Scoped
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The CRM for contractors who answer first

Every customer, every quote, every job in one place, from the first call to the final walkthrough. Your crew and your AI assistant work from the same record.

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  • Set up in an afternoon
  • Free for 3 people
  • 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

From the first call to the punch list, on one record.

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 all work from the same page.

Call back before the other bid goes out

Say a homeowner calls about a bathroom remodel while you’re up a ladder. You can’t take it. In Scoped, you or the office add them to the board in under a minute: name, address, what they want, where they heard about you. That evening the lead is sitting in your “New lead” column next to the other four, with a note on who’s calling back. Nothing lives in voicemail.

The board is yours to name. New lead, Site visit, Quote sent, Won. Each quote carries its amount, so you can see at a glance that you have $61,000 out and which ones have gone quiet.

When last season’s customer calls back about the deck they’ve been thinking about, their page is one click away: the notes from the site visit, the quote you sent, the job you finished in June, the comment about the gate that sticks. You pick up where you left off, not from scratch. That’s the difference between a callback and a sale.

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.

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

The $18,400 kitchen remodel gets accepted on a Friday. One click turns the won quote into the job, with the customer attached. Break it down the way you already run it: demo, rough-in electrical, plumbing, inspection, cabinets, counters, finish, punch list. Each piece has an owner and a status. Nothing is copied from one tool to another, because the customer and the job were never in two tools. That’s what job tracking software for contractors should do: the job knows who it’s for.

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

Your Focus view shows only what’s waiting on you: approve the counter order, answer the electrician’s question, call the customer about the inspection date. When the job is done, archive it. 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 Claude Code or Codex, 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. Ask it 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 it makes is recorded under the person who authorized it and the connection it came through, and you can revoke access anytime. It’s the record your assistant and your crew both work from.

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 shop that answers first.

Contractors don’t need another app to feed. They need the customer, the quote, and the job in one place, with the crew and the assistant working from it.

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 Claude Code or Codex 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 three people, and your first workspace gets 30 days of Pro with no card. Paid plans are priced per workspace, not per seat.

What contractors run on Scoped

The same record, set up for the work you actually sell.

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 shops like yours run it

A remodeler, an electrical contractor, and a painting crew: their stages, how a job breaks down, and what they ask their 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 call on the board before the owner is back down, 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?

Inspections that never catch the crew out

A four-person electrical contractor

Every job is split into rough-in, inspection, and trim-out, each with an owner. Say the inspector confirms Thursday at 9. The date 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 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 finish, 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.

Two named setup paths for AI assistants, each maintained and tested, plus your whole workspace to export whenever you want it.

Claude CodeAdd Scoped to Claude Code, sign in once, and it works in the one workspace you picked.CodexAdd Scoped from the Codex command line, then approve the connection in your browser.Bring your dataImport projects and issues from a supported CSV export, with a note of anything that didn’t come across.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

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

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

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