| Exterior wall area | integer | |
| Stories | single choice | 1 story, 2 stories, 3 stories |
| Cabinet doors and drawers | integer | |
| Commercial space size | integer | |
| Photos | images | |
| Preferred timing | text | |
| Details | long text | |
| Estimate reference | text | |
| Assigned to | person |
Settings
| Setting | What it does | Default |
|---|---|---|
| Label | The table's name, which also titles its one table view. | Painting estimates |
How it works
It runs its own built-in automation, called Painting estimates. Tell staff about a new response: read a new response, choose the staff destinations and email its full details. Empty recipient groups send nobody.
Example
Fresh Coat, a fictional painter, connects its painting calculator with its own rates. A visitor picks Interior rooms and House exterior, enters 3 rooms with trim and 1,200 square feet over 2 stories, and sees the business's price for both; the request lands as new with the estimate reference.
Limits
Each kind of work asks only its own questions: rooms and extras for interior, wall area and stories for exterior, doors and drawers for cabinets, square feet for commercial. Every size is the visitor's estimate, checked on site. Preferred timing is free text, not a booking. Changing the status contacts nobody. The staff-notification automation starts paused.
Related
- Painting estimate: A painting estimate form with rooms and photos