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.
2.29.6
October 14, 2026
INTRODUCING TEAM You built the perfect Smart Scope setup. Your company profile, your prompts, your price book, your templates, your forms. Now give it to your whole crew in one tap. SHARE YOUR SETUP Open Settings → Team, pick what to share, and publish. Invite anyone on your crew by text or email. They tap the link, Smart Scope loads your company profiles, Claude AI prompts, price book, tags, email and text templates, objectives, custom fields, checklists, digital forms, surveys, fillable PDF forms, and integration settings. No retyping. No screenshots of your price list. They're estimating like you in minutes. ONE SOURCE OF TRUTH Raise a price, tweak a prompt, add a form. Tap Publish Update and every member gets it automatically the next time they open the app, with a progress bar so they know it landed. Items you share are read-only on their devices, so your setup stays your setup. SHOW THEM ONLY WHAT THEY NEED Hide Features lets you turn off any area or Settings page for your team. Keep the field crew on estimating and Site Walk. Keep Integrations, Payments, and the Price Book editor to yourself. SHARE YOUR AI KEYS, SAFELY Optionally share your Claude and OpenAI keys and integration credentials. They're encrypted on your phone before they leave it, and the key that unlocks them travels only in the invite link. Our servers store them but can't read them. SEE WHO'S CURRENT Your member list shows who's joined, when they were last seen, and whether they're up to date. Someone leaves the company? Remove Access takes your settings off their device on their next launch, or lock Smart Scope on it entirely until you say otherwise. Team members need their own Smart Scope subscription. Everything they create stays theirs. ALSO IN THIS RELEASE • Invite links open Smart Scope directly from Messages and Mail • Full Spanish localization for Team and the Site Walk floor plan tools • Faster, more reliable Settings for teams of every size Built in Ohio by people who actually use it. O-H!
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.
