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Setup guides for HVAC shops getting started with Scout: what you need, who in your shop does each step, and what changes for your team.
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Setup guides
- Connect Scout to ServiceTitanAdmin access, the four connection values, what Scout reads and writes, and how to disconnect.Read the guide
- Connect Scout to Housecall ProThe API key, booking in two parts, what Scout reads and writes, and how to disconnect.Read the guide
- Connect Scout to FieldEdgeThe connection values, how booking requests reach your office, and what Scout reads.Read the guide
- Send your calls to ScoutWhich calls to forward, how to test them, and how to turn forwarding off.Read the guide
How setup works
See a demo
The Scout team walks through your book with you in a demo. Book a demo
Texting registration starts
When you sign up, Scout's team registers your shop's Scout number with the phone carriers for business texting. Scout can't text until the carriers approve it, so this starts first.
Fill in the intake form
A short form about your shop: services, service area, business hours, when Scout should answer, what counts as urgent, who gets urgent calls, and your team. It takes about 10 to 15 minutes and never asks for passwords.
Setup call
On a call with Scout's team, someone with admin access connects your software to Scout, and you set your booking rules and phone setup together.
Test, then go live
You make test calls together. Check each call in Scout. Check each booking in ServiceTitan or Housecall Pro, then remove the test jobs. On FieldEdge, check each booking request with your new leads, then remove the test requests. While you test, Scout's texts go only to a test phone, except when Scout is answering a customer who already texted in. Then Scout goes live.
What does Scout write into my software?
- ServiceTitan
- Scout books and reschedules jobs directly in ServiceTitan. What Scout reads and writes in ServiceTitan
- Housecall Pro
- Scout books and reschedules jobs directly in Housecall Pro. What Scout reads and writes in Housecall Pro
- FieldEdge
- Scout takes a booking request for your office to confirm. What Scout reads and writes in FieldEdge
Common setup questions
How long does setup take?
There's no fixed time. It depends on lining up admin access to your software, your phone setup and how many booking rules you set. Texting has to wait for the carriers' approval, which is why that registration starts the day you sign up.
Who in my shop needs to be involved?
The owner, for the decisions: when Scout answers, booking rules and who gets urgent calls. Someone with admin access to your software, for the setup call. And whoever manages your phones, to turn on forwarding.
Still stuck? Talk to us or email [email protected].
See what's sitting in your book.
We'll walk through how Scout gets jobs booked and invoices paid.
