Ask your book. Get a straight answer. Scout Chat, the AI assistant for HVAC office work in ServiceTitan and Housecall Pro

Customers and jobs

• “Pull up [Sarah Miller].”Opens her customer record.
• “What's the gate code on the [Henderson] account?”Finds the access note on the account.
• “When were we last at the [Millers']?”Checks their job history for the last visit.
• “Find jobs mentioning a cracked heat exchanger this year.”Searches this year's jobs for it.
• “Who's calling from [512-555-0142]?”Looks the number up in your customers.
• “What equipment do we have on file for [Acme]?”Lists the equipment on file.
• “Add a new customer: [name, address, phone].”Creates the customer.
• “Change [Miller]'s main phone to this number.”Updates the phone on the account.

Today's board and tech schedules

• “What's on the board tomorrow?”Lists tomorrow's jobs.
• “What's [Alex] doing tomorrow?”Shows one tech's day.
• “Who has room Friday afternoon?”Finds techs with open time.
• “Where do we have gaps next week?”Finds the open stretches in next week's schedule.

Book, move and cancel

In ServiceTitan or Housecall Pro, with job changes enabled for your shop.

• “Book [Miller] for a repair Tuesday 10 to noon.”Books the job in your CRM.
• “Move the [Miller] job to Friday, 1 to 3.”Moves the job to the requested day and time.
• “Put [Luke] on that visit instead of [Alex].”Swaps the tech on the visit.
• “Cancel the [Watson] visit, they hired someone else.”Cancels the visit.
• “Add a return visit to the [Miller] job Friday morning.”Adds a visit to the same job.
• “Block [Alex] off for training Friday 8 to 10.”Blocks the time on his schedule.

Estimates and your price book

Quote drafts stay with your office to check and send.

• “What's in our open estimate pipeline?”Lists your open estimates.
• “Which quotes over $10,000 did we write last month?”Filters last month's estimates by amount.
• “Which estimates are more than 30 days old?”Finds the older open ones.
• “Draft a quote for a capacitor replacement using our price book.”Drafts it from your price book and holds it for your review.
• “Mark quote [2207] accepted and book it for Friday.”Marks it accepted and books the job in ServiceTitan or Housecall Pro.
• “What do we charge for a blower motor?”Looks it up in your price book.
• “What have we charged lately for a compressor replacement?”Checks your recent prices for that work.

Invoices and getting paid

Scout Chat drafts invoices for a person to check; it does not send them to customers.

• “Who owes us money?”Lists unpaid invoices.
• “How much is more than 60 days late?”Totals what's past 60 days.
• “Pull up invoice [2478].”Shows the invoice.
• “Draft an invoice for this job with these lines.”Prepares an invoice draft for your office to check.
• “[Miller] paid by check, mark it settled.”Marks it paid in Scout.
• “What has Scout collected this month?”Reports the month's collected dollars.

Campaigns and outreach

Text campaigns start after you approve the list and messages.

• “Pull everyone we haven't been out to in 18 months and get them booked.”Builds the list and writes the texts for you to approve.
• “Follow up on every open estimate from the last 90 days.”Prepares follow-up texts for unanswered quotes.
• “Text everyone with an invoice more than 30 days past due.”Prepares reminders that can include a secure link to pay, depending on payment setup.
• “Find members whose maintenance visit is due in the next 30 days and get them on the schedule.”Builds a visit-due list from ServiceTitan memberships only.
• “Text members whose plan lapsed in the last two years and offer to get them back on a plan visit.”Prepares outreach to lapsed ServiceTitan members; your office handles renewals.
• “What could we run to fill next week?”Suggests a campaign from your book.
• “What campaigns are running?”Lists your campaigns and where each stands.
• “How many jobs has the fall campaign booked?”Reports the jobs booked so far.

Reports and numbers

• “How did we do last month?”Sums up last month.
• “What was our average ticket in October?”Works out October's average ticket.
• “What's our close rate on estimates?”Shows the share of estimates accepted.
• “Break October's jobs down by tech.”Splits the month's jobs by tech.
• “Who are our biggest customers?”Ranks your biggest accounts.
• “Which parts did we use most this year?”Lists your most-used parts.
• “How many calls did Scout book this week?”Counts the week's bookings from calls.

Notes and shop memory

• “Add a private note on this job: bring the tall ladder.”Adds an internal note to the job.
• “Note that the furnace is through the garage.”Adds the note to the account.
• “Attach this photo to job [5048].”Adds the photo to the job.
• “What booking rules have we set?”Lists the rules you've taught it.
• “What did [Mrs. Miller] say about the noise?”Finds it in her calls and texts and shows where it came from.
• “What needs my attention today?”Pulls together what's waiting on you.
• “Keep an eye on [Acme], they're slow to pay.”Watches the account and flags it when payments slip.

Texting your techs

• “Text [Alex] that his 2 PM was cancelled.”Texts him for you.
• “Tell [Luke] to bring the recovery machine.”Sends him the message.