For painting contractors
Rooms, coats and colors, from walkthrough to paid.
Measure it, price it from your catalog, and put the colors and the prep notes where the crew will read them.
Your trade, set up
What Painting comes with.
Optracs runs a painting company's jobs by work type: interior painting, exterior painting, cabinet painting, deck & fence staining, wallpaper install, wallpaper removal, drywall repair and pressure washing. Switch off what you don't use, or make the trade your own.
Sales steps
- New Lead
- Contacted
- Site Visit
- Quote Sent
- Follow-Up
Work steps
- Ready to schedule
- Scheduled
- Prep
- Painting
- Touch-Up & Walkthrough
- Wrap-Up
Work types
Interior painting Exterior painting Cabinet painting Deck & fence staining Wallpaper install Wallpaper removal Drywall repair Pressure washing
Checklists
- Painting job
- Exterior painting
- Cabinet painting
- Deck & fence staining
- Wallpaper install
- Drywall repair
- Pressure washing
The exterior painting checklist
- Surfaces washed and left to dry
- Loose paint scraped, and edges sanded smooth
- Rotten or damaged wood repaired, or shown to the customer
- Gaps caulked and bare wood primed
- Plants, windows, lights and walkways covered
- Weather checked: temperature and rain inside the paint's limits
- Lights, house numbers and downspouts put back
Shown at the Standard size. Setup starts on the Simple size, the same few steps for every trade, and you can pick Standard or Detailed there or later in Settings.
In Optracs
The same job, in Optracs.
The office sends the estimate; the crew opens the job on site. Recreated from Optracs with sample data.
Sample workspace
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An estimate built from your own catalog
Standard line items from your catalog, quantities from the takeoff, and a profit slider that reprices the estimate to your margin.
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A takeoff for painting
Typed in or imported from a supported report or a CSV.
Wall area Ceiling area Coats Trim Doors Windows
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The crew's day, on the job
Tasks with a person and a due date. Photos, notes and files go onto the job as the work happens.
Mask floors and fixtures Cut in living room trim Photograph each finished room
Documents
The paperwork, on the job.
Written from your own templates, signed by the customer from one link, kept with the job.
Estimate
Coats, trim and doors from your catalog, with quantities from the takeoff and your margin set in one move.
Colour and prep notes
Typed or dictated onto the job, where the crew opens it.
Before and after photos
Every room, attached to the job with the date.
Change orders
An added room goes out for signature before it is billed.
Invoice and payments
Deposit and final payments recorded against the invoice.
A day in the trade
A job, start to finish.
8:00 AM
Walkthrough
Wall area, ceilings and trim go into the takeoff. Photos of every room go onto the job.
11:30 AM
Office
Coats, trim and doors come from your catalog with the square feet from the takeoff. Priced to your margin, sent as one link.
Next Monday
On site
The color list and the prep notes are on the job. The crew ticks off each room as it is done.
Wednesday
On site
The homeowner adds the hallway. A change order goes out and is signed from the link.
Friday
Office
The final invoice, the payment recorded, and the after photos kept with the job.
The trade, by the numbers.
From the US Census Bureau. More in our research.
38,280
88.8%
Free tools
All tools- Paint by coatsGallons for the walls, ceilings or exterior, by coats and the coverage on your can.
- Markup and marginPrice a line from its cost at the margin or markup you want, or see the margin in a price you already have.
- Labor burden and overheadWhat an hour of a person's work costs you, with overhead on top.
Try it
See it with a sample company.
A company with a few months of work in it, ready to click through. We email you a code to open it.