Scoped
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The CRM for contractors who answer first

For contractors who sell the job and then build it: every lead, quote, and job on one record the office and the crew both open.

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  • Crews open jobs on their phones
A carpenter in a dusty T-shirt grins at his phone and raises a fist among stacked lumber in a wood shop

Scoped is a CRM for contractors and trades who sell the job before they build it. Every lead, the quote, the job it becomes with an owner on each phase, and the next action sit on one customer record, from the first call to the punch list. When a quote is accepted, Scoped offers the job, linked to the customer, and you confirm it. The office, the crew on their phones, and your assistant work from the same record.

A construction CRM that runs from the first call to the punch list.

Remodelers, electricians, painters, and general contractors all sell the job before they build it. The quote, the job it becomes, and every note in between stay attached to the customer, so the office, the crew, and your AI assistant work from the same page.

Track every lead and call back before the other bid goes out

Say a homeowner calls about a bathroom remodel while you’re up a ladder. You or the office add the lead in under a minute: name, address, scope, and where they heard about you. That evening it’s in your “New lead” column with a note on who’s calling back, not sitting in voicemail.

Name the stages the way your shop talks: New lead, Site visit, Quote sent, Won. The estimate still goes out from the tool you use today, and its amount goes on the card. Contractor lead tracking then comes down to one look: $61,000 out, and which quotes have gone quiet.

When last season’s customer calls about the deck they’ve been thinking about, their customer history is one click away: the site visit notes, the quote you sent, the job you finished in June, the gate that sticks. You pick up where you left off. That’s the difference between a callback and a sale.

Next Tuesday. The Monday-night voicemail is already on your board, the callback happens before 9, the crew knows which tile, and your quote went out first.

See the sales pipeline

Try it: drag the $18,400 card to Won.

The pipeline, with the stages named the way a contracting shop says them.

Build the job you quoted, not the one the crew remembers

The $18,400 kitchen remodel is accepted on a Friday. Mark the quote won and Scoped offers the job, filled in and linked to the customer, and you confirm it. Break it down the way you already run it: demo, rough-in, plumbing and inspection, cabinets and counters, finish, punch list. Each phase has an owner and a status, which is what job tracking software for contractors should do: the job knows who it’s for.

Monday morning the crew lead opens the job in a phone browser. They see what’s next, who owns it, and the comment you added Saturday: the customer swapped the backsplash tile, and the new sample is in the truck. The change reaches the person who needs it, not the group text where it scrolls away.

Your Focus view shows only the work assigned to you: approve the counter order, answer the electrician’s question, call the customer about the inspection date. When the punch list is done, archive the job. The customer keeps the history for when they call about the basement.

See Projects
A tradesman in a yellow hard hat, safety glasses and plaid shirt checks his phone on a paved work site
A kitchen remodel broken into phases, each with an owner and a status, with the customer linked at the top.

Put your AI assistant on the jobs, not just the emails

If you already use an AI assistant, connect it to your Scoped workspace. It reads the same customers, quotes, and jobs your crew does. Ask it which quotes over $10,000 have sat in Quote sent for more than a week, or to pull everything you know about a customer before you drive out.

You approve what it can read and what it can change, and a read-only connection can’t write at all. Every change is recorded under the person who authorized it and the connection it came through, and you can revoke access anytime. It’s your record and your data, and you can export it whenever you like.

See AI assistants
A job’s activity: an update from a connected assistant, recorded under the person who authorized it and the connection it came through.

Built for the contracting shop that answers first.

Contractors don’t need another app to feed. A construction CRM earns its place when the customer, the quote, and the job sit on one record the office and the crew both open. Our guide to choosing a CRM and project tool shows what to compare first.

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.

What contractors and trades run on Scoped

Job tracking for contractors looks different on a remodel than on a service call. The same record is set up for the work you actually sell, with a checklist for handing a won job to the crew.

General contractingBids, builds, and every trade on one record.Home servicesEstimates, jobs, and the customers who call back every season.Property managementOwners, buildings, and every turnover on one record.

How contracting shops like yours run it

A remodeler, an electrical contractor, and a painting crew: how they track leads, how each job breaks down, and what the owner asks the assistant.

The kitchen quote that goes out first

A six-person remodeling shop

Say a homeowner calls about a kitchen remodel while the owner is up a ladder. The office manager puts the lead on the board before the owner is back down, the site visit happens that week, and when the quote is accepted on Friday, it becomes the job that afternoon. The crew lead opens it on Monday already knowing about the backsplash swap.

  • Stages: New lead, Site visit, Quote sent, Won
  • Each job runs demo, rough-in, inspection, cabinets, finish, punch list
  • The owner asks: which won jobs haven’t had a comment in ten days?

Permits and inspections that never catch the crew out

A four-person electrical contractor

Every job is split into permit, rough-in, inspection, and trim-out, each with an owner. Say the inspector confirms Thursday at 9. The time goes on the inspection phase as a comment, so whoever is on site sees it on their phone instead of in a group text.

  • Stages: Inquiry, Walkthrough, Estimate out, Booked
  • Each job runs permit, rough-in, inspection, trim-out, final
  • The owner asks: which inspections are this week, and who is on each?

Every room and every coat, owned by someone

An eight-person painting crew

The crew breaks every interior and exterior job down by room and coat, with an owner on each. Say a customer whose house they painted years ago calls about the trim. Their page shows the colors, the sheen, and the note about the side gate from the first job.

  • Stages: New lead, Color consult, Quote sent, Scheduled
  • Each job runs prep, primer, first coat, second coat, touch-ups
  • The owner asks: which past customers are due for a repaint this season?

Works with the assistant your office already uses.

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.

Scoped

“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

What contractors ask before setting it up.

Straight answers on leads, jobs, crews, and what Scoped leaves to the tools you already use.

Can a CRM for contractors track jobs as well as leads?

Yes. Leads and quotes sit on a pipeline you name, such as New lead, Site visit, Quote sent, and Won. When a quote is won, Scoped offers a job already linked to the customer, and you confirm it. Then you break the job into phases like rough-in, inspection, and punch list, each with an owner and a status. The deal-to-project guide walks through it.

Does a construction CRM replace crew scheduling and dispatch?

Not in Scoped’s case. It holds the customer, the quoted amount, and each job’s phases, owners, status, and comments. It does not schedule or dispatch crews, book appointments, track time, or send estimates, so keep the tools you use for those today. Scoped is where the office and the crew see who the job is for and what’s next. The buying guide helps you compare.

Can my crew check job updates from a phone on site?

Yes. Scoped Cloud works in a browser, including a phone browser, so a crew lead can open the job, see the next phase and who owns it, and read the latest comment, like a tile swap or an inspection time. Everyone in the workspace works from the same customer and job record. See how jobs are planned and tracked, and check plans for your crew size.

Somebody already quoted that job. Make sure it’s you.

Start a workspace with one open quote and the job you sold last week; the board fills in as calls come in.

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Free for one person. 30 days of Pro on your first workspace, no card.

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