Built for IT Service Pros

Walk the rack, talk the work — send the quote from the parking lot

Network buildouts, workstation refreshes, server room cleanups — the jobs that need a written quote before anyone approves a PO. Photograph the rack, talk through the work, and Smart Scope prices it per device, per seat, and per drop from your own rate card.

IT technician photographing an open network rack with patch panels, switches and servers during a site walk

Built for how IT work actually gets quoted

Photos become the scope

Snap the patch panel, the closet, the aging workstations. The AI reads what's there and drafts the line items — switches, drops, licenses, labor — before you open a laptop.

Your rate card, not industry averages

Per-device monitoring, per-seat licensing, per-drop cabling — Smart Scope prices from the rates you actually charge, so break-fix and contract work both land at your numbers.

Talk the ticket, skip the typing

Describe the job out loud while you walk the office — “twenty-four drops, two 48-port switches, new UPS” — and it comes back as a structured, priced bid.

Quote while the decision-maker is in the room

IT purchases stall in approval limbo. A same-day line-item quote texted to the office manager gets signed before a competitor even schedules their site survey.

Deposits before you order hardware

The customer signs digitally and pays the deposit right in the app — so you're never floating switch and server purchases on your own card while a PO wanders the building.

Know which clients actually pay off

Smart Scope tracks profit and margin per job and per client — so you can see whether that legacy break-fix account is worth keeping or needs to move to a contract.

Three steps from site visit to signed quote

1

Walk and shoot

Photograph the rack, the closets, and the workstations during the site survey you were already doing.

2

Say the scope

Talk through devices, drops, and licenses out loud — the AI structures it into line items at your rates.

3

Text it, get it signed

The client signs on their phone and pays the hardware deposit before you're out of the lot.

One app from first ticket to managed contract

Ticket

Break-fix walks in

A one-off ticket comes in — quote it on-site in minutes so small jobs stop slipping through unbilled.

Quote

The survey becomes a bid

The site walk turns into a per-device, per-drop bid with tiered options — the client picks one and signs digitally.

Project

The project stays on margin

Track hardware cost against the quote as you build, so scope creep becomes a change-order line instead of a loss.

Contract

The project goes recurring

Attach a per-seat support option to every project bid — one signature turns install clients into monthly contracts.

Test Smart Scope on 100 sample projects first.

Head to Settings, tap Add Sample Data, choose IT services, and 100 realistic sample scopes load up — server migrations, firewall and switch refreshes, Microsoft 365 migrations, Wi-Fi surveys and AP installs, managed-services onboardings, workstation rollouts. Each one has tagged line items, an activity trail, scope-of-work notes, and a financial breakdown with margin. Test every workflow you want — they're all samples, so nothing real can break.

Open the Microsoft 365 migration — 25 seats — and the line items split out: per-mailbox migration labor, license bundle, after-hours cutover — with margin calculated underneath.
Stages come spread across the board: a new call about a crashed NAS, a scheduled firewall replacement, a followup on a hesitant managed-services quote, and a won workstation rollout with the 4-part payment schedule accepted.
Everything is clearly marked as sample data. One tap on Clear Sample Data removes all 100 — real scopes are never affected.
New
Scheduled
Scoped
Followup
Won
Lost
Sample scopes · IT Service
100 loaded
Server migration & new host
$8,900
Won
Firewall + switch refresh
$4,250
Scheduled
Managed services onboarding — 18 users
$2,700
Followup
Wi-Fi survey & 6 AP install
$3,400
New
45% avg margin
4-part pay schedule
100 sample IT scopes · every stage · one tap to clear

Questions from IT shops

Can it price per-device and per-seat contract work?

Yes. Your price book holds whatever units you sell in — per device, per seat, per drop, hourly, or flat-rate. The AI builds the bid in those units, and you can mix them on one quote, like a cabling project with a per-seat support contract attached.

How does it handle hardware I have to order?

Hardware goes in as line items at your markup, and you can collect a deposit at signing so the switch order isn't riding on your card. If distributor pricing changes before the job starts, edit the line and re-send the quote in seconds.

Does it work for emergency callout quotes?

That's where it's fastest. Snap the failed gear, say what it takes to fix it, and text a signable quote while you're still on-site. No “I'll email you something tonight” that turns into a lost job.

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.

Stop quoting IT jobs at 9pm

Download Smart Scope, load your rate card, and send your next site-survey quote before you leave the building. Or text SCOPE to 59232.