The Scope platform

From first knock
to final handoff.

A shared place for every client, field visit, and next step. Keep your roofing sales team connected from the property to the office.

The core workspace

One job. Every next step.

The everyday tools your team needs, connected by the same client record. Included in Base and Pro.

01 / Clients and follow ups

Keep the whole conversation.

Know the client, see where the job stands, and pick up exactly where your team left off.

A complete client history: Contacts, property details, insurance information, and notes stay with the job.
A pipeline with clear ownership: Follow each stage and see who is responsible for moving the work forward.
Appointments and follow ups: Keep visits, assigned follow ups, and the next conversation in view.

Scope ClientsExample workflow

Client fileMB

Maya Bennett

214 Cedar Lane, Raleigh

LeadInspectionEstimate

Assigned to: Elena Ruiz
Property: Residential roof

Next appointmentRoof inspectionThursday · 10:00 AM

The history and the next step. Together.

Client history, ownership, and the next visit. Illustrative example.

02 / Fieldwork and inspections

Bring the visit back to the team.

Capture the work at the property with the context the office needs to keep it moving.

Your own leads, captured in the field: Connect manual lead capture and canvassing activity to your client workflow.
Inspection notes and photo evidence: Keep the property details, findings, and supporting images together.
A record that follows the work: Give the next person the history behind the visit, without piecing it together from messages.

Example residential roof photographed for an inspection record — From the property to the shared client record. Illustrative example.

03 / Estimates and production

Carry the details into the job.

Move from the estimate to the production handoff with the client file close at hand.

Estimates with room for the details: Keep line items, revisions, and job value connected to the client.
The paperwork in one place: Organize estimates, agreements, documents, and job records as work progresses.
A clearer production handoff: Connect measurements, material orders, deliveries, and crew scheduling to the next step.

Scope Estimates & productionExample workflow

Roof replacement estimateMaya Bennett · Revision 02

Saved

Materials: $9,860
Labor and installation: $7,320
Other project costs: $1,460
Project estimate: $18,640

Estimate, agreements, and job records

Production · Next stepPrepare material order

Measurements → Materials → Delivery → Crew

One record, from estimate to handoff.

Carry the client file into the next stage of work. Illustrative example.

04 / Team visibility

Give everyone the right context.

A shared process for the field and office, with responsibilities your team can follow.

Invitations and role access: Bring people into your company workspace with access controlled by their role.
Ownership across the workflow: Keep assignments clear as a job moves between reps, office staff, and production.
A shared view of progress: See client activity and pipeline progress without asking everyone for an update.

Scope TeamExample workflow

A shared view of the workThe right context for each role

Elena RuizInspector · Assigned client work

Field

Marcus ChenProduction · Jobs and materials

Office

Priya ShahOwner · Team and company settings

Owner

Field recordOfficeProduction

Access follows each member’s role.

Shared responsibility, with access controlled by role. Illustrative example.

AI assistance Pro

Less time gathering the details. More time moving the job forward.

Ask about your work. Prepare the next step. Turn the details you’ve already gathered into something your team can use.

Meet Cowork. Your workspace, in conversation.

Bring a client into the conversation, find the context, and review proposed changes before applying them.

Scope CoworkExample workflow

CoworkAI assistance

Summarize @Maya Bennett’s file and add a note that she prefers afternoon visits.

Gathering the details…

Maya’s inspection is saved, and her roof estimate is $18,640. Elena Ruiz is assigned to the job.

I’ve prepared the note update for your review.

Proposed changeAwaiting confirmation

Maya Bennett · Client notes

Prefers afternoon visits.

An illustrative conversation. Proposed changes stay ready for your review.

Reports and documents

Start with the fieldwork you’ve already done.

Use the client record and inspection findings to prepare a clear first draft.

Inspection reports: Bring property details, findings, and supporting evidence into a structured report.
Sales decks and supporting documents: Prepare presentations, contracts, and completion documents with AI assistance.
Your team reviews the result: Keep the client context close as you review and refine the generated content.

Scope ReportsExample workflow

Inspection reportDraft generated from the client record

Pro

Property assessment

214 Cedar Lane

Prepared for Maya Bennett

Property and inspection

Client details, roof information, and the visit record.

Findings and photo evidence

Inspection notes with the supporting images.

Summary and next steps

A clear starting point for your team to review.

Inspection report · Draft for review

An illustrative report structure. Review generated content before using it.

Photo annotation

Make the findings easier to see.

Add clarity to inspection photos with AI annotation, then review the details yourself.

Focus on the inspection image: Use AI suggestions to help identify and communicate visible findings.
Review and refine annotations: Keep control of the labels and areas you use to explain the property.
Keep the evidence connected: Save the annotated photo with the inspection so the team has the same context.

Example shingle roof with illustrative inspection annotation overlays — Illustrative overlays, not an assessment of the pictured roof.

Connected tools

Keep the rest of your day connected.

Your workspace in the field

Bring clients, appointments, and supported saved work with you. The web workspace and mobile app are included in both plans.

Explore the mobile app

The tools you work with

Connect supplier ordering and signatures to the job. Eligible provider accounts and authorization are required.

Explore integrations

New opportunities Pro

Partner lead generation is separate from capturing your own leads. Partner connections are coming soon.

Coming soon

Core tools in Base. AI assistance in Pro.
Both plans include web and mobile. One company plan for your team.

Compare the plans

A few things to know.

What comes with the core CRM?

Base includes client records, pipeline stages, fieldwork, inspection records, scheduling, estimates, documents, production, and team management.

What does Pro add?

Pro adds AI chat, AI report and document generation, and AI photo annotation. Lead generation is also part of Pro, with partner connections coming soon.

Can we capture our own leads on Base?

Yes. Adding clients and recording leads from your own canvassing are core tools. Pro partner lead generation is a separate capability.

Is the mobile app included?

Both plans include the web workspace and mobile app. Previously loaded records and supported saved changes can stay on your device. Signing in, downloading files, and opening photos or documents require a connection.

What do integrations require?

Supplier ordering and signature connections require eligible provider accounts and authorization. Separate provider services may have their own costs and terms.

How do we get started?

Book a demo to walk through your workflow, the field app, and the company workspace. We’ll help you understand plan availability and access for your team.

See Scope in action

Walk through client files, inspections, estimates, and follow ups with our team. See how Scope fits the way your roofing business sells.