Keep the customer beside the quote
Connect a deal to its company and contacts. The quote sits beside the history that tells you what to do next.
Quote pipeline with a connected job handoff
Scoped gives service businesses a sales pipeline for tracking customers, quoted amounts, and follow-ups. Move a deal to Won in the pipeline to review and confirm a project with the customer already linked.
- Stages you name
- Confirm the job from a won deal
Try it: drag the $18,400 card to Won.
From the first call to the first day on the job.
Start with Lead, In Progress, Won, and Lost, then rename the stages to the words you actually use. Each card carries its amount and owner, so you can see at a glance which quotes are moving and which have gone quiet.
See Clients
Turn the won quote into the job
Moving a deal to Won in the pipeline or All deals table offers a pre-filled project. Choose to create it, check the details, and carry the customer and deal links into the work.
Split the won job into the phases you run
The project opens with the customer and the quote already on it. Break it into the phases your crew works in and give each an owner, so everyone can see what’s done and what’s next.
Ask your assistant which quotes need a call.
Connect Claude Code or Codex and it reads the same board you do: every quote, its stage, its amount, and how long it has sat there. What it posts is recorded under your name.
We won the kitchen remodel. Note on the new project that Marisol wants the crew to start after the 11th.
It finds the project made from the won quote and posts the note on it, recorded under your name with the connection it came through.Which quotes have been quiet for more than a week, and who owns each?
It reads the board and lists each quiet quote with its customer, amount, and owner, oldest first.What’s in Quote sent right now, and what’s it worth in total?
It reads the stage and answers with each quote, its customer, and the total, so you know what to chase this week.
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.
A repaint quote becomes a job.
Say a homeowner approves the exterior repaint you quoted last week.
Track the repaint while the scope and the price take shape.
Move the deal to Won in the pipeline when the homeowner gives the go-ahead.
Review and confirm the offered project, then split the job into prep, paint, and walkthrough.
From the quote you track to the work you confirm.
The pipeline gives service business owners a shared view of opportunities, their amounts, and the next follow-up.
What happens when I move a deal to Won?
From the pipeline or All deals table, Scoped offers a project with details filled in. Review them and confirm creation when you are ready; changing the stage alone does not create the project. The new project keeps the customer and deal linked. Follow the deal-to-project guide.
Can I write or send a quote from Scoped?
Scoped tracks the deal, quoted amount, contacts, and notes. It does not generate or send quotes, collect signatures, invoice customers, or take customer payments. Send the estimate with your existing tool and track its progress here. See the pipeline guide.
Can I start with my current opportunities?
Yes. Add the customer and open deal, assign its owner, and record the stage and amount. Customer and deal links are included on every plan. Free supports 2,000 records; Plus and Pro remove that record limit. Compare plans and use the handoff checklist when the deal is won.
Every quote and every job, 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 Every quote in view, and every yes ready to start.
Free for one person. 30 days of Pro on your first workspace, no card.