The three-second read, and the tag that follows it back to the job.
A badge is a quick flag your office decides to turn on. It tells the tech the posture to walk up with, and — if you want — it applies a tag to the job in ServiceTitan or Housecall Pro so the office can find those jobs later.
Settings
BadgesPriorityPACE-fitVeteranStormThe four badges
| Badge | What triggers it | What it tells the tech | In your software |
|---|---|---|---|
| Priority | Your office's rule — for example, high-value job types or repeat customers | Prepare more. Don't rush this one. | Applies the tag you chose to the job |
| PACE | The property is in a county where PACE financing is available and the home appears to fit | The financing conversation is on the table — for the office and dispatcher to know | Applies your chosen tag |
| Veteran | Household indicators suggest a veteran in the home | Lead with respect. Mention the discount if you have one. | Applies your chosen tag |
| Storm | A hail, wind or severe weather event was recorded near the address recently | Ask about the roof, the outdoor unit, the panel. Insurance may be involved. | Applies your chosen tag |
Why tags matter
A badge on a brief helps one tech on one visit. A tag on the job helps the office for the rest of the year. Filter your scheduling software by Storm and you have the list of every visit the April hail drove. Filter by Priority and you have the visits worth a manager's ride-along. Filter by Veteran and your marketing knows who to thank.
Set the tag names once under Settings › Badges — use names that already exist in your software if you have them — and every badge writes its tag at the moment the brief is built.
Setting them up
Decide which badges are on
Most shops turn on Priority and Storm on day one. Veteran is common. PACE only applies in eligible counties — ask support to enable it for yours.
Write the Priority rule
Job types, repeat customers, or both. Keep it to the visits that genuinely deserve more preparation.
Name the tags
The exact tag names in ServiceTitan or Housecall Pro you'd like each badge to apply. Optional — a badge can show on the brief without writing anything back.
Who it's for
What the owner gets
Tags in your own software that make storm jobs, priority visits and veteran households findable without a spreadsheet.
What the office gets
The three-second read on the board: which jobs deserve a closer, which ones a storm-savvy tech, which ones a financing conversation the office should know about.
What the tech gets
The posture to walk up with — before reading a word of the brief.
Questions people ask
Will ServiceScout overwrite my existing tags?
No. Notes and tags are added, never overwritten. Your team's notes and tags are never touched.
Which badges apply to Jobber and JobNimbus?
Badges show on the brief for every account. Tag write-back to the job is available for ServiceTitan and Housecall Pro today.
Should technicians bring up PACE at the door?
No. The PACE badge is a financing-fit flag for the office and the dispatcher to know about. Financing decisions belong to lenders; nothing in ServiceScout approves, denies or scores anyone.
Can the Storm badge trigger a tag for roofing only?
The Storm badge fires for any trade when a recent event is close. Which tag it writes — and whether it writes one at all — is your choice under Settings › Badges.
Keep reading
See a Scout Brief built on a real appointment from your schedule.
A 30-minute walkthrough. We pick a recent sales visit, build the brief and the audio, and walk through Today's Play as if your tech were about to knock. You decide if it changes the call.