Smart Scope: AI Estimating

Stop writing estimates the hard way. SmartScope turns your voice into professional, line-item estimates in seconds. Just 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.

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.

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.

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.

BUILT FOR HOW YOU WORK Voice-to-scope with Claude AI AI-generated price book Real-time profitability tracking Customer portal with e-signature and payments Built-in CRM with activity logging Calendar with device sync Correspondence templates with merge fields Analytics dashboard with KPI charts Business card and receipt scanning with AI Multiple business units and trades Custom trade vocabulary

FREE 45-DAY TRIAL Start your trial with no credit card required. Every feature included from day one — the whole enchilada. SmartScope requires your own Claude API key for AI features. Subscription required after the 45-day trial.

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