📄️ Issues
Issues are the main way you track work in Service Scout. Each issue is one customer request or job—for example a repair, a consultation, or a project.
📄️ Users & teams
In Service Scout, users can be both staff and customers. Teams group people (e.g. by company or department), and roles control what each person can see and do.
📄️ Credits
Credits are a balance that can be applied when a customer pays for service—like a gift card or prepaid balance on their account.
📄️ Services, devices & parts
Service Scout keeps catalogs of services, devices, and parts so you can quickly add them to estimates, orders, and invoices.
📄️ Events & calendar
Service Scout lets you manage events (e.g. appointments, deadlines) and view them on a calendar. If your organization has it set up, events can also sync to Google Calendar.
📄️ Invoices and billing
Service Scout creates estimates, invoices, receipts, and orders as PDFs you can download or send. If you use QuickBooks Online, you can sync invoices and customer data there.
📄️ Settings
Settings control your company info, how the app looks and notifies you, billing defaults, security, and connections like QuickBooks. Everything in this section is under Settings in the menu (or under your profile where it applies).
📄️ Reports
The Reports section lets you export or view data you need for mileage, customers, and finances.
📄️ Proposals
Proposals let you build branded proposal documents, send a secure link to a client, and track when they view, accept, or decline. The feature must be enabled for your workspace and your role must allow access.
📄️ User forms
User forms are configurable forms you assign to people (customers or staff). Respondents can fill them out, preview answers, and sign where signatures are required. Older documentation may refer to the same capability as “customer forms”—the product now uses User forms consistently.
📄️ SMS & messaging
When SMS messaging is enabled for your workspace, Service Scout supports two-way SMS, a dedicated inbox, and MMS (picture messages) for staff who are allowed to use messaging.
📄️ Notifications
Service Scout notifies you about assignments, @mentions, billing events, inbound SMS, proposal responses, and more—by email, in-app records, and (when configured) realtime updates in the browser.