Quote the repair and the replacement before you leave the driveway.
No-cool call or full system swap — Smart Scope turns photos of the equipment into a priced, professional HVAC estimate while you're still on-site.
Built for the busy season
When it's 95 out and the no-cool board is stacked ten deep, the last thing you have time for is paperwork. Smart Scope keeps quoting, approval, and payment moving as fast as your route sheet.
Repair vs. replace, side by side
Build Good / Better / Best or Repair / Replace options in one estimate. The homeowner compares real numbers and picks on the spot — no second visit to close the job.
A price book that knows your equipment
Condensers, coils, thermostats, refrigerant, labor — set your rates once and every quote prices itself consistently.
Talk through the diagnosis
Say what you found at the unit — weak capacitor, pitted contactor, low charge on R-410A — and your voice note becomes clean, priced line items.
Approval on the spot
Homeowners sign from their phone the moment they pick repair or replace — timestamped and stored with the scope.
Deposit before you order equipment
Collect the deposit in the app before the condenser is even on the truck — no fronting costs on a handshake.
Syncs with your back office
Estimates and payments flow straight into QuickBooks, SmartService, or ServiceTitan — no double entry at the end of a long day.
From no-cool call to paid invoice
First stop: no-cool call
Snap the condenser, the nameplate, and the panel. Voice-note what you found at the unit.
AI drafts both options
Repair today or replace the aging system — two grouped options, priced from your own price book.
Homeowner picks, signs, pays
They compare the numbers, sign digitally, and the deposit lands before you're back in the truck.
The day's numbers, done
Every job's profit tracked automatically. No kitchen-table paperwork tonight.
Real HVAC work, scoped in minutes
AC system replacement
“3-ton, 16 SEER2 condenser and matching coil, new pad and disconnect, haul away the old unit.”
A branded estimate priced from your book — equipment, labor, pad, electrical, refrigerant, and haul-away as separate line items — with your margin visible before you hit send.
Ductless mini-split install
“Single-zone mini-split in the garage — 12,000 BTU wall mount, 15-foot line set through the exterior wall, dedicated circuit.”
A priced install estimate with equipment, line set, electrical, and condensate broken out — plus a two-zone upgrade option on the same page, so the customer can say yes to more than they called about.
Furnace + coil swap
“80,000 BTU 96% two-stage furnace, matching coil, new media filter, smart thermostat.”
Good / Better / Best on one estimate — single-stage, two-stage, or variable with the thermostat bundled — so the homeowner picks a comfort level instead of price-shopping three contractors.
Practice on 100 sample HVAC jobs before the real ones.
Load 100 sample HVAC scopes — heat pump replacements, condenser swaps, mini-split installs, furnace tune-ups, duct sealing, and refrigerant leak repairs — the same jobs you quote every week. Every scope carries tagged line items, a full activity trail, and a financial breakdown with margin already calculated. Poke around, edit numbers, move stages. None of it is real, so nothing real can break.
Scope the system before you quote it
Site Walk
Document the unit as you talk
Scan the nameplate, snap the coil, call out readings as you go — every note lands in a timestamped, geotagged timeline. AI suggests priced line items when you're done.
See Site Walk →
EyesOn
Senior eyes on a dead compressor
Stream the condenser live to a senior tech at the office before you quote the replacement. Hands-free with Meta Glasses, and the visit records to the job.
See EyesOn →
HVAC questions, answered
Can it quote a repair and a replacement in the same estimate?
Yes — group line items into options like Repair vs. Replace or Good / Better / Best. The customer sees both priced side by side and picks right on the estimate.
Does it keep equipment and labor separate?
Equipment, refrigerant, and labor are separate line items with your own rates and costs, so you can see the margin on every changeout before you send the number.
How fast can I quote a full system replacement?
Shoot the nameplate, the coil, and the electrical disconnect, add a voice note on tonnage and SEER, and the AI drafts the full scope — equipment, labor, refrigerant, haul-away — ready to review and send in minutes.
What does Smart Scope cost?
One subscription with everything included. See current plans on the pricing section of our home page, or download the app and take a look for yourself.
Does it work where there's no signal?
Capture doesn't need one. Site Walk notes, photos, form filling, and nameplate scanning all work offline — basements, crawlspaces, and dead zones included — and sync when you're back in coverage. AI drafting runs when you have a connection, so walk the job dark and let the estimate build on the drive out.
Is there an Android version?
Smart Scope runs on iPhone and iPad today; Android is on the roadmap. Your customers don't need the app at all — estimates, forms, and the portal open as web links on any device.
Does it replace my dispatch or routing software?
No — and it doesn't try. Smart Scope is the estimating layer: it wins the job, then pushes the scope to QuickBooks, Smart Service, or ServiceTitan, live today. Your dispatch board and routing stack stay right where they are.
Can my crew use it too?
It's built for the person doing the estimating, but it doesn't stop there — dispatch scopes to other users, put EyesOn live video in every tech's hand, and let the office follow along on Command OPS.
What does it cost to try?
Nothing — 45 days, full app, no credit card. When the trial ends you're never auto-charged; the app goes view-only until you decide, and your data stays yours to export.
Can it document EPA and warranty details?
Nameplate scans capture make, model, and serial on-device — the details warranty claims and EPA refrigerant logs need. Attach your own log sheets as fillable PDF forms and they're filled on site, offline included.
Four seasons, four kinds of chaos. One way to quote.
HVAC doesn't have a slow season — it has four different busy ones. Smart Scope keeps your estimates moving no matter what the forecast is doing.
SUMMER
No-cool calls, decided in the driveway
The board is stacked ten deep and every homeowner wants a number now. Snap the nameplate, price repair vs. replace, and get a signature before you roll to the next call.
FALL
Tune-up routes that sell the fix
Furnace tune-ups and heat checks fill the route. When you find a cracked heat exchanger or a tired inducer, the repair quote is priced before you're off the ladder.
WINTER
No-heat nights, same-visit quotes
A dead furnace can't wait for a follow-up visit. Quote the repair and the full changeout side by side, collect the deposit, and order equipment that night.
SPRING
Beat the first heat wave
AC tune-ups are your shot at the proactive pitch. Quote the aging condenser's replacement on the spot — before July makes the decision for the homeowner.
Ready to win more HVAC jobs?
Download Smart Scope and quote the next no-cool call before the other bid even calls back.