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Run every building the way you promised the owner

For small property management companies. Every owner you’re courting sits on one board, every signed building becomes a project, and every turnover, renovation, and repair has someone on it and a status, attached to the owner who pays for it. Your office, your maintenance lead, and your AI assistant work from the same record.

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  • Set up in an afternoon
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  • Maintenance leads open jobs on their phones
A man in a burgundy sweater checks his phone beside a tall paned window in a bare white room

From the owner’s first call to the tenth turnover.

A property management company sells to owners and delivers one unit at a time. Scoped keeps the owner, the agreement, and every job on their buildings on one record, so the answer to “where are we on unit 4?” is already written down.

Call the owner back before another manager’s pitch lands

Owners find you through a referral, a sign on a building you already run, or a bad month with their last manager. Put each one on the board the day they call: the property, the unit count, what went wrong before, and what they care about most. Name the stages the way your office already talks: Owner inquiry, Property walk, Proposal sent, Signed.

The proposal goes out from wherever you write proposals. The first year’s management fee and the notes from the walk live on the card. The board shows what you have out and what it adds up to, so the 12-unit building on Linden Court whose owner hasn’t answered in nine days gets a call this week, while the family is still deciding.

A single-family rental and a 12-unit building sit on the same board. The two-door owners don’t get lost behind the big buildings, and the owner who already has you on one property and is weighing a second has one page that shows both.

Next Tuesday. The owner who called Saturday about the Hazel Street fourplex has the walk date noted on the card, and the Halvorsens hear from you about Linden Court before they hear from anyone else.

See the sales pipeline

Try it: drag the $19,000 card to Signed.

Management proposals on the board, with the stages named the way a property management company says them.

Turn the signed agreement into the takeover, then give every turnover an owner

When the owner signs, one click turns the proposal into the project with the owner attached as the client. Break the takeover into the steps you actually run: keys, codes, and records from the last manager, a unit-by-unit inspection, make-ready repairs, the vendor and warranty list, the first walkthrough with the owner. Each phase has an owner (the person on your team, not the one who owns the building) and a status.

Every job after that is its own project on the same owner’s page. A turnover is move-out inspection, repairs, paint, clean, and final photos. A renovation is scope, owner approval, demo, install, and punch list. A failed water heater is diagnose, replace, and follow up. Tenant requests still come in wherever they come in today. Once you’ve decided to do the work, the job lives in Scoped with the owner attached.

The details that save a trip go on the phase as a comment the whole team sees: the owner approved the new range, she wants a call on anything over $500, the lockbox code changed. Your maintenance lead reads it on their phone in the parking lot. Your Focus view shows only what’s waiting on you, and for the summer move-out rush, a cycle (on Plus and Pro) gives two weeks of turnovers their own start and finish.

See Projects
A tradesman in a cap and gray hoodie caulks a kitchen window frame while drop cloths cover the counters
A building takeover broken into phases, each with an owner and a status, with the property’s owner linked at the top as the client.

Answer the owner from the record, and keep the building for years

A broken water heater is a repair. An owner who hears about it last starts taking other managers’ calls. Every phase, comment, and change stays on the job, and the job stays on the owner’s page, so when they call to ask about the new range in unit 6, the office answers while they’re still on the line instead of texting the maintenance lead.

Star the note that matters most, like the owner’s approval limit or the plumber they insist on, and it shows with the starred notes on the owner’s page. When a job is done, archive it. The history stays with the owner, so next year’s renovation proposal starts from what you already did to the building, not from memory.

Rent, leasing, and owner statements stay in the software you already use for them, and neither owners nor tenants get a login to Scoped. Scoped is where your team keeps the part owners actually call about: what’s being done to their property, who’s on it, and what they approved.

See Clients
A woman in glasses takes a phone call at a wooden desk with an open laptop and notebook in a small office
A takeover’s activity: each change and comment under the person who made it, and an assistant’s update recorded under the person who authorized it, with the connection it came through.

Brief yourself on the building before the owner calls.

Connect Claude Code or Codex to your workspace and ask it about the real work: the owners you’re courting, the turnovers still open, the owner you’re about to call.

  1. What’s still open on Linden Court? Post a comment asking Dev to rekey units 4 and 9, missing from the key log.It reads the project’s phases and comments, lists what’s still open, and posts a comment asking Dev to rekey units 4 and 9, recorded under your name.
  2. Which turnovers are still open this month, and which step is each one waiting on?It reads your turnover projects and answers with each unit, the phase it’s stuck on, and the person who owns that phase.
  3. I’m calling Ruth Halvorsen at 2. What did the Linden Court inspection turn up, and what has she approved?It reads her owner page and the takeover’s phases and comments, and summarizes the inspection findings, each approval she’s given, and anything still waiting on her.

You approve the connection for one workspace, choose what it may change, 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.

Owners stay with the manager who can answer the question.

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 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.

Your office’s assistant, on every owner and every unit.

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

Every owner gets pitched. Be the manager they never have to chase.

Next Tuesday, the weekend’s owner calls are on your board before nine, the unit 6 approval is on the job where the maintenance lead will see it, and when the Halvorsens call, you answer from the record instead of calling around. Set it up this afternoon.

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

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