Scope jobs, build line-item estimates, track profitability, and get paid — all from your phone. Just speak and let AI do the rest.
From voice to paid invoice in minutes. No spreadsheets, no guesswork, no double entry.
Describe the job in your own words. Claude AI extracts customer details, builds scope notes, and identifies line items from your price book.
Adjust line items, set payment schedules, add photos, capture signatures. See profitability and margins in real time before you send.
Share branded PDF estimates via email, text, or customer portal. Collect e-signatures and payments directly through the app.
Just describe the job with your voice. Claude AI extracts customer details, builds a detailed scope of work, and generates line items from your price book — instantly.
Talk naturally about the job. AI turns your words into a structured scope with line items and pricing.
AI generates detailed scope-of-work descriptions your customers can actually understand.
AI analyzes your scope notes and photos, then generates matching line items from your price book in seconds.
See materials vs. labor costs, profit margin, and total profitability for every estimate — before you send it. Adjust pricing on the fly with real-time sliders.
Materials vs. labor breakdown with live profit margin calculation per job.
Milestone-based payment schedules with deposit and balance tracking — scope acceptance to job completion.
Slide to adjust materials and labor pricing with percentage-based markups. See the impact instantly.
Scope notes, site conditions, photos, line items, payment schedules, and signatures — everything for a complete, professional scope of work.
Primary and alternate contacts, company info, location with map integration, and scope summaries — all linked to each estimate. One tap to text, call, or email.
Primary and alternate contacts with name, company, phone, email, and import from device contacts.
See customer locations on Apple Maps with one-tap directions. Address auto-populated from scope data.
Text, call, or email customers directly from their profile. All activity logged automatically.
Every text, call, email, note, and status change logged automatically with timestamps. Follow-up objectives and reminders keep you on track.
Activity types tracked
PDF accent color presets
AI-generated price book items
Days free — the whole enchilada
Pre-built email and text templates with merge fields for personalized outreach. Welcome, appointment, scope completed, follow-up, and thank you templates ready to go.
Create, edit, reorder, and activate/deactivate templates. Each template supports both email and text message formats.
Auto-insert customer names, company, phone, email, address, and more for personalized outreach at scale.
Send directly from the app. All sent messages logged automatically to the customer activity timeline.
Day, week, work week, and month views with scheduled estimates and follow-up reminders. Syncs with your device calendars.
Real-time notifications when customers view proposals, sign scopes, send messages, or make payments. Full visibility into your pipeline without chasing anyone.
Enter your trade and let AI generate materials and labor items with rates, costs, and tags. Surcharges, discounts, percentage adjustments, and taxable item controls all built in.
Type your trade, choose material and labor counts. AI generates items with descriptions, rates, costs, and tags.
Add percentage-based surcharges and discounts. Mark items as taxable. Full control over your pricing structure.
Set your cost and rate separately for every item. See your markup and margin before you add it to a scope.
Your company name, logo, accent color, email signature, and PDF branding. Eight preset accent colors or a custom color picker. Your estimates look like your brand.
Six KPI metrics with sparkline charts, activity analytics with counts and percentages, and shareable reports. Filter by month, quarter, or custom date ranges.
New in SmartScope v2 — a complete toolkit designed around how contractors actually work.
Real-time KPIs -- total estimates, value, average value, materials, labor, and margin with sparkline charts.
Payment received, portal visited, scope signed, proposal viewed — all in one feed with review tracking.
Day, week, work week, and month views. Follow-ups and scheduled estimates at a glance.
Pre-built email and text templates with merge fields for personalized customer outreach.
Text, number, date, dropdown, multi-select, checkbox, checklist, URL — show on PDFs and in filters.
Set next objectives, schedule follow-up dates, and never lose track of any customer interaction.
QuickBooks Online, NetSuite, and Smart Service integrations coming soon for seamless financial sync.
Filter by follow-up objective, date, schedule, custom fields, and more. Full control over your pipeline view.
Live call timer, objective tracking, result logging, and automatic activity recording. All from within the scope.
Accept Visa, Mastercard, and Amex directly in the app with surcharging options to offset processing fees.
Export branded dashboard reports with key metrics, pipeline data, and detailed estimate breakdowns.
Customers review, approve, sign, and pay online. Track views and interactions in real time.
Stop juggling spreadsheets, Word docs, and text threads. SmartScope replaces the chaos with one streamlined workflow.
Field-tested by trade professionals across the country.
★★★★★
“I used to spend 45 minutes writing up estimates after every site visit. Now I talk into my phone on the drive home and it’s done before I pull into the driveway.”
★★★★★
“The profitability tracking alone saved me from underbidding a $22K job. I can see my margins before I even send the estimate. Game changer.”
★★★★★
“My team runs three different service companies. Having separate branding and price books for each one in a single app is exactly what we needed.”
Enterprise grade AI tools that crush the time it takes to scope work, and become your customers biggest fan. Start with 45 days free.
Billed annually, then $69.99/mo
Enterprise grade AI tools that crush the time it takes to scope work, and become your customers biggest fan.
45-day free trial included. No credit card required to start.
Save 28% ($240/year)No commitment, cancel anytime
Enterprise grade AI tools that crush the time it takes to scope work, and become your customers biggest fan.
45-day free trial included. No credit card required to start.
Smart Scope works for any field service trade -- plumbing, HVAC, electrical, roofing, landscaping, painting, general contracting, and more. The AI price book generator creates items specific to your trade, and you can customize everything to match your workflow.
Just talk naturally about the job. Describe the customer, the work needed, and any details. Claude AI transcribes your voice, extracts customer information, generates detailed scope-of-work notes, and matches line items from your price book -- all in seconds.
SmartScope is currently available as a native iOS app. An Android version is on the roadmap. Sign up for updates to be notified when it launches.
After 45 days, Smart Scope switches to view-only mode. All your data is preserved -- you can still view estimates, contacts, and history. Subscribe to any plan to re-enable full functionality instantly.
Yes. Smart Scope supports Visa, Mastercard, and American Express. Customers can sign and pay directly from the online portal. Payments deposit directly to your bank account, and you can use surcharging to offset processing fees.
QuickBooks Online, NetSuite, and Smart Service integrations are currently in development and will be available in a future update. These will sync invoices, customers, and payments between systems.
Download Smart Scope and send your first AI-powered scope in minutes. 45 days free — the whole enchilada.
AI-powered scoping and estimating for field service professionals. Scope jobs, send estimates, track profitability, and get paid — all from your phone.
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