CRM for Painting Contractors

• The problem

  The estimate says 'paint living room' and the argument starts over ceilings, trim and closets.

  In Kompot.ai

  Build the estimate from a price list with separate lines for walls, ceilings, trim, doors and prep such as patching and caulking, room by room. The customer approves exactly that scope, and the approved estimate becomes the invoice.

• The problem

  The customer changes the bedroom color by text, and the crew buys the old one.

  In Kompot.ai

  Colors live in custom fields on the customer — brand, color name, code and sheen for each room — and the text itself sits in the conversation log. The crew lead checks the job on a phone before going to the paint store.

• The problem

  Rain cancels an exterior and the whole week's schedule has to be redone by phone.

  In Kompot.ai

  Each paint job has a crew and a time window on the shared calendar. Move the exterior, slot an interior into the gap, and message the affected customers from their records with a saved reply about weather delays.

• The problem

  The final walk-through turns up touch-ups, and they are never written down.

  In Kompot.ai

  Create a task for the punch list with a subtask for every touch-up — the drip on the stair trim, the missed closet shelf. If the job runs as a project shared by link, the customer sees the list shrink and can comment on what is left.

• The problem

  A past customer wants the same trim color for the addition and nobody knows which it was.

  In Kompot.ai

  Every past job, with its colors, sheens and photos of the finished rooms, stays on the customer's page. When it is time for a repaint, the record tells you what is on the walls, and an email campaign can remind past exterior customers before the season.

What you keep on record

Colors and sheens

Brand, color name, code and sheen for every room and for trim, as custom fields on the customer.

Scope by room

The approved estimate with walls, ceilings, trim, doors and prep listed separately.

Surface photos

Pictures of cracks, stains, peeling paint and the finished rooms, stored on the job.

Punch list and sign-off

Touch-ups as subtasks on a task, and the signed completion form stored as a document.

Questions owners ask

Can I estimate room by room with prep work as separate lines?

Yes. Put walls, ceilings, trim, doors, patching and priming in the price list as separate items and build the estimate room by room. The customer sees the full scope, and you see when they open and approve it.

Where do paint colors and sheens get recorded?

In custom fields on the customer: brand, color name, code and sheen per room. They stay with the customer's history, so a touch-up or a repaint later starts from the right can.

Can the customer see the punch list after the walk-through?

Yes, if you run the job as a project and share it by link. The customer sees the touch-up tasks and can comment on them. When the list is done you send the completion form for signature and the final invoice.

Can a crew lead use it on site with paint on their hands?

Yes. It opens in a phone's browser, with nothing to install. The crew lead sees the day's job, the rooms, the colors and the prep notes, adds photos of finished walls and marks the job complete.