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.
2.15
August 18, 2026
Meet your new AI office manager. This is the biggest feature we've ever added to Smart Scope. Introducing Chat — your entire business, one conversation away. Stop scrolling. Stop searching. Just ask. • "What's open for the Hendersons?" — instant answers from your estimates, price book, calendar, and site walks • "What's my week look like?" — your schedule, summarized in seconds • Tap and go — jump straight from the conversation to a customer, an estimate, or a fresh note • Build estimates by talking — create and update jobs right in the chat. You approve every change before it touches your books. • It never forgets — your conversation is saved, so pick up right where you left off It's like hiring a back-office assistant who already knows every job you've ever run — and works for free, from your pocket, 24/7. Try it today: open the Dashboard and start talking. Magic AI Drafting — Everywhere You Prep Let Magic write the first draft for you: • Draft customer texts and emails right from template selection in Review Scope • Generate call objectives when preparing for a phone call • Create AI drafts for notes and on-site visit preparation Smarter Customer Import • Combine separate name and address columns into a single customer record • Map social media profiles during import • Map a Tags column — new tags are created automatically • Preview individual records with a slider and review a pre-import summary before anything is saved Site Walk Improvements • Site Walks now appear as activities, and you can reopen one directly from the Activity list • Finishing a Site Walk with an active Eyes On session now prompts you to end it first, so nothing is left running
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.