FeaturesCustomer CRM

One card per job, first text to final receipt.

Every message, every quote version, every color, every photo and every payment on a single customer card — so the job you quoted in March still makes sense when they call in October.

3sTo the full history
EverythingOn one card
AutoRepaint reminders
9:41
Sarah MillerJob #1042
In progress · day 2 of 3
OverviewMessagesColorsMoney
Quoted$5,180
Deposit$1,000
12 messages · last reply 2h agoColors locked: 4 rooms9 job photos from the crewChange order signed · +$340
Lifetime value
$11,720
Interior 2024 · cabinets 2025 · exterior quoted
A customer card
PipelineLead → job → past
AttachedTexts · quotes · colors · photos
HistoryKept forever
ExportCSV and PDF, anytime

Run the job

What lives on the card

Everything that would otherwise be in your phone, your truck and your head.

See it in action

How it runs

  1. 01

    Capture

    Every quote, text, photo and payment files itself against the customer.

  2. 02

    Job card

    One record holds the colors used, the crew, the scope and the money.

  3. 03

    Search

    A name, street or color code returns the whole relationship at once.

  4. 04

    Re-engage

    Past customers surface when their repaint window opens.

What you get

  • Lead → job → past-customer pipeline

    A board that shows the whole shop at a glance and never lets a card sit in one column silently.

  • Every message in one thread

    Automated texts and your own replies, in order, on the card — not scattered across two phones.

  • Quotes and change orders

    Every version kept, with what changed and when it was accepted, so the final number is never a debate.

  • Colors and photos attached

    Per-room color assignments and crew photos live with the job, before and after.

  • Job history and lifetime value

    What this address has spent with you, and what you did last time you were there.

  • Notes and tags

    Gate code, dog, parking, the neighbor who also wants a quote. The things that only live in your head today.

The long version

Most painting businesses store the truth in four places: text messages on the owner's phone, a spreadsheet, a paper folder in the truck, and memory. That works until it does not — until a customer references a conversation you cannot find, or a crew paints the guest room in the hallway color, or you cannot remember what you charged the neighbor two doors down.

The card is the fix. Every lead becomes a card the moment it arrives, and that card carries the whole job through its life: what they asked for, what the site priced, what you confirmed on site, which colors got locked, what the crew photographed, what got invoiced, and what cleared. The pipeline view moves cards from lead to booked to in progress to paid, so you can see the whole shop in one screen instead of reconstructing it.

It keeps paying off after the job. Past customers carry their history and lifetime value, so when the same house calls about the exterior in two years you already know the interior colors, the access quirks, the dog's name and exactly what they paid last time. Repeat and referral work is the cheapest work a painting business can get, and this is the part that makes it easy to earn.

In practice

A repeat customer calls, hour by hour

Blue rows are automatic. Only two rows need you — both after the job is booked.

Timeline

● You● PainterOS

2:14p“Hi, you painted our interior two years ago”
2:14pCard opens: address, colors, $8,400 interior, 2024
2:15pYou quote the exterior knowing exactly what they paid
2:18pQuote sent from the card, deposit link attached
6:02pAccepted. Card moves to booked.
Next dayCrew dispatch carries the 2024 trim color forward

Time to answer “what did we charge them?”

10 min of digging

Doing it by hand

3 seconds

With PainterOS

One search box

The second job at an address should be the easiest money you ever make.

Illustration of how the software works, not a promise of results.

Get started

Your side of the same moment

You read one line, not a thread.

Three years of that address in one screen: colors, sheens, coats, the crew who did it and what you charged.

Walk the whole job · 2 min
9:41
Miller, Sarah2 jobs
412 Linden StCustomer since 2023
Interior repaint$5,150
Cabinets$2,400
WallsHC-144
TrimOC-117
Lifetime$7,550
Exterior due in 14 months — reminder setEdit
Your phone, one search later

Honest scope

What it will and won't do

What the software handles, and what still needs you in the room.

It does

One card carrying a job from first text to final receipt
Full history and lifetime value per address
Search across customers, jobs, quotes and messages
Export of everything you have, on demand

It doesn't

Sales-team features: territories, quotas, commission plans
Full accounting — it complements your books, it is not them
Inventory or warehouse management
Marketing automation to your whole list

Questions

Customer CRM, answered plainly.

What painters actually ask on the first call.

Can I import my existing customers?

Yes. Bring a CSV from a spreadsheet, QuickBooks or whatever you are using now, and we map the columns with you during setup so your history comes along.

Does it replace QuickBooks?

No, and it should not. PainterOS is where the job lives; your books are where taxes live. Invoices and payments export cleanly so your bookkeeper gets what they need without double entry.

Who can see a customer card?

You control it. Crew members can be limited to the operational parts of a job — address, scope, colors, photos — without seeing pricing, margin or customer contact details.

Related systems

No monthly fee

Set up your pricing. See your first quote today.

You don't pay a cent until a customer pays you.

Get startedNo credit card. Keep your own number. Nothing new to learn.