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.
Hablamos español. Falamos português.
Smart Scope now ships with Spanish and Portuguese localizations — the same app, in the language your crew actually speaks.
Know the property before you knock.
Property Intelligence is here. Open any customer, tap Property Intelligence, and Smart Scope's AI researches the address on the spot — building a live dashboard of everything worth knowing before you ring the bell. Residential or commercial, you'll never show up blind again.
Opportunity Score
A 0–100 rating that tells you at a glance how much business is waiting at this address.
The full property file
Instant valuation — estimated value range, equity, last sale, and annual property taxes — plus roof age, every hail event that's hit the county, and permit history, so you know what work has been done and what hasn't.
AI-recommended opportunities
Ranked service opportunities with the drivers behind each one, so you walk in with a plan. Commercial properties add lease rates, available space, building systems, and operations insights.
Polished for smaller screens
The Property Intelligence layout got a cleanup on smaller screens, so the dashboard reads just as well on a phone in the truck.
More in this release
Fixed payment collection setup in release builds and smoothed out the Smart Service merchant connection flow.
Watch it done, then check it off.
Thirteen more Help Center guides now have full walkthrough videos — Sample Data, Review Screen, Send Estimate, Navigation, Customers, Line Items, Payment Schedules, Collect Payments, Price Book, Digital Forms, Data Chat, Dashboard & Calendar, and Data Management.
Watched-video tracking
Watch 90% of a guide video — even from an Ask a Question answer — and a green check appears on the guide and its Watch Video button. Watched status syncs across your devices, with a Reset Watched Videos option in the Help header menu.
Two more sample-data industries
Roofing arrives with 28 curated line items — tear-offs, shingle and TPO installation, leak and storm repairs, flashings, gutters, inspections — and Painting / Drywall Repair adds 27 more, each with 10 scope note templates.
Help has arrived. And it talks back.
Thirty training guides now live right inside the app — and when you can’t find what you need, just ask. The new Help Center answers in plain English, with tappable citations and how-to videos pulled straight from the guides.
Built-in Help Center
30 beautifully crafted training guides — from your first estimate to advanced AI tricks — now live right inside the app.
Ask a Question
Can’t find what you need? Ask in plain English and get instant answers pulled straight from the guides, complete with tappable citations and how-to videos.
Surveys, supercharged
True NPS scoring with promoter and detractor breakdowns, Agree/Disagree scales, Thumbs Up/Down questions, and ratings in stars, faces, or hearts — all wired into charts, reports, and AI Insights.
Social Studio: tap, review, save
Tap any Magic Post, Carousel picture, or Magic Reel to review it full screen, then save it straight to your camera roll — captions and hashtags ride along as searchable photo metadata.
Share the conversation
Every chat — Data Chat, scope chats, Knowledge Base, and Help — can now be exported and texted or emailed as a clean transcript. AI Insights summaries are shareable too.
Smarter charts
Tap any Data Chat chart to inspect exact values, and crowded bar charts now flip horizontal so every label stays readable.
More in this release
Quo texts now land as notifications with rolling per-contact threads, two new sample-data industries arrive (Diesel Repair Shop and Vehicle Maintenance), emoji render perfectly on published web forms, and Social Studio got polish throughout.
Get paid like a pro.
This update is all about locking in the money — and keeping you in the loop. Cards go on file at signing, no-deposit jobs stay covered, and Smart Scope now connects to the rest of your stack.
Card on file
When customers sign and pay their Scope Acceptance, they can securely save their card or bank account for future work — one tap to authorize, vaulted into their stored payment methods.
Require a payment method
No deposit? No problem. For jobs without an upfront payment, require customers to put a card or ACH account on file before they can sign. They commit, you’re covered — no charge until you say so.
Webhooks
Connect Smart Scope to anything. Push complete scope data to your own endpoints the instant a scope is saved, with built-in API docs you can view and send to your developer.
Quo texts, front and center
Customer texts through Quo now land in your notification feed as live, rolling conversations — see every reply the moment it arrives.
PDFs, complete
Sales tax and custom fields now appear on every emailed, texted, and shared PDF.
Smoother merchant setup
Merchant onboarding is now smoother for Smart Service Cloud users.
Signature polish
A cleaner, safer signed-signature experience from first tap to final confirmation.
Bug fixes.
A quick maintenance release — squashing bugs and keeping everything running smoothly.
Surveys: hear what your customers really think.
Turn any digital form into a survey, share it with a public link, and watch responses roll in — no app required for your customers. A brand-new Surveys dashboard turns every answer into charts, AI insights, and instant answers.
Surveys dashboard
Send a post-job satisfaction survey, a lead qualifier, or a seasonal check-in — then watch beautiful charts turn raw responses into instant answers.
AI Insights
AI reads every response and tells you what matters — trends, wins, and red flags — so you finally know what your customers are thinking.
Ask your data anything
Surveys are wired straight into Data Chat, so you can just ask “How did last month’s follow-up survey go?”
Smarter notifications
Activity is now neatly grouped into Payments Received, New Leads, and Forms, so you know what happened at a glance.
Scope chats that remember
Every scope now keeps its own AI conversation, right where you left it.
Data Chat cleanup
Clear the slate anytime with the new Delete All Chats option, and find Data Chat in its new home on the Settings button.
Site Walk polish
A sleeker composer, smarter dictation that never echoes your sent words back, and draft estimates that suggest customer contact updates with one-tap checkboxes.
Talk to your estimate.
A new chat bar lives at the bottom of every estimate — tap the mic or type, and tell it what you want. The conversation slides up while your estimate stays in view, so you watch every change land the moment you confirm it.
Say it, confirm it, done
“Add a line item for two hours of labor at $150.” “Set up a 30/30/40 payment schedule.” “Text Sarah that we’re starting Monday.” No hunting through sections, no thumb-typing into tiny fields.
A full toolbox
Chat builds payment schedules, edits line items, pulls from your Price Book, applies discounts, and records payments — even duplicating an entire estimate. “Same job for the neighbor” is now one sentence.
Site Walks flow in
Pull a Site Walk’s photos, notes, and measurements straight into an estimate — then caption photos, pick your hero shot, and attach forms.
Always in control
Every change shows a confirmation card before anything is saved.
Room to talk
The message box grows as you dictate, so long instructions stay readable.
Saved by customer
Every estimate conversation is saved to your chat history, titled by customer.
Your brand gets a glow-up.
Generate a company logo with AI, or let Smart Scope clean up your profile picture like a pro headshot studio — then get theme color shades suggested from your new look, so the whole app matches your brand.
AI logo design
Generate a stunning company logo with AI or polish your profile picture, then save it straight to Photos and tune your app theme to match.
Magic photo descriptions
Run Prompt now automatically writes descriptions for your photos, and the one-off prompt editor is faster and cleaner than ever. Point, shoot, prompt, done.
Smarter digital forms
Forms connect directly to your Scope of Work and Settings custom fields — data flows in automatically, so you stop typing the same thing twice.
Review leads on the spot
New lead notification? Tap View Submission to see the full details instantly, qualifying leads without breaking stride.
Site Walk, full frame
Site Walk thumbnails now show your entire photo — no more cropped corners hiding the good stuff.
Polish and fixes
Published scopes render images crisply on every screen and publish reliably every time, plus stability improvements under the hood.
In sync with Smart Service Cloud.
Your scopes now stay in sync with Smart Service Cloud automatically — no buttons to press. New estimates push to your Smart Service database on their own, office changes flow back within minutes, and winning a job creates the customer in Smart Service for you.
Paid before the ink dries
Collect a Scope Acceptance payment right on the signing page — customers pay first, then Adopt & Sign. Payment schedules now ship with every published scope.
Social Media Studio
Magic Post, Magic Carousel with 2–8 pictures, and Magic Reel — AI-generated video for your best project photos — plus a Magic Job Posting mode that turns finished work into your next hire.
Signed scopes stay current
Signed scopes always show their signature and payment history when reopened — no more stale links.
Filter the timeline
Filter a scope’s activity timeline by type with one tap.
Trends on demand
Ask Data Chat about any date range and get month-by-month trends.
Imports that just work
Import customer lists from Excel exports — even when they’re named .csv — and tag filters now narrow results as you stack them.
Quicker on its feet
iPad scope details no longer clip off the right edge, and the app checks for new activity every five minutes.
Get signed. Get paid. Get noticed.
This update turns your scope link into a closing machine — and your job photos into a marketing team. Customers pay the deposit right at signing, shared links always show the latest version, and Social Studio goes full cinematic.
Collect payment at signing
When a scope requires a deposit, the customer pays before they sign — right on the scope page, with the Adopt & Sign button unlocking the moment payment clears.
Living scope links
Re-share a scope and the customer sees the latest version — signatures and payments included. Once signed and settled, the page locks itself so nobody can pay or sign twice.
Social Studio goes cinematic
Magic Carousel builds 2–8 AI-crafted images for a swipeable post, and Magic Reel generates a video of your work in seconds — with your brand's voice tuned in the new Social Media Studio settings.
Payments find their way home
Every web payment flows straight back into Smart Scope and reconciles against the scope's payment schedule automatically.
Faster job navigation
New activity filter icons with live count badges slice a scope's history down to calls, texts, payments, or signatures.
Data Chat, deeper answers
Data Chat now pages through your entire history, so month-by-month comparisons like this summer versus last actually get answered.
Smart Service, better connected
Connect your Merchant Services account directly from the Smart Service integration settings.
Polish throughout
Bug fixes and refinements across the app.
Your calls write themselves up. Your forms take pictures.
Business calls land in Smart Scope as AI-written summaries the moment they wrap, digital forms capture and mark up photos — and Social Studio learns to generate posts, carousels, and reels from a prompt.
Quo Call Summaries
Every call arrives as an AI-written summary — key points, next steps, who called, how long you talked — with inbound and outbound arrows at a glance. Calls match to your customers by phone number, and one tap creates an estimate straight from the conversation.
Picture Fields for Digital Forms
Add a Picture field to any form and techs snap a photo on site — or pull one from their library — then mark it up with annotations right on the photo. Works on shared web forms too, so customers can attach photos from their phone's browser.
Magic Post, Carousel & Reel
Social Studio learns to conjure. Type a prompt — or tap Magic and Claude drafts the hero-shot prompt from your most recent job — and AI generates a brand-new marketing image, a 2–8 slide Instagram carousel with one written caption, or a vertical AI video reel. An Adjust box iterates any of them until it's right.
Open in Quo
Jump from any summary to the full recording and transcript.
Set up in seconds
Long-press Quo in My Settings to copy your webhook link.
Photos flow through
Form pictures land in your PDFs and exports automatically.
The AI Form Builder knows
It adds Picture fields where they belong — "photo of the nameplate."
QR-code sharing
Share any digital form instantly with a QR code.
Polish under the hood
Cleaner call notifications and faster, more reliable web form submissions.
Magic Reel
AI-generated vertical video — 4, 8, or 12 seconds — with motion-aware prompts and a caption written from the first frame.
Per-slide control
Carousels get one caption for the set and adjustments on any single slide.
Bulk text from Scopes
Pick customers and blast texts — one message, a merge-field template, or a per-customer AI draft.
Social profiles on customers
Store Instagram and Facebook accounts per customer, browse them in the Scopes social view, and map them on import.
Put the phone down. This update talks back.
Conversation Mode is here. Tap once and just talk — Smart Scope listens, thinks, and answers out loud: a full hands-free conversation with your business data. It even asks for your verbal go-ahead before it changes anything.
Ask about jobs, customers, payments, and schedules — and hear the answer out loud. Interrupt any time: start talking and it stops mid-sentence to listen.
A Live Activity keeps the conversation rolling with the phone in your pocket. Keep talking. Keep working.
Pick your voice
Audition your AI's voice in Settings with live previews.
Chimes with charm
Crisp start and end tones so you know when it's listening.
Data Chat polish
Animated typing dots and a louder, clearer speaker for spoken replies.
AirPods, fixed
Dictation with AirPods on iOS 26 now works every time.
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
Hand your walkthrough straight to The Magic line item generator — priced line items, no retyping.
Tags everywhere you prep
The tags editor now lives on Text, Call, Email, Note, and On-Site prep sheets.
One share menu to finish the job
Preview, contact actions, Site Walk, and dispatch — together in one Review share menu.
Faster Price Book cleanup
Long-press a Price Book category to delete it all at once — with a safety double-check.
Your views, remembered
Dashboard, Chat, and Scopes reopen exactly how you left them.
Lead Intake, ready on day one
Every account starts with a seeded Lead Intake form — fields mapped, attachments ready.
Polish under the hood
Fixes for clipped line items and reappearing notifications.
Site Walks, now on your calendar.
Your completed Site Walks now show up where your day is planned — with the real time you spent on site.
Site Walks on the calendar
Completed walks appear on the in-app calendar with their real durations.
Save to your device calendar
Add any Site Walk to your iPhone calendar with its actual start and end times.
Dashboard metrics
Site Walk activity at a glance — shareable in the Dashboard PDF.
EyesOn, front and center
Live video is now the first action in the Site Walk toolbar.
Meet your new AI office manager.
Introducing Chat — your entire business, one conversation away. Ask "What's my week look like?" and get instant answers from your estimates, price book, calendar, and site walks. Build and update jobs right in the chat — you approve every change.
It never forgets
Conversations are saved — pick up right where you left off.
Magic AI drafting
AI first drafts for customer texts, emails, call objectives, and notes.
Smarter customer import
Combine columns, map tags and socials, and preview before saving.
Site Walk housekeeping
Walks appear as reopenable activities, and EyesOn sessions close out cleanly.
Your paperwork just started filling itself out.
Introducing Fillable PDF Forms. Inspection reports, compliance certificates, authorization forms — upload one once and Smart Scope reads every field, checkbox, and signature line instantly.
AI maps it for you
Form fields connect to your data automatically — anything uncertain gets flagged for review.
Techs just answer the blanks
Attached forms become a guided checklist with photos and signatures — fully offline.
Out comes a perfect PDF
Answers print onto the original form, pixel-placed and tamper-proof.
The power moves
Auto-attach rules, a drag-and-drop layout editor, and required customer signatures.
Customers, imported.
Bring your whole customer list in from Excel or CSV — plus a camera permission fix for EyesOn.
Heads Up comes to EyesOn.
The office can now push Heads Up notes into a live EyesOn visit — gate codes, contacts, and must-dos land in front of the tech mid-call.
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.
Same-day cleanup.
Bug fixes riding along right behind v2.10, so launch day stayed smooth.
Tightening the bolts.
Bug fixes and stability work across the app.
Introducing EyesOn — live video, right from your Site Walk.
See the job before you're on the job. EyesOn brings real-time video into Smart Scope, connecting the field with the office — instantly.
Go live in one tap
Launch an EyesOn session right inside a Site Walk — no separate app.
Remote eyes on every job
The office sees what your tech sees, with two-way audio and video.
Capture without breaking stride
Photos snapped during a call flow straight onto the estimate.
Zero setup for your crew
One secure link and the device is ready, syncing live to Command OPS.
Turn your phone into a takeoff powerhouse.
Two new Site Walk tools that turn hours of tedious counting into minutes.
Measure windows & doors
Snap a photo and AI hands you a complete window and door schedule, floor by floor.
Takeoff
Tap through a catalog of plates, fixtures, and hardware — then push every count into the estimate as priced line items.
Your iPhone is now a measuring tape, a level, and a sound meter.
Three new ways to measure a job without reaching for the toolbox.
LiDAR room scan
Walk a room, get a floor plan — then one tap turns dimensions into draft line items.
Telemetry
Track floor level and elevation through the building, with a built-in sound meter.
Measure cabinets
Photograph a cabinet run, tap each door and drawer, get a complete parts table.
Measurement-based pricing
Site Walk line items pull quantities straight from your scans and counts.
Turn any company into a battle plan.
Two AI research tools now live inside Company Profiles — tap a company, choose your intel, and Smart Scope runs a live research sweep, then hands you a polished, interactive report.
Competitive Intelligence
A ranked threat board of local competitors, with ad ammunition pulled from their own reviews.
Market Research
Demand, pricing benchmarks, scored expansion zones, and a 12-month marketing calendar.
Built on live data
Reports generate fresh from current web research, every stat marked sourced or estimated.
This one's for the field.
A field-first upgrade across Site Walk and the Knowledge Base.
Knowledge Base, supercharged
Import multiple PDFs at once and download research straight in.
Smarter Site Walks
New checklist styles, AI-built checklists, sharper GPS, and live pricing lookups.
Send from the walk
A polished PDF, sent anywhere, right from the walk.
Polished everywhere
New weather view, roomier note editor — faster, cleaner, lighter on storage.
Site Walk gets a major intelligence upgrade.
On-device AI and automatic equipment intelligence — capture more, type less.
Snap the nameplate, skip the typing
The camera reads make, model, and serial on-device — no internet required.
Deep equipment research
Tap any unit for specs, ratings, common issues, and its age decoded from the serial.
Data points fill your forms
Scanned equipment details flow straight into Digital Forms automatically.
Sharper everything
Photo markup stamps, better LiDAR and voice-to-text — and Site Walk opens to everyone.
Introducing Site Walk — the end of field paperwork.
Walk the property, describe what you see, snap photos as you go — every note and measurement lands in a time-stamped, geotagged timeline. Then AI cleans up your dictation, groups the work, and suggests fully priced line items before you're back in the truck.
Measurements that do the math
AR tape, LiDAR scans, roof tracing — each auto-suggesting the quantities you need.
Checklists & forms, built by voice
Pass/fail inspections, templates, and a drag-and-drop form builder.
Share like a pro
A branded report sent on the spot — or pushed into a draft estimate with one tap.
Your manuals, now instant.
Drop manuals and spec sheets into the new Knowledge Base and just ask — error codes, model numbers, wiring details — with tappable citations to the exact page. Runs privately on your device.
Recon Brief — your pipeline, decoded every morning.
Your AI field analyst scans every job, ranks your hottest prospects, flags overdue follow-ups, and lays out your day before you've finished your coffee.
Commercial route development arrives.
The first version of commercial route prospecting lands in the app, plus bug fixes.
On-site visits, on the record.
On-Site Visit becomes its own activity type, and activities can now save automatically to your calendar.
Smart Service CLOUD integration.
The first bridge between Smart Scope and the office — push your work into Smart Service CLOUD.
Tightening the bolts.
Bug fixes and stability work across the app.
Scopes, dispatched.
Dispatch scopes to other users, export with additional fields, and a round of bug fixes.
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.