Streamline your business by converting voice notes into detailed, professional estimates in seconds. This app extracts customer information, builds scopes of work, and matches items from your price book, helping you get paid faster.
2.26
September 10, 2026
Get Paid Like a Pro This update is all about locking in the money — and keeping you in the loop. Card on File - When customers sign and pay their Scope Acceptance, they can now securely save their card or bank account for future work. One tap to authorize, and it's vaulted into their stored payment methods. Future invoices just got effortless. Require Payment Method on File - No deposit? No problem. For jobs without an upfront payment, you can now require customers to securely put a card or ACH account on file before they can sign. They commit, you're covered — no charge until you say so. Quo Texts, Front and Center — Customer texts through Quo now land in your notification feed as live, rolling conversations. See every reply the moment it arrives - never miss a message from the field again. Webhooks — Connect Smart Scope to anything. Push complete scope data to your own endpoints the instant a scope is saved, with built-in API docs you can view and send to your developer. Also in this release • Sales tax and custom fields now appear on every emailed, texted, and shared PDF • Smoother merchant setup for Smart Service CLOUD users • A cleaner, safer signed-signature experience Update now - and go close something.
More12 months of Smart Scope usage
Smart Scope is a business application designed to help tradespeople and contractors create professional estimates quickly. It uses AI to convert voice descriptions of jobs into detailed line-item estimates, complete with pricing and profit margins.
Smart Scope utilizes AI, specifically Claude AI, to transcribe voice notes, extract customer details, build a scope of work, and match job items with your price book. It can also generate a price book and assist with business card and receipt scanning.
Smart Scope is built for plumbers, HVAC techs, electricians, roofers, landscapers, painters, and general contractors, or any trade that needs to scope work and get paid fast.
Yes, you can customize your estimates by adding your logo, choosing an accent color, and customizing your email signature and PDF layout. The app also allows for customization of your price book with surcharges, discounts, and taxable item controls.
Smart Scope allows you to share branded PDF estimates via email or text, and customers can review, approve, sign, and pay online using Visa, Mastercard, and Amex. It also provides real-time notifications on customer actions and payment status.
Smart Scope offers a free 45-day trial with no credit card required, including all features. After the trial, a subscription is required, with plans including a monthly option for $69.99 and an annual option for $599.99.
Smart Scope is supported on iPhones and iPads, indicated by its compatibility with these devices.
The latest version of Smart Scope is 2.6, and it was last updated on July 19, 2026. This indicates a relatively frequent update cycle for the application.