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Overview

A quick map of the main areas in Service Scout and what they’re for.

Dashboard​

The Dashboard is your home after you log in. It shows a quick view of issues and key numbers so you can see what’s going on.

Issues​

  • Issues list — See all issues and filter by type, assignee, and more.
  • Create an issue — From the issues list, or let customers submit via the external form (no login required).
  • Open an issue — View or edit details, comments, attachments, time, billing, and documents (estimates, invoices, receipts, orders, purchase orders).

You can customize issue types and status options in the app so they match how you work.

Users & teams​

  • Users — Add and manage people (staff and customers), and optionally sync with QuickBooks.
  • Teams — Organize users into teams and manage membership.
  • Credits — View and manage customer credit balances (e.g. gift-card style) that can be applied at payment.

Who can do what is controlled by roles. Admins can manage roles under Settings → Roles & permissions.

Services, devices & parts​

  • Services — Your catalog of services (what you offer and their pricing).
  • Devices — Your device inventory, plus sales reporting.
  • Parts — Parts you use in repairs and orders.

These show up when you build estimates, orders, and invoices.

Documents & billing​

From an issue you can create and download PDFs for:

  • Estimates — Quotes for the customer.
  • Invoices — Bills (can sync to QuickBooks).
  • Receipts — Proof of payment.
  • Orders — Work or parts orders.
  • Purchase orders — For those who have access.

The billing name and address on the issue are used on these documents. You can manage terms & conditions templates in Settings.

Events & calendar​

  • Events — Create and edit appointments, deadlines, and other events.
  • Event types — Categories for events (e.g. Appointment, Follow-up) so you can filter or color-code the calendar.
  • Calendar view — See events by day, week, or month. Events can sync to Google Calendar if that’s set up.

Other areas​

  • Reception — A view tailored for front-desk use.
  • Tasks — A simple task list (add, complete, remove).
  • Order templates — Reusable templates so you can build orders quickly.
  • Reports — Mileage/trips report and customer export.
  • Knowledge base — Your internal knowledge base (and optional Bookstack link).
  • Financial dashboard — High-level view of finances.

Settings​

Under Settings you’ll find:

  • Company — Name, logo, contact info.
  • Display — How dates, times, and the interface look.
  • Notifications — How and when you get notified.
  • Billing — Defaults for billing.
  • Events — Defaults for the calendar.
  • Security — Password, two-factor authentication, sessions.
  • Roles & permissions — Define roles and who can assign them (for admins).
  • Issues — Global options for issues.
  • Terms & conditions — Templates used on estimates and invoices.
  • QuickBooks Online — Connect or disconnect QuickBooks and configure sync.

Legal & public​

  • License and Privacy policy — Available from the app.
  • External issue form — A public link you can share so customers can submit issues without logging in.