Skip to main content

Introduction

Service Scout helps you manage customer issues, track time, send invoices and receipts, and keep your services, devices, and parts organized—all in one place.

What you can do​

  • Track issues — Create and manage jobs with custom types and statuses (e.g. Repair, In progress, Done).
  • Manage customers — Keep contact and assignment info in one spot; assign issues to the right people.
  • Discuss in context — Add comments with formatting (markdown) and mention teammates.
  • Handle billing — Generate estimates, invoices, receipts, and orders as PDFs, and sync with QuickBooks Online.
  • Use credits — Apply customer credit balances (e.g. from gift cards) when they pay.
  • Stay on schedule — Use the calendar and events, with optional Google Calendar sync.
  • Run reports — Export mileage/trips and customer data when you need it.
  • Control access — Use roles so staff only see and do what they need to.
  • Send proposals — Build proposals, email a client link, and track accept/decline (when enabled for your workspace).
  • Message customers — SMS/MMS threads and a messaging inbox (when enabled).
  • Stay current — In-app notification list and optional realtime updates.

Next steps​

The docs below cover basic tasks: viewing and managing users and issues, logging time and payments, and closing jobs when work is done and paid.

  • Overview of features — Where everything lives in the app.
  • Issues — Viewing, creating, and managing issues; billing and closing.
  • Users & teams — Viewing, creating, editing users; account status; roles.
  • Proposals — Client proposals, templates, send link, accept/decline.
  • User forms — Assign forms, signing, and “My forms”.
  • SMS & messaging — Inbox, threads, MMS, safeguards.
  • Notifications — Notification list, preferences, realtime.
  • Settings — Company, billing, security, workspace features, and more.
  • For developers — Placeholder for future developer docs (setup, APIs, contributing).