Scoped

Win the bid, then build what you bid

Every bid on one board, the awarded job broken down by trade, and the client’s whole history beside it. Your office, your site leads, and your AI assistant work from the same record.

  • Set up in an afternoon
  • Free for 3 people
  • Site leads open the build on their phones
A contractor walks through a commercial renovation past sawhorse work tables, plywood sheets and a table saw

From the bid invite to the final walkthrough.

A general contractor sells the job once and delivers it through a dozen trades. Scoped keeps the bid, the build, and the client on one record, so nothing is retyped between the estimate and the site.

See every bid you have out, and which ones went quiet

Put each bid invite on the board the day it arrives: the client, the scope, the walkthrough date, and the number once it goes out. Name the stages the way your office already talks: Bid invite, Walkthrough, Bid submitted, Awarded.

The board shows what you have out and what it adds up to. The $142,000 office fit-out that hasn’t heard back in nine days is sitting right there, not buried in an inbox, and the note from the walkthrough is on the card when you call to follow up.

Next Tuesday. The bid that was due Friday went out Thursday, and the one you walked last week has a follow-up call on it before lunch.

See the sales pipeline

Try it: drag the $142,000 card to Awarded.

Bids on the board, with the stages named the way a general contractor says them.

Turn the awarded bid into the build, one phase per trade

When a bid is awarded, one click turns it into the project with the client attached. Break it into the phases you actually run: demolition, framing, mechanical and electrical rough-in, inspections, drywall, finishes, closeout. Each has an owner and a status.

A change on site goes on the phase it touches, as a comment the whole team sees. The site lead reads it on their phone the next morning, and when the client calls about the lobby finish, the office has the answer without calling anyone.

See Projects
A site lead in a white shirt stands by a tall window reading through a binder, a yellow hard hat in hand.
An awarded fit-out broken into phases by trade, each with an owner and a status, with the client linked at the top.

Close out with the whole history, then keep the client

Every phase, comment, and change stays on the project, so closeout isn’t an archaeology project. When the punch list is done, archive the build. The client keeps the history.

When the same client calls about the second floor next spring, their page already shows the last build, who ran each phase, and the note about after-hours access. You bid the next one from what you know, not from scratch.

See Clients
A build’s activity: every change recorded against the phase it touched, with who made it.

Your AI assistant works the same bids and builds.

Connect Claude Code or Codex to your workspace and ask it about the real work: the bids that are out, the phases that are stuck, the client you’re about to call.

  1. Note on the fit-out that the lumber delivery moved to Thursday, and ask Ana to adjust the crew.It posts the comment on the project, recorded under your name with the connection it came through.
  2. Which bids are due this week, and which ones haven’t had a walkthrough yet?It reads the board and lists each bid with its due date, the client, and whether the walkthrough note is there.
  3. What changed on the Harbor Point fit-out since Friday, and who owns each open item?It reads the project’s phases and comments and answers with the changes and the owner of each next step.

You approve the connection for one workspace, and you can revoke it whenever you like. How assistant updates work.

The assistant’s update is recorded under the person who asked for it, with the connection it came through.

Bid it, win it, and build exactly what you bid.

Next Tuesday, every bid you have out is on one board, the awarded one is already broken down by trade, and your site leads see the change before they reach the site.

Free for three people. 30 days of Pro on your first workspace, no card.