FAQ
Straight answers, short ones.
Scout handles calls, quotes, past customers and invoices. Here's how.
More owner questions
Revenue
How does Scout win back past customers?
Scout finds customers who haven't booked in a while, drafts a text from your shop to bring them back and reports the jobs booked afterward.
Win-back, start to finishHow does Scout follow up on quotes that went quiet?
Scout spots estimates with no reply or decision and drafts a short check-in about the options the customer was given, in words you choose.
Quote follow-up, the Scout wayHow do customers pay?
Scout texts a reminder from your shop that can include a secure link to pay, depending on your payment setup. For ServiceTitan shops, pay-link payments go into your own Stripe or Square account; Housecall Pro customers pay from the Housecall Pro invoice.
Invoice reminders, the Scout wayCalls, leads and texts
Can Scout answer my phone and book jobs?
Yes. Scout answers calls around the clock, books and reschedules jobs directly in your CRM (ServiceTitan or Housecall Pro), texts the customer, screens out sales calls, and hands urgent calls to you during business hours.
Scout on the phone lineHow does Scout sound on a call, and will callers know it's AI?
Scout uses speech recognition to understand what callers say and answers in a natural-sounding text-to-speech voice. It's an AI phone agent, and how it introduces itself is set up with each shop.
How Scout sounds on a callCan Scout handle a lot of calls at once?
Yes. Scout handles any call volume, including multiple calls at once, so callers aren't left waiting for a free line.
Busy days on the phone lineCan Scout transfer a call to someone at my shop?
Yes. Some calls need a person, so Scout can put a caller through to someone at your shop with a live call transfer when needed. After you close, you decide who covers emergencies.
When a call needs a personIs Scout an answering service or an AI receptionist?
An AI receptionist: it handles the call itself, so there's no message waiting for a callback. Beyond the phone, it follows up quotes, wins back past customers and texts reminders for open invoices.
AI receptionist or answering service: which fits an HVAC shop?How fast does Scout respond to a new lead?
With Speed to Lead, Scout replies to every new lead within 5 seconds and works it toward a booked job, in the same memory as your calls and texts.
Speed to Lead in ScoutCan I control what Scout sends?
Yes. You choose who Scout reaches, what it says and when, and before anything goes out you see who is included, who is left out and why. Nothing is sent until you approve it.
Set who, what and when in Scout ChatWhen does Scout stop texting a customer?
Once they reply, book or pay. Scout stops texting that person at that point.
How Scout worksCan Scout remember what customers said on a call or in a text?
Yes. Chat, phone and text share one memory, so Scout can recall what was said and tell you the source.
Ask Scout what a caller saidScout Chat
What is the chat for?
Scout Chat is one chat for you and your team to ask Scout about your book, update customers and add jobs, and set up outreach that you approve on the campaign page. When it doesn't know a number, it says "no record" instead of guessing.
Try Scout ChatYour shop and setup
What is an AI front office for HVAC?
It's AI for the front office work that slips when the office is busy: answering calls, following up quotes, reaching past customers and getting invoices paid. Scout is an AI front office for HVAC shops that connects with ServiceTitan, Housecall Pro and FieldEdge.
How Scout worksWhat software does Scout work with?
Scout connects with ServiceTitan, Housecall Pro and FieldEdge, so there's nothing to switch: your team keeps using your system as today, and one chat works across the systems Scout connects with.
Connect the software you runWho is Scout built for?
HVAC shops. Scout is set up around the owner, who is often on a job when the phone rings or a quote goes quiet.
About ScoutDoes each shop share a system with other shops?
No. Each shop gets its own dedicated Scout, and you teach it your shop rules in chat by saying "remember that".
Security and controlHow is Scout priced?
There's no list price. Scout is priced per shop after a short demo, and you get the quote in writing.
How Scout pricing worksHow do I get started?
Calls, quotes and invoices are easier to judge on your own book. Book a demo at meetwithscout.com and we'll walk through your book with you. You can also email us.
Ways to get startedSee what's sitting in your book.
We'll walk through how Scout gets jobs booked and invoices paid.