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Win the job, then win it again next season

For cleaning, lawn care, HVAC, pest control, pool, and handyman businesses. Every estimate sits on one board, every sold job is broken into steps with an owner on each, and every customer’s history is a click away. Your office, your techs, and your AI assistant work from the same record.

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A window cleaner in a gray sweatshirt works a long water-fed pole across the front window of a brick house

From the first estimate to the customer who calls every spring.

The first job gets you in the door. The second and the fifth are where a home service business is built. Scoped keeps the estimate, the job, and everything you learned at the house on one customer record, so next season starts from what you already know.

Know which estimates are out, and which homeowners went quiet

The request comes in from a voicemail, your website, or a neighbor who saw the truck. Put it on the board that day: who, where, what they want, and what they said on the phone. Name the stages the way your office already talks: New request, Site visit, Estimate sent, Sold.

The estimate goes out from whatever you write estimates in. The amount and the notes from the walkthrough live on the card. The board shows what you have out and what it adds up to, so the $2,850 aeration estimate for Maple Court Condos, quiet for eleven days, gets a call while the association is still deciding.

It works the same for a $240 move-out clean, a $12,800 furnace and AC replacement, and a full season of grounds care. The small jobs don’t get lost behind the big ones, and the big ones don’t sit because nobody owned the follow-up.

Next Tuesday. The office has the weekend’s voicemails on the board by eight, and Maple Court hears from you before they hear from the crew down the street.

See the sales pipeline

Try it: drag the $8,900 card to Sold.

Estimates on the board, with the stages named the way a home services company says them.

Turn the sold estimate into the job, with the house notes attached

When Aspen Hollow HOA signs off on the $8,900 fall grounds program, one click turns the estimate into the job with the customer attached. Break it into the steps you actually run: site walk and measure, irrigation check, core aeration, overseed, leaf cleanup, and the irrigation blowout. A system replacement is equipment pick, permit, removal, install, startup, and walkthrough. Each step has an owner and a status.

The details that make or break a visit go on the job as comments the whole crew sees: park on the street, not the new driveway, the dog is friendly but loud, the homeowner wants the old unit hauled away, not left at the curb. The tech reads it on their phone in the driveway, not in a text thread from three weeks ago.

Your Focus view shows only what’s waiting on you: the permit to file, the part to order, the homeowner to call back. For the spring rush, a cycle (on Plus and Pro) gives the two-week push of pool openings or AC tune-ups its own start and finish.

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A landscaper in ear protection trims the lawn edge beside a brick path in front of a house with a porch
A fall grounds program broken into phases, each with an owner and a status, with the customer linked at the top.

Keep every customer’s history, then be first back when the season turns

Every step, comment, and change stays on the job, and the job stays on the customer’s page. When the work is done, archive it. Their page still shows what you did, what it came to, who was on it, and the note about the pool-side gate. Star the note that matters most, like the furnace model and filter size, so anyone on the next call can find it in seconds.

Home service work comes back around. The furnace needs its fall check, the pool needs opening in May, the lawn needs aerating every September. Wherever you keep the calendar, Scoped holds who you worked for last season and what you did, so this year’s estimate goes out before the customer starts calling around.

When a customer calls to ask what you did last time, the office answers from the page while they’re still on the line. Nobody digs through the truck to find what the last estimate came to, and nobody has to guess which tech knows the house.

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A man sits on the lowered tailgate of a white pickup truck, reading his phone in a seaside parking lot
A job’s activity: each change and comment under the person who made it, and an assistant’s update under the person who authorized it, with the connection it came through.

Your AI assistant knows every customer’s last visit.

Connect Claude Code or Codex to your workspace and ask it about the real work: the estimates that went quiet, the job you’re about to pull up to, the customers you haven’t heard from this year.

  1. Catch me up on Aspen Hollow, and note on the aeration step that the clubhouse lawn is now in the overseed.It reads the job’s steps and comments, tells you what’s done and what’s next, and posts the note on the aeration step, recorded under your name.
  2. Which of last fall’s aeration customers don’t have an estimate out for this year yet?It compares last season’s finished jobs with this year’s board and lists each customer still missing an estimate, with what you did for them last time.
  3. Which estimates over $2,000 have sat in Estimate sent for more than a week?It reads the board and lists each one with the customer, the amount, and the last note, so you know who to call first.

You approve the connection for one workspace, decide whether it can make changes or only read, and 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.

The estimate, the job, and the house notes, on one record.

Home service businesses run on customers who come back. Keep what you learned at the house where the next estimate starts.

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.

Every season’s history, ready for your assistant and yours to export.

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

Another crew’s flyer is already on the door. Send your estimate first.

Next Tuesday, the weekend’s requests are on one board, the job you sold Friday is already broken into steps with an owner on each, and the list of last fall’s customers without an estimate this year is on your screen before the first truck pulls out.

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