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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, priority, stale state, tags, 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).

Purchase orders and tracking often open in a right slideover so you stay on the issue or list you came from. Clicking an issue title from a table usually opens the issue in the same tab (fewer duplicate tabs).

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.

Docs (proposals & forms)​

When your workspace enables them, the Docs menu can include:

  • Proposals — Branded proposals, client portal link, accept/decline tracking.
  • User forms — Assignable forms and signatures (see User forms).

Messaging & notifications​

  • Messaging — SMS/MMS inbox and threads on users and issues (when the workspace enables SMS). See SMS & messaging.
  • Notifications — Full notification list plus optional realtime updates. See Notifications.

Other areas​

  • Reception — A view tailored for front-desk use (updated layout in recent releases).
  • Tasks — A simple task list (add, complete, remove). Issues may require all tasks complete before closing when your workspace enforces it.
  • Order templates — Reusable templates so you can build orders quickly.
  • Reports — Mileage/trips report and customer export.
  • Knowledge base — Internal KB plus optional BookStack search and linking on issues (premium; requires the workspace toggle and administrator setup). See Settings — Workspace features.
  • 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 (including stale ticket options and related behavior).
  • Issue priority levels — Configure priority names and colors.
  • Workspace features — Turn major modules on or off (devices, parts, proposals, SMS, BookStack KB linking, and more). See Settings.
  • 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.