Scout Pro Feature

Customer Management CRM

A full customer database built for contractors — job history, contact details, notes, communication log, and SMS messaging, all in one place.

Try Scout Pro Free — $49/month

Everything You Need to Know About Every Customer

Every customer in Scout Pro has a complete record: contact information, service address, all past jobs (with dates, job types, and photos), all estimates and invoices (with payment status), notes you've added, and a full communication log of every text sent and received.

When a customer calls, you see their full history before you even answer. When you're on-site, you can pull up the last job's photos and notes on your phone. When you need to follow up with someone who got a quote but didn't book, you can filter by estimate status and reach out in seconds.

Customers can be imported from a CSV file. Multiple contacts can be stored per customer (useful for businesses with office and field contacts). Referral tracking lets you see which customers are sending you new business.

Customer CRM Features in Scout Pro

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Full customer database

Name, address, phone, email, notes, and multiple contacts per customer.

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Complete job history

Every past job stored chronologically with dates, status, and photos.

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SMS messaging

Text customers directly from the app. Replies come back to Scout Pro.

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Auto follow-up texts

Automatically send a follow-up message after every completed job.

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Activity feed

Full log of every interaction: jobs, messages, estimates, payments.

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CSV import

Import your existing customer list from a spreadsheet.

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Export

Export your customer list and history at any time.

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Referral tracking

Track which customers referred new business to you.

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Google review requests

Auto-send review request links after completed jobs.

Included in Scout Pro — $49/month

Full customer CRM, SMS messaging, and auto follow-ups — all included. Unlimited customers.

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