Always getting better.
Smart Scope ships fast. Every release makes the estimate quicker to build, easier to win, and simpler to get paid — and every update lands on your phone automatically. Here's what's new, and what's next.
Your estimates just went online. And your iPad just got serious.
Digital forms now live on the open web, the iPad app got a ground-up overhaul, and the AI reaches deeper into your business than ever.
Digital Forms Go Live on the Web
Send any digital form to your customer as a real web link — branded with your company info, no app required on their end. Publish a reusable public lead form, drop the link on your website or social pages, and every submission automatically creates a new scope with the customer filled in, the completed form attached, and a New Lead notification on your phone. Your website now feeds your pipeline while you're on the roof.
The iPad Overhaul
Smart Scope now feels built for iPad, because it is. Sidebar navigation with full Split View support, a scopes card grid, list-beside-editor editing, a live PDF, Photos, and Activity pane right next to your scope, two-pane Site Walk, landscape layouts, and keyboard shortcuts throughout. Estimate on the big screen.
Notifications That Find You
When a customer submits a form or signs online, Smart Scope tells you — banner notifications, background checking, and a notifications bell that collapses activity by scope so you can review everything in two taps.
Social Media Studio
Turn job photos into posts. Pick photos from any scope and AI writes the Instagram caption and hashtags. Add an OpenAI key to unlock Generate Photos mode, plus a one-tap Brand Guide that reads your website and writes your brand voice.
AI Picture Prompts
Run image prompts on Site Walk and scope photos — clean up shots, visualize the finished job, and build a global prompt library you can reuse everywhere.
Data Chat, Supercharged
Streaming replies, conversation memory, charts, voice input, and photo vision — with new tools that reach into your knowledge base, activity, intel, and payments.
Hero Images
Flip one toggle and your best job photo runs full-width across the top of your PDF and HTML estimates. First impressions, handled.
Site Walks feed The Magic
Walk the property, capture what you see, and hand it straight to The Magic line item generator — your walkthrough becomes priced line items without retyping a thing.
Tags everywhere you prep
The tags editor now lives on Text, Call, Email, Note, and On-Site prep sheets, so every customer touchpoint can be labeled, filtered, and found in seconds.
One share menu to finish the job
The new Review share menu brings preview, contact actions, Site Walk, and dispatch together in one place — no more hopping between screens to get an estimate out the door.
Faster Price Book cleanup
Long-press any Price Book category to delete the whole thing at once — with a safety double-check so a stray thumb never wipes out your pricing.
Your views, remembered
Dashboard, Chat, and Scopes now reopen exactly how you left them. Your view choices stick between launches, so the app always starts the way you work.
Lead Intake, ready on day one
Every account now starts with a seeded Lead Intake form — fields already mapped to your customer records, with attachment pills for links and PDFs right on the form.
Polish under the hood
This release also clears up clipped line items and notifications that kept reappearing — small fixes that make everyday estimating feel smoother.
Your conversations just became estimates.
Paste any email, text, or call log and Smart Scope writes the estimate. Then follow up on your business line, not your cell. Two headline features — on top of everything already built for the way contractors work.
Estimate From Any Conversation
Paste an email thread, a text exchange, or a call log — AI pulls the contact details, writes the scope, and builds the line items. Paste, tap, review, send.
Call & Text Through Quo
Route every Call and Text button through Quo, formerly OpenPhone, so follow-ups come from your business line — not your cell. Keep Phone and Messages on and it asks which to use.
Analytics Dashboard
Real-time KPIs — total estimates, value, average value, materials, labor, and margin with sparkline charts.
Smart Notifications
Payment received, portal visited, scope signed, proposal viewed — all in one feed with review tracking.
Built-in Calendar
Day, week, work week, and month views. Follow-ups and scheduled estimates at a glance.
Correspondence Templates
Pre-built email and text templates with merge fields for personalized customer outreach.
Custom Fields
Text, number, date, dropdown, multi-select, checkbox, checklist, URL — show on PDFs and in filters.
Follow-up System
Set next objectives, schedule follow-up dates, and never lose track of any customer interaction.
Advanced Filters
Filter by follow-up objective, date, schedule, custom fields, and more. Full control over your pipeline view.
In-App Call Logging
Live call timer, objective tracking, result logging, and automatic activity recording. All from within the scope.
Payment Processing
Accept Visa, Mastercard, and Amex directly in the app with surcharging options to offset processing fees.
PDF Reports
Export branded dashboard reports with key metrics, pipeline data, and detailed estimate breakdowns.
Customer Portal
Customers review, approve, sign, and pay online. Track views and interactions in real time.
Updates land automatically.
Download once — every new release arrives free while you're on the trial or subscribed. Text SCOPE to 59232 to see the newest build in action.