Scopey: Simplify quoting, scope management, and upselling.
Frequently Asked Questions about Scopey
What is Scopey?
Scopey is an AI-powered tool designed for construction and field teams to streamline the process of quoting and project scope management. It helps users generate professional quotes and scopes in minutes, reducing admin work and increasing accuracy. Scopey includes features like a service component library for building a consistent product catalog, automatic tracking of client change requests, and tools for intelligent upselling of optional services. These features aid in preventing scope creep, improving transparency, and maximizing project profitability. The platform also supports electronic signatures, making contract signing easier and faster. Overall, Scopey simplifies complex workflows, helping businesses save time, increase revenue, and keep projects on track.
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:
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:
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.