A brief for the job that isn't in your software yet.
Most briefs build themselves from your schedule. These are for everything else: the referral your best tech got at church, the walk-in at the counter, the four hundred addresses on the streets a hailstorm hit last night.
Generate
Briefs › GenerateTwo ways to brief a job you booked by hand
Brief by hand for any address
Type an address and a customer name. Add the call notes if you have them — they matter more than anything else to the play. You get the same brief a synced job would: the homeowner, the home, the system, the neighborhood, weather, and about 90 seconds later, Today's Play and the card.
Bulk Upload
Upload a list and get a brief for each address. Built for a mailer you want your canvassers to know before they knock, a neighborhood you're working, or a storm response where every house on the street is a visit waiting to happen.
Where it earns its keep
- ReferralsWarm leads
- A homeowner hands your tech a neighbor's address. Brief it before the callback, so the first conversation already knows the house.
- Walk-ins and phone bookingsOutside your software
- A job booked by text to the owner's cell or on a paper ticket. Brief it by hand; it gets audio when you assign it.
- Storm responseBulk
- After hail or wind, upload the affected streets. Every address gets storm date and distance, roof age from permits, and the play — usually Trust, because three companies have already been at the door. Storm response.
- Mailers and canvassBulk
- A brief for every address on the list, so the canvasser knows the tenure, the home's age and the likely system before ringing the bell.
- Existing customersMaintenance visits
- Whole-home plumbing checks, water heater flushes and HVAC tune-ups are the best chance you'll get to find the equipment that's on its last year. Brief them; run Trust by default.
Same brief, same rules
A brief made by hand is built from the same four sources as a synced one — your notes, public property records, licensed household data, and weather and storm records — and carries the same house rules: nothing is shown to a customer, nothing approves or scores anyone, and data providers are never named. It appears in History, it can be revised, and it counts in close rate once you assign a tech and record the outcome.
Who it's for
What the owner gets
Coverage for the jobs that never hit the schedule cleanly, and a storm-response tool that turns a street list into a briefed canvass overnight.
What the office gets
Briefs › Generate for the odd job; Bulk Upload for the list. Both land on the Dispatch board like any other brief.
What the tech gets
Techs with a login can generate a brief for an address themselves — the referral in the truck gets a brief before the callback.
Questions people ask
Does a manual brief get Today's Play and the card?
Yes. It's built by the same process as a synced job. The brief arrives in about ten seconds; the play and the Before You Knock card follow about 90 seconds later on accounts where plays are on.
Does it get Scout Audio?
Audio is made when a technician is assigned, in that technician's name. Assign the job on the Dispatch board and the audio follows.
What format does Bulk Upload take?
A simple list — one address per row, with a customer name and notes if you have them. Each row becomes its own brief with its own link.
Do manual briefs count in close rate?
Once a tech is assigned and the outcome is recorded — sold, not sold, estimate open — yes, the same way as any other briefed visit.
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.