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.
2.29.2
September 25, 2026
Introducing Floorplan - your building plans, brought to life. Snap a photo of any floor plan during a Site Walk and start dropping pins. Choose from ~50 fire protection and MEP symbols, each one geo-stamped the moment you place it. Walk the building and watch your live position track across the plan. Multiple floors? Covered. When you're done, export the whole thing to a polished PDF. Barcode scanning comes to Forms. The new Barcode field type puts a live camera scanner right inside Digital Forms and PDF Forms - point, beep, captured. Equipment serials, model numbers, and asset tags: no more typing them in with gloves on. Claude 5 has arrived. Smart Scope's AI now runs on the all-new Claude 5 lineup, featuring a single model picker so you always choose from the latest and greatest. Send forms your way. Completed digital forms now have a Send button with your choice of HTML or PDF -automatically styled in your company's theme color so everything that leaves the app looks like you. Plus: silky-smooth drag-to-reorder in the form and checklist editors, and a fix for scope chat occasionally creating a duplicate estimate.
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.
