Read it in under two minutes. Then do one thing.
Nobody should have to log in to know what's going on. The Morning Brief judges every number three ways — against the tech's own last 28 days, against techs in the same role, and against the company trend — then tells you what to act on today and what to watch for two weeks.
Morning Brief
Morning Brief · Thu Aug 27- Priya closed 3 of 4 replacement estimates — her best week.
- Company close rate 49% over 7 days, above the 30-day line.
- Storm-badged visits ran 8/9 with briefs opened before arrival.
How it decides what to tell you
- Three baselinesSo a bad Tuesday isn't a problem
- Every number is judged against the tech's own last 28 days, against techs in the same role, and against the company trend. One slow day against all three is noise; one slow week against all three is a pattern.
- Two lanesAct today · watch for two weeks
- A fast-lane concern is a 'do something today': unopened briefs before visits, a tech whose close rate fell off a cliff, an integration that went quiet. A slow-lane concern is a pattern: a tech consistently weak on one play, a job type that's leaking.
- The positivity ruleAt least three wins, at most two concerns
- A win is worth thirty seconds in the morning huddle. People repeat what gets noticed. Concerns are capped so the brief stays something you'll actually read.
- Today's boardAt a glance
- How many sales visits, how many need a tech, which plays carry the biggest tickets today and whether they're with closers.
Then do one thing
Pick up the phone
Unopened briefs before visits, a tech whose close rate fell off a cliff, an integration that went quiet. Today.
Set a ride-along, revisit in two to three weeks
A tech consistently weak on one play, a job type that's leaking. Don't coach on a Tuesday. Let the brief tell you whether it moved.
Thirty seconds in the huddle
'Priya closed three of four replacements — her best week.' Say it out loud.
The same math as everything else
The Morning Brief reads from the same outcomes and uses the same close-rate math as the Performance hub, Ask Scout, the Sales Plays report and the technician profile. If two screens ever disagree, the difference is the date range, not the formula. Wins and concerns by trade and by play come from the same data that fills the Sales Plays report.
Who it's for
What the owner gets
A shop where the owner reads the Morning Brief and asks one question a week about dispatch gets a very different result from a shop where the reports exist and nobody looks.
What the office gets
The start of the day: the fast-lane phone call, then the Needs tab.
What the tech gets
Their best week, noticed out loud in the huddle. And a ride-along that was set because of a pattern, not a Tuesday.
Questions people ask
When does the Morning Brief arrive?
Every morning, on the Home screen — and, if you turn on delivery under Settings, on your phone or in your inbox before the day starts.
Why at most two concerns?
Because a list of ten concerns gets skimmed and a list of two gets acted on. The brief caps concerns and guarantees at least three wins so it stays something you'll read every day.
What's the difference between the fast lane and the slow lane?
Fast lane is 'do something today' — an unopened brief before a visit, an integration that went quiet, a tech whose number fell off a cliff. Slow lane is a pattern worth a ride-along and a two-to-three-week look, not a Tuesday conversation.
Can I ask it a follow-up question?
That's what Ask Scout is for. Type the question in plain English under Help and get the answer from your real numbers. Ask Scout.
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.