Plays well with the tools you run on.
Automatic sync with the office, your business line behind every button, and imports that just work. Smart Scope fits the way your company already operates — no buttons to press, no double entry.
The office and the field, finally on the same page.
New estimates and edits push to your Smart Service database on their own — no buttons to press.
Edits made by the office flow back into Smart Scope within minutes.
Win a job and the customer is created in Smart Service for you, automatically.
Connect your Merchant Services account directly from the Smart Service integration settings.
Your business line, in every button.
Smart Scope calls and texts through Quo (formerly OpenPhone) — every Call and Text button in the app can go out on your business number, and every touch lands in the customer's activity history. Keep Phone and Messages enabled too, and Smart Scope asks which to use, right where you tapped.
Then the magic: your business calls land back in Smart Scope the moment they wrap up, as clean AI-written summaries — key points, next steps, who called, how long you talked — matched to your customers by phone number. One tap creates an estimate straight from the conversation. Already have Quo? Smart Scope detects it and sets it up automatically.
Bring your customer list, whatever shape it's in.
Import customers from Excel or CSV — even Excel exports that are secretly named .csv. Combine separate name and address columns into a single customer record, map social media profiles, and map a Tags column with new tags created automatically.
Preview individual records with a slider and review a pre-import summary before anything is saved. No surprises, no duplicates, no cleanup weekend.
Your day, on your own calendar.
Completed Site Walks appear on the in-app calendar with their real walk durations — and you can add any Site Walk to your iPhone calendar with its actual start and end times, so your day reflects the time you really spent on site. Appointments sync with your device calendar, and Site Walk metrics show up on the Dashboard and in the Dashboard PDF.
Less double entry. More done.
Get Smart Scope on the App Store45-day free trial. No credit card required.