Make the next step concrete
Break a job into issues with owners, priorities, and status. Keep the discussion with the work so whoever picks it up can see what changed.
Project and job management for small business teams
Scoped is project and job management for service business teams. Confirm the project offered from a won deal, with the customer attached, then break the work into steps with an owner on each.
- Customer attached
- An owner on every step
- Initiatives
Work someone can pick up, tied to what you promised.
A project in Scoped keeps its customer and the quote you won, so everyone working on it can see what was promised, who owns each step, and what comes next.
Read the projects guide
Connect the work to the why
Projects keep their company and deal links. Anyone on the job can follow that connection back to the customer and what was promised.
Look across related work
Group projects in initiatives and bring the related deals and companies into view. Keep a single task connected to the bigger outcome.
Ask your assistant where a job stands.
Connect Claude Code or Codex and it reads the project the way your crew does: the phases, who owns each, and every comment. What it posts is recorded under your name.
What’s left on the kitchen remodel? Ask Dana to call the supplier about the counters by noon.
It reads the project’s phases and comments, tells you cabinets and counters are under way with the finish and walkthrough ahead, and posts a comment asking Dana to call, recorded under your name.Which of our jobs have something overdue, and who owns it?
It reads your projects and their open issues and lists what’s overdue, with the owner of each.Summarize this week on the kitchen remodel for Marisol, in plain words.
It reads the phases, comments, and activity and drafts a short update you can send her yourself.
Each person approves their own connection and can revoke it at any time; a read-only connection can’t change anything. How assistant updates work.
Give the job somewhere to land.
Say you’ve just won the Harbor Street Cafe kitchen remodel and the crew starts Monday.
Start with a project linked to the customer and the won quote.
Create issues for the tile selection, the cabinet order, and the install week.
Use status, comments, and activity to carry the work between your crew and the assistants you connect.
Plan delivery with the customer still in view.
Projects are for the people responsible for finishing the work, with ownership and progress recorded beside the customer history.
How do I turn a won deal into delivery work?
In the pipeline or All deals table, move the deal to Won, review the offered project, and confirm its creation. Then break the work into issues with owners, priorities, and status. Keep scope changes in the discussion beside the work. Follow the project guide and handoff checklist.
Which planning features depend on the plan?
Customer and deal links are included on every plan. Plus and Pro add custom workflows and cycles; Pro adds initiatives for grouping projects. Pro includes 10 people in a shared workspace, and more join at $9 a month each. See the full plan comparison before choosing how to organize a larger team.
Does project management include dispatch?
Scoped tracks the work, its owners, dates, status, and discussion. It does not provide technician dispatch, route optimization, or a customer booking calendar. Keep the scheduling tool your business needs and use Scoped for the customer and delivery record. Compare requirements in the buying guide.
The job and the customer, on one record.
Scoped is where the customer and the work live together, so everyone, including your AI assistant, answers from the same history.
One record from first call to finished jobCustomers, quotes, and jobs live together. The won quote becomes the job with the customer attached, so nothing is retyped between the sale and the work.Your AI assistant, on the real workConnect the assistant you already use to the one workspace you pick. Every change it makes is recorded under the person who authorized it, and you can revoke it at any time.Your records stay yoursExport your whole workspace whenever you want it, with no ticket and no waiting. What an export contains, and what it leaves out, is documented.Priced for the business you runFree for one person, and your first workspace gets 30 days of Pro with no card. Paid plans are priced per workspace with people included; more join for $9 a month each.
Works with the assistant you already use, and your data comes with you.
Connect ChatGPT, Claude, Grok, or Gemini to the one workspace you pick, and it works from the same customers and projects your team does. Bring your work over, and take it with you whenever you want.
“Which quotes over $10K have gone quiet for more than a week?”
ChatGPT read the pipeline and left a follow-up note on two deals.
Bring your dataMoving from another tool? We’ll help you bring projects and issues over from a CSV export.Export anytimeYour whole workspace, whenever you want it, with documented boundaries.Scoped ConnectComing soon: the desktop app that keeps your records on a database you control.
All integrations Start the job with the customer and deal already linked.
Free for one person. 30 days of Pro on your first workspace, no card.