AI-Powered Scoping From Your Voice
Scope jobs, build line-item estimates, track profitability, and get paid — all from your phone. Just speak and let AI do the rest.
Three steps to your first scope.
From voice to paid invoice in minutes. No spreadsheets, no guesswork, no double entry.
Speak the Scope
Describe the job in your own words. Claude AI extracts customer details, builds scope notes, and identifies line items from your price book.
Review & Customize
Adjust line items, set payment schedules, add photos, capture signatures. See profitability and margins in real time before you send.
Send & Get Paid
Share branded PDF estimates via email, text, or customer portal. Collect e-signatures and payments directly through the app.
Speak it. Scope it. Send it.
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.
Voice-to-Scope
Talk naturally about the job. AI turns your words into a structured scope with line items and pricing.
Smart Scope Notes
AI generates detailed scope-of-work descriptions your customers can actually understand.
AI Line Item Generation
AI analyzes your scope notes and photos, then generates matching line items from your price book in seconds.
Know your margins before you start.
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.
Real-time Profit Tracking
Materials vs. labor breakdown with live profit margin calculation per job.
Payment Schedules
Milestone-based payment schedules with deposit and balance tracking — scope acceptance to job completion.
Pricing Adjustments
Slide to adjust materials and labor pricing with percentage-based markups. See the impact instantly.
Complete scoping from one screen.
Scope notes, site conditions, photos, line items, payment schedules, and signatures — everything for a complete, professional scope of work.
Grouped Line Items
Organize by Interior/Exterior, Good/Better/Best, or custom groups. Material and labor items with tax tracking.
Photo Documentation
Attach site photos directly to scopes with descriptions. Camera or library.
Digital Signatures
Capture customer signatures on-site. Timestamped and stored directly within the scope.
Every customer detail at a glance.
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.
Contact Profiles
Primary and alternate contacts with name, company, phone, email, and import from device contacts.
Map Integration
See customer locations on Apple Maps with one-tap directions. Address auto-populated from scope data.
Multi-Business Units
Assign customers to different business units. Switch companies on the fly for multi-brand operations.
Full audit trail for every job.
Every text, call, email, note, and status change logged automatically with timestamps and durations. Follow-up objectives and reminders keep you on track.
Call Timer & Logging
Make calls from within the app with a live timer, call objective, result notes, and auto-saved activity records.
Follow-up Reminders
Set next objectives with dates and times. Overdue follow-ups surface in your calendar and notifications.
17+ Activity Types
Phone calls, texts, emails, notes, status changes, portal visits, payments, signatures, and more — all tracked per scope.
17+
Activity types tracked
8
PDF accent color presets
30
AI-generated price book items
45
Days free — the whole enchilada
Reach customers without leaving the app.
Pre-built email and text templates with merge fields for personalized outreach. Welcome, appointment reminder, scope completed, follow-up, and thank you templates ready to go.
Template Library
Create, edit, reorder, and activate/deactivate templates. Each template supports both email and text message formats.
Merge Fields
Auto-insert customer names, company, phone, email, address, and more. Primary and alternate contact fields available.
Share Reports
Export dashboard reports with filters, key metrics, pipeline data, and detailed estimate breakdowns. Share via email, text, or more.
Your schedule, your scopes, one view.
Day, week, work week, and month views with scheduled estimates and follow-up reminders. Customer names, amounts, and color-coded events at a glance. Syncs with your device calendars.
Four Calendar Views
Day, week, work week, and month. Toggle between them instantly to see your schedule your way.
Follow-up Alerts
Follow-up reminders appear as calendar events. Overdue alerts are highlighted so you never miss a deadline.
Calendar Sync
Connect iCloud, Google, or any device calendar. Filter which calendars to show — SmartScope events, follow-ups, and personal events all in one place.
Know the moment a customer acts.
Real-time notifications when customers view proposals, visit portals, sign scopes, send messages, or make payments. Full visibility into your pipeline without chasing anyone.
Proposal Tracking
Know when a customer opens your email, views the proposal online, and how long they spend reviewing it.
Digital Acceptance
Customers can review, approve, and sign scopes directly from the online portal. No printing, scanning, or faxing.
Payment Notifications
Instant alerts when payments are received. Accept Visa, Mastercard, and Amex with direct deposit to your bank account.
Your entire price book — built in seconds.
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.
AI Price Book Generator
Type your trade, choose material and labor counts. AI generates items with descriptions, rates, costs, and category tags.
Color-coded Tags
Material, Labor, Adjustment, Inspect, Install, Maintenance, Repair — organize and filter with custom tag colors.
Groups & Options
Good/Better/Best, 2-option plans, Interior/Exterior — present clear pricing tiers to your customers.
Make it yours. Every detail.
Upload your logo, set your brand colors, customize vocabulary, and control exactly what appears on your PDF estimates. Multi-company support for businesses managing multiple brands.
PDF Theme Colors
8 preset accent colors plus a custom color picker. Your estimates look like your brand.
Custom Vocabulary
Call it an Estimate, Proposal, Inspection, Contract, or Invoice — the app adapts its terminology to your business.
Multi-Company Support
Separate logos, contact info, and branding per company. Switch between them instantly with a default company setting.
Data that drives decisions.
Real-time KPI dashboard with total estimates, value, average value, materials, labor, and margin. Filter by time period, tag, or company. Export shareable PDF reports with pipeline breakdowns and detailed estimate data.
KPI Dashboard
Six key metrics with sparkline charts. Filter by This Month, Last Month, This Quarter, Last Quarter, or custom date ranges.
Activity Analytics
Track phone calls, text messages, emails, and notes with counts, percentages, and trend sparklines per activity type.
PDF Reports
Export branded reports with key metrics, pipeline tables, and detailed estimate breakdowns. Share with managers via email or text.
Everything a pro needs. Nothing they don't.
New in SmartScope v2 — a complete toolkit designed around how contractors actually work.
Analytics Dashboard
Real-time KPIs — total estimates, value, average value, materials, labor, and margin with sparkline charts.
Smart Notifications
Payment received, portal visited, scope signed, proposal viewed — all in one feed with review tracking.
Built-in Calendar
Day, week, work week, and month views. Follow-ups and scheduled estimates at a glance.
Correspondence Templates
Pre-built email and text templates with merge fields for personalized customer outreach.
Custom Fields
Text, number, date, dropdown, multi-select, checkbox, checklist, URL — show on PDFs and in filters.
Follow-up System
Set next objectives, schedule follow-up dates, and never lose track of any customer interaction.
Integrations
QuickBooks Online, NetSuite, and Smart Service integrations coming soon for seamless financial sync.
Advanced Filters
Filter by follow-up objective, date, schedule, custom fields, and more. Full control over your pipeline view.
In-App Call Logging
Live call timer, objective tracking, result logging, and automatic activity recording. All from within the scope.
Payment Processing
Accept Visa, Mastercard, and Amex directly in the app with surcharging options to offset processing fees.
PDF Reports
Export branded dashboard reports with key metrics, pipeline data, and detailed estimate breakdowns.
Customer Portal
Customers review, approve, sign, and pay online. Track views and interactions in real time.
Why contractors switch.
Stop juggling spreadsheets, Word docs, and text threads. SmartScope replaces the chaos with one streamlined workflow.
Built by contractors, for contractors.
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. One simple plan.
Enterprise grade AI tools that crush the time it takes to scope work, and become your customers biggest fan. Start with 45 days free.
Enterprise grade AI tools that crush the time it takes to scope work, and become your customers biggest fan.
Buy Now and Save 28%45-day free trial included. No credit card required to start.
Enterprise grade AI tools that crush the time it takes to scope work, and become your customers biggest fan.
Choose Plan45-day free trial included. No credit card required to start.
Common questions.
What trades does SmartScope support?
SmartScope 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.
How does the AI voice-to-scope feature work?
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.
Is SmartScope available on Android?
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.
What happens after the 45-day trial?
After 45 days, SmartScope 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.
Can I accept payments through SmartScope?
Yes. SmartScope 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.
Does SmartScope integrate with QuickBooks?
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.
Stop guessing. Start scoping.
Download SmartScope and send your first AI-powered scope in minutes. 45 days free — the whole enchilada.