PaintingBossPro Blog — Estimates & Quotes

The Painting Estimate Walk-Through: A Room-by-Room Checklist

A good walk-through saves the job. A rushed one creates the callback. Use the same checklist in every room so nothing depends on memory.

In Every Room

• Measure the walls or note the room size
• Ceiling: painting it or not, and the height
• Trim and doors: how many, what condition
• Current color and new color; dark to light needs an extra coat
• Sheen the customer wants
• Holes, cracks and nail pops to patch
• Gaps to caulk at trim and corners
• Stains that need a stain-blocking primer
• Furniture that has to move, and who moves it

Ask the Customer

• Are colors chosen? If not, book a color consultation
• Any HOA rules for exteriors
• Pets, kids and working-from-home hours
• Where the crew should park
• Access: lockbox, garage code, alarm

Before You Leave

Write it into the estimate on the spot: the areas, square feet, coats, sheen, surface, colors and prep, plus access notes. Then send it by text while you are still in the driveway. See Painting Estimate Software: From Walk-Through to Approved Job.

Why Fields Beat Notes

Every item above has a home on the estimate in PaintingBossPro, so it follows the job to the crew app and the invoice. A note in a notebook does not.

More on this topic: the Painting Estimate Software page and the rest of its guides.