Scopey: Streamline quoting and boost project profitability.

Frequently Asked Questions about Scopey

What is Scopey?

Scopey is a computer program made for construction and field teams. It helps them create quotes and manage project details fast and accurately. This tool saves users from doing a lot of manual work. It can generate professional quotes and scopes in just a few minutes. Users can build a library of services and products they often offer. This makes it easy to keep a record and set prices based on value, effort, or materials. Scopey also has features to track changes during projects. This helps prevent scope creep and keeps everyone on the same page.

Another useful feature is e-signature integration. It lets clients sign contracts electronically, speeding up approval processes. Users can also get tips for upselling, which means offering extra services that clients may need. This can increase revenue without extra effort. Scopey can connect with many other systems, and if it doesn't already support a platform, custom integration is possible for an additional fee.

The main users of Scopey are project managers, estimators, contractors, business owners, and sales teams. They typically use it to speed up quoting, track project changes, build a trusted service library, upsell services, and manage project scope. The platform helps standardize service pricing, collaborate with clients easily, and make workflows more efficient.

Pricing details are not provided, but Scopey offers a free trial to try all features. It helps reduce administrative tasks, improve accuracy, and increase project profits. Overall, Scopey replaces older methods like spreadsheets, emails, paper contracts, and inconsistent pricing with a modern, digital system. It makes project management simpler and more transparent, helping teams deliver better results faster.

Key Features:

• Quote Generator
• Scope Tracking
• Service Library
• Change Management
• E-signature Integration
• Real-Time Notifications
• Upselling Tips

Who should be using Scopey?

AI Tools such as Scopey is most suitable for Project Managers, Estimators, Contractors, Business Owners & Sales Teams.

What type of AI Tool Scopey is categorised as?

What AI Can Do Today categorised Scopey under:

• Project Management AI
• Content Generation AI

How can Scopey AI Tool help me?

This AI tool is mainly made to project quoting and scope management. Also, Scopey can handle generate quotes, track project changes, build service library, upsell services & manage scope for you.

What Scopey can do for you:

• Generate quotes
• Track project changes
• Build service library
• Upsell services
• Manage scope

Common Use Cases for Scopey

• Speed up quote creation for faster project initiation.
• Track scope changes to prevent scope creep.
• Upsell additional services to increase revenue.
• Standardize service pricing for consistency.
• Collaborate easily with clients on project scope.

How to Use Scopey

Create an account, input your service details into Scopey's platform, and generate quotes and scopes quickly. Use the service library to build your custom service database, and track client changes and variations in real time through the platform.

What Scopey Replaces

Scopey modernizes and automates traditional processes:

• Manual spreadsheets for quoting
• Email-based scope communication
• Traditional scope management processes
• Paper contracts and signatures
• Inconsistent service pricing methods

Additional FAQs

How can Scopey help create a service library?

Scopey's Service Component Library makes it easy to build a shared database of your repeatable services and products. You can set pricing based on value, staff effort, or materials needed, ensuring fast, consistent quotes without extra hassle—while still allowing for custom work when needed.

Can Scopey handle e-signature contracts?

Yes! Scopey generates professional, client-ready quotes and contracts that can be signed electronically. This speeds up approvals and ensures all agreements are secure and legally binding.

How does Scopey make quoting easier?

Scopey simplifies quoting by building scopes in minutes, suggesting optional services for upselling, and tracking out-of-scope changes. This ensures quotes stay live, accurate, and profitable.

Can Scopey integrate with our systems?

Scopey integrates seamlessly with many systems. If your platform isn’t on our list, we can still assist with a custom integration, which may incur an additional service fee.

How can Scopey help me upsell services?

Scopey makes upselling easy by suggesting optional services clients may need based on the project scope. This allows you to proactively offer additional value and capture more revenue without guesswork.

Discover AI Tools by Tasks

Explore these AI capabilities that Scopey excels at:

• project quoting and scope management
• generate quotes
• track project changes
• build service library
• upsell services
• manage scope

AI Tool Categories

Scopey belongs to these specialized AI tool categories:

• Project Management
• Content Generation

Getting Started with Scopey

Ready to try Scopey? This AI tool is designed to help you project quoting and scope management efficiently. Visit the official website to get started and explore all the features Scopey has to offer.