Smart Scope: AI Estimating

Stop writing estimates the hard way. SmartScope turns your voice into professional, line-item estimates in seconds. Describe the job on the drive home — Claude AI extracts the customer details, builds a full scope of work, and pulls matching items from your price book before you hit the driveway.

Built for plumbers, HVAC techs, electricians, roofers, landscapers, painters, and general contractors — any trade that needs to scope work and get paid fast.

SPEAK IT. SCOPE IT. SEND IT. Talk naturally about the job. AI transcribes your voice, generates detailed scope notes your customers actually understand, and matches line items with pricing — instantly.

TALK TO YOUR BUSINESS. IT TALKS BACK. Ask what's open, who owes you, and what Tuesday looks like — typed or completely hands-free — and SmartScope answers from your real data. Then it acts: drafts the text, records the payment, opens the estimate. You approve everything before it happens.

KNOW YOUR MARGINS BEFORE YOU SEND See material vs. labor costs and your profit margin in real time, right on the estimate. Use live pricing sliders to adjust markups on the fly and know exactly what you're making before you hit send.

YOUR PRICE BOOK IN SECONDS Enter your trade and let AI generate a full price book with materials, labor, rates, and tags. Fully customizable with surcharges, discounts, and taxable item controls.

EVERYTHING FOR A COMPLETE SCOPE Add site photos with AI inspection, capture e-signatures in the field, set milestone-based payment schedules, and attach custom fields — all from one screen.

TOOLS NOBODY ELSE SHIPS Fillable PDF forms — upload any inspection report or compliance cert and AI maps its fields to your data. Techs answer a guided checklist, fully offline, and out comes a pixel-perfect PDF attached to the estimate.

GET PAID FASTER Share branded PDF estimates via email, text, or your customer portal. Customers can review, approve, sign, and pay online. Accept Visa, Mastercard, and Amex with optional surcharging to offset processing fees.

STAY ON TOP OF EVERY JOB Real-time notifications when customers view your proposal, sign a scope, or make a payment. Full activity log — every call, text, email, and note recorded automatically with timestamps.

PLAYS WELL WITH YOUR OFFICE Push a finished scope to QuickBooks as an estimate or invoice, into Smart Service CLOUD, or straight to a job in ServiceTitan — no double entry, no rebuilding the same estimate twice. Apple Maps, device calendars, and contacts are built in.

YOUR BRAND. YOUR BUSINESS. Add your logo, choose an accent color, and customize your email signature and PDF layout. Each estimate looks like it came from your company, not a generic app.

YOUR DATA STAYS YOURS Export everything in one tap, anytime. No contracts, no lock-in. When a trial or subscription ends, nothing gets deleted.

BUILT FOR HOW YOU WORK

• Voice-to-scope with Claude AI
• Data Chat and hands-free conversation mode
• AI-generated price book
• Real-time profitability tracking
• Fillable PDF forms that work offline
• On-device knowledge base with cited answers
• Customer portal with e-signature and payments
• Built-in CRM with 17+ tracked activity types
• Calendar with iCloud and Google sync
• Correspondence templates with merge fields
• Analytics dashboard with KPI charts
• Business card and receipt scanning with AI
• QuickBooks, ServiceTitan, and Smart Service integrations
• Multiple business units and trades
• Custom trade vocabulary

SmartScope runs on your own Claude API key, so you pay AI costs at cost with no markup from us. Subscription required after the 45-day trial.

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