Scopey

What is Scopey?

Scopey is an AI-powered quoting and scope management platform designed specifically for construction and field service teams. It transforms how businesses handle project quoting, scope definition, and client management through intelligent automation and real-time tracking capabilities.

How Does Scopey Work?

Scopey's AI-powered pricing engine analyzes project requirements and automatically generates professional quotes and scope of work contracts. The platform maintains a centralized service component library where businesses can store their repeatable services with predefined pricing structures. When creating new quotes, the system suggests relevant services and identifies potential upselling opportunities based on the project scope.

The platform tracks all client interactions and changes in real time, automatically detecting variations from the original scope. This ensures that every additional request is documented, priced appropriately, and requires client approval before proceeding.

Core Features

AI-Powered Pricing Engine

• Generates accurate, professional quotes in minutes
• Removes pricing uncertainty with data-driven recommendations
• Creates collaborative scope of work contracts that keep clients aligned

Service Component Library

• Builds a shared database of repeatable services and products
• Sets pricing based on value, staff effort, or materials needed
• Ensures consistent quoting across the entire team
• Enables sales teams to price work confidently without guesswork

Real-Time Change Tracking

• Automatically detects and logs scope variations
• Prevents missed billing opportunities
• Maintains organized workflow documentation
• Ensures revenue protection through proper change management

Intelligent Upselling System

• Identifies valuable optional services based on project scope
• Presents enhancement opportunities professionally and transparently
• Turns awkward upselling conversations into straightforward process steps
• Ensures all additional services are client-approved before implementation

Practical Benefits

Time Savings

Scopey significantly reduces administrative time spent on quoting and scope management. Businesses can turn work into structured, scalable services quickly, allowing teams to focus more on growth and less on paperwork.

Revenue Increase

The platform helps businesses capture additional revenue through systematic upselling and proper change management. By ensuring all out-of-scope work is properly documented and priced, Scopey prevents profit leakage from uncharged variations.

Scope Creep Prevention

Scopey effectively prevents scope creep from derailing operations by maintaining clear boundaries and documentation. Clients know exactly what they're paying for, and teams stay aligned throughout the project lifecycle.

Project Success Enhancement

By clearly defining what's in and out of scope, Scopey helps set proper priorities and ensures client expectations align with budgets. This leads to smoother project delivery and higher client satisfaction.

Target Audience

Scopey is designed for:

• Construction companies and contractors
• Field service teams and technicians
• Digital agencies and creative studios
• Professional service providers
• Businesses that struggle with scope management and quoting consistency

Integration Capabilities

Scopey integrates seamlessly with many existing business systems. For platforms not currently on their integration list, the company offers custom integration services (which may incur additional fees).

Why Choose Scopey?

Businesses choose Scopey because it transforms quoting from a static, time-consuming process into a dynamic, profit-protecting system. The AI-powered features ensure accuracy and consistency while the real-time tracking capabilities protect revenue from scope creep. The platform's focus on transparency and collaboration builds trust with clients while maintaining profitability for service providers.