Walk the rooftop once. The bid writes itself on the way down.
RTU replacements, boiler retrofits, chiller service, hydronic piping — mechanical bids usually die in the office days after the site visit. Smart Scope turns your walkthrough photos and voice notes into a line-item bid priced from your own labor and equipment rates, sent while the customer still remembers your visit.
Six reasons mechanical contractors bid with Smart Scope
Nameplate photos become scope
Shoot the nameplate, the curb, the gas line, the disconnect. The AI reads what's on the roof and drafts the swap — tonnage, curb adapter, crane time — as real line items.
Your book: tonnage, hours, equipment
Per-ton equipment pricing, labor hours by unit size, crane and rigging rates, piping by the foot — everything priced from your numbers, with your markup, on every bid.
Scope it out loud on the roof
Say it once: “7.5-ton RTU swap, new curb adapter, about 40 feet of gas line, crane from the north lot.” That's a priced bid before you're back down the ladder.
Same-day bids beat the two-week quote
Commercial customers are used to waiting weeks for mechanical numbers. A professional line-item bid the same afternoon makes you the contractor who has it together.
Deposits cover the equipment order
Digital signature and deposit at acceptance — so long-lead equipment gets ordered on the customer's money, not your credit line.
Margin by job, not by gut
See actual profit on every swap, retrofit, and service call. Know whether your money is made on installs or maintenance agreements — and price the next one accordingly.
From site visit to signed contract in three steps
Walk the equipment
Rooftop, mechanical room, or boiler room — photograph nameplates, connections, and access, and talk through the scope while you inspect.
AI drafts the bid
Smart Scope builds the line-item bid from your book — equipment, labor, rigging, controls, disposal — with good-better-best equipment tiers if you offer them.
Send, sign, get paid
Text the branded proposal from the parking lot. The customer signs digitally, the deposit clears, and the equipment order goes in that week.
Three real site visits, timed
RTU replacement
“Swap the 10-ton RTU on the west roof — new curb adapter, reconnect gas and electric, crane from the side lot, haul off the old unit.”
A complete swap bid with equipment, crane, labor, and disposal line-itemed — plus a high-efficiency upgrade option priced alongside.
Boiler repair
“Combustion's off on boiler two — replace the gas valve and igniter, run a combustion analysis, and check the feedwater regulator.”
A parts-and-labor repair quote the property engineer can approve today — with a full replacement option priced right next to it.
Chiller maintenance agreement
“Quote an annual on the 60-ton air-cooled chiller — two inspections, coil cleaning, refrigerant check, and priority service.”
A maintenance agreement priced from your PM rates — signed digitally and on the books before you leave the plant room.
One app across every phase of the project
Capture the site visit
Nameplates, measurements, and access notes captured in photos and voice while you're standing at the unit — nothing lost between roof and office.
Send the bid
A line-item mechanical bid from your own rates — equipment tiers, allowances, and exclusions included — out the same day, not two weeks later.
Run the install
Signed contract and deposit before mobilization — and field extras become billable change orders instead of costs you quietly eat.
Close it out
Final payments collected in the app and true job margin recorded — so the next bid on the same equipment is smarter than the last.
Try Smart Scope on sample scopes before a real bid.
Open Settings, tap Add Sample Data, choose mechanical, and 100 realistic sample scopes land on your board — rooftop unit replacements, boiler retubes, chiller maintenance, VAV box retrofits, hydronic piping repairs, makeup air unit installs. Every one includes tagged line items, an activity trail, scope-of-work notes, and a financial breakdown with margin. Bid them, stage them, blow them up — they're samples, so nothing real can break.
The RTU, documented from the roof
Site Walk
Nameplate, readings, photos — one pass
Scan the nameplate, narrate your readings, and snap photos as you work the unit — all timestamped and geotagged on one timeline. AI suggests priced line items when you climb down.
See Site Walk →
EyesOn
An engineer's eyes, no site visit
Stream the unit live to a senior engineer instead of scheduling a second truck roll. They follow on Command OPS while you keep both hands on the panel.
See EyesOn →
Mechanical contracting questions, answered
Can Smart Scope price equipment and labor separately?
Yes. Your price book holds equipment with your markup, labor by the hour or by unit size, rigging, and subs — and every bid shows the split the way you choose to present it, combined or broken out.
What about long-lead equipment and deposits?
The customer signs digitally and pays the deposit at acceptance, so RTUs and boilers get ordered on committed money. Progress payments can be collected in the app as the job moves, right through final.
Does it work for service and maintenance agreements, not just installs?
Both. Quote a one-off repair from the mechanical room, or attach an annual PM agreement to any proposal — and track margin on installs and agreements separately so you know which side carries the business.
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 syncs the scope straight to Smart Service, with webhooks to push your data anywhere else. 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 handle code and startup documentation?
Startup sheets, code test records, and equipment schedules run as digital forms — filled at the unit, offline included, with nameplate scans pulling model and serial straight off the plate.
Bid the swap before the crane quote comes back
Download Smart Scope on the App Store or text SCOPE to 59232 — and send mechanical bids the same day you walk the site.