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🚀 A new version of LandScout is available!

User Agreement

Please review and accept the following agreements to continue

🚀 What's New

?
User
✓ My Tasks
📋 Activity Summary
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Add Task

👥 Client Team

SEARCH EXISTING USERS

OR INVITE NEW USER

CLIENT TEAM MEMBERS

No team members added to this client yet

⚙️ Client Settings

Client Name
Agent Visibility Default
Default agent visibility for projects under this client. Projects can override individually.

🚀 New Project Setup

1
Details
2
Industry
3
Templates
4
Parcels
5
Team
Project Details
Enter the basic information for this project.
Industry & Pipeline
Select an industry preset to configure pipeline statuses and terminology.
Statuses Preview:
You can customize statuses later in Project Settings.
Document Templates
Upload templates for agreements, memos, and other documents. AI will identify where to insert data.
📄
Drop file or click to browse
PDF or Word (.pdf, .docx)
Skip for now - use default templates
Parcel Data
Upload a shapefile containing parcel boundaries and owner information.
🗺️
Upload Parcel Shapefile
ZIP file containing .shp, .dbf, .shx files
Skip for now - add parcels later
Team Members
Add team members who will work on this project. You can add more later.
Skip for now - add team later

👥 Team Management

SEARCH EXISTING USERS

OR INVITE NEW USER

CURRENT AGENTS

No agents added yet

ASSIGNMENT TOOLS

Create Channel

Channel Members

New Message

⚙️ Account Settings

PROFILE

Email
Display Name

CHANGE PASSWORD

New Password
Confirm Password

ROLE

👤
Agent
Contact an admin to change your role

⚙️ Account Settings

PROFILE

Full Name
Email

CHANGE PASSWORD

New Password
Confirm Password

📱 SMS NOTIFICATIONS

Receive text messages when you get LandScout notifications (assignments, mentions, etc.)

Phone Number

👥 User Management

INVITE NEW USER

Send an invitation to allow a new user to sign up.

Email Address
Role

PENDING INVITATIONS

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REGISTERED USERS

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📝 Generate Document

SELECT DOCUMENT TEMPLATE

Upload a template in Project Settings to generate agreements.

LANDOWNER INFORMATION

PARCELS TO INCLUDE

Select which parcels to include in this agreement:

DOCUMENT TERMS

Effective Date
Term

Permission grants access for activities as specified in the selected template.

SITE PLACEMENT MAP

Select a tool, then click or drag on the map to place points or draw areas.

0 points, 0 areas Click to place point

LICENSEE / COMPANY CONTACT

Company Name
Agent Name
Agent Title
Contact (Phone/Email)

ADDITIONAL PROVISIONS (Optional)

Add any custom terms or special conditions agreed upon with the landowner:

LANDOWNER SIGNATURE

By signing below, Landowner consents to the use of electronic signatures and grants permission as described above.

Landowner Signature
Not signed
Agent Signature (optional)
Not signed

☀️ Initial Contact Feedback - Solar

SECTION 1 — CONTACT INFORMATION

Agent Name
Date of Contact
Contact Method *
Who did you speak with?

SECTION 2 — INITIAL REACTION *

Overall receptiveness to solar project discussion:
Immediate outcome:

SECTION 3 — SOLAR PROJECT AWARENESS

Landowner's familiarity with solar lease agreements:
Has the landowner been contacted by other solar companies?
If contacted before, what was their experience?

SECTION 4 — LAND USE & CONCERNS

Current land use:
Primary concerns raised (if any):

SECTION 5 — COMPENSATION EXPECTATIONS

Did the landowner ask about compensation rates?
If discussed, what were their expectations?
Specific rate mentioned (if any):

SECTION 6 — DECISION PROCESS

Who makes decisions about the property?
Expected decision timeline:

SECTION 7 — INTERESTS & MOTIVATIONS

What interested them most about solar?

SECTION 8 — FOLLOW-UP ACTIONS *

Recommended next step:
Follow-up date:
Lead quality score:

SECTION 9 — CONVERSATION NOTES

Key points from conversation:
0/500

📄 Generate Documents

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📝 Agreement Templates

🗺️ Exhibit A (Map)

Generate a PDF map showing the owner's parcels with boundaries highlighted.

🔏 Remote Online Notarization

Checking RON eligibility...

Send the lease agreement for remote notarization. The landowner will receive an email to complete identity verification (photo ID + selfie), knowledge-based authentication, and sign with a live notary via video call.

💡 $25 per notarization • MISMO & SOC 2 compliant

☀️ Contact Pattern Analysis

Analyzing contact patterns across all owners...
This may take a moment

📄 Strategic Reports

📊
Monthly Objections
Top objections with messaging recommendations and scripts
🎯
Conversion Opportunities
Prioritized list of owners likely to convert
👥
Broker Performance
Individual insights and team best practices
📋
Weekly Summary
Status report for leadership review

🎯 Lead Scoring

Analyzing conversion potential...

⚖️ Workload Analysis

Analyzing team capacity...

⚙️ Configure Lease Terms

Choose which term categories to show on owner cards. Settings apply to all owners in this project.

⚙️ Manage Custom Fields

ADD NEW FIELD

Field Name
Field Type

EXISTING FIELDS

No custom fields created yet

🗺️ Geographic Auto-Assignment

Assign leads to agents based on owner mailing addresses to optimize door-to-door visits. Leads without geocoded addresses will use parcel location as fallback.

LOCATION STATUS

SELECT AGENTS TO INCLUDE

ASSIGNMENT OPTIONS

👥 Distribute Workload

Groups owners by geographic proximity based on mailing address for efficient travel routes. Each territory contains nearby owners. Assign agents to territories, then apply.

OPTIONS

TERRITORIES

TERRITORY MAP

✂️ Crop Map Image

Click and drag to select the map area. Release to set the crop region.

📋 Geocode Status

Status Owner Original Address Geocoded Location

🚗 Route Planning

Plan optimized driving routes for agents to visit their assigned landowners.

SELECT AGENT

⚙️ Settings

📧 @MENTION NOTIFICATIONS

Send email notifications when team members are @mentioned. Uses EmailJS (free: 200 emails/month).

EmailJS Public Key
EmailJS Service ID
EmailJS Template ID
📋 Template Variables:
{{to_email}} {{to_name}} {{from_name}} {{owner_name}} {{message}}

✉️ INVITATION EMAILS

Send invitation emails when adding new team members. Uses the same EmailJS account but a different template.

Invite Template ID
📋 Template Variables:
{{to_email}} - recipient email
{{to_name}} - recipient name
{{from_name}} - who invited them
{{role}} - their role (Admin/Agent)
{{invite_link}} - signup link

🔔 IN-APP NOTIFICATIONS

📱 SMS TEXT NOTIFICATIONS

Team members can opt in to receive SMS text messages for notifications via their Account Settings. Requires Twilio credentials configured in Netlify environment variables.

⚙️ Setup Required:
Add these environment variables in Netlify:
TWILIO_ACCOUNT_SID
TWILIO_AUTH_TOKEN
TWILIO_FROM_NUMBER (E.164 format, e.g. +15551234567)
Also requires phone and sms_enabled columns on the profiles table in Supabase.

🗺️ ARCGIS FEATURE SERVICE

Connect to ArcGIS Online to sync parcel data and status changes with Field Maps.

Feature Service URL
Layer Index
Status Field Name
Parcel ID Field (for matching)

✍️ DOCUSIGN E-SIGNATURES

Send agreements for electronic signature via DocuSign. Credentials are stored securely in Netlify environment variables.

⚙️ Setup Required:
Add these environment variables in Netlify:
DOCUSIGN_INTEGRATION_KEY
DOCUSIGN_USER_ID
DOCUSIGN_ACCOUNT_ID
DOCUSIGN_PRIVATE_KEY
🗺
Drop GIS files here
Shapefile (.zip), KMZ, KML, or GeoJSON
🔌 Regrid Connected

Upload coordinates (substations, well sites, etc.) to find nearby parcels. Results are added as Leads for outreach.

📍 Upload Coordinates
📄
Drop CSV here or click to browse
Required columns: lat, lon (or latitude, longitude)
⚙️ Search Parameters
1 mile
0 (adjacent) 10 mi
5 acres
0 100 acres
⚡ = Server-side filter (doesn't count against API quota)
Excludes Zone A, AE, AH, AO, V, VE (1% annual flood risk)

⚙️ Project Settings

Quick Setup
Apply a pre-configured set of pipeline statuses and terminology for your industry.
Project Mode
Choose how parcels are organized. Owner mode groups parcels by landowner. Parcel mode treats each parcel individually (recommended for oil & gas where mineral ownership differs from surface ownership).
Each parcel managed individually with its own mineral owner
Convert Existing Data
If you've already imported data and want to change modes, use these buttons to reorganize your existing data.
Use this if surface owners show parcel IDs instead of owner names
Removes orphaned records left over from mode conversions (fixes double entries)
Finds parcels with missing geometry and tries to restore from Regrid tiles (must be zoomed in on the map)

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Map Layers