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Ratings and Reviews 0 Ratings
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What is Scopey?
Scopey transforms how professional-service firms handle their quoting process by simplifying the creation of work estimates, clarifying service parameters, and effectively managing client-driven changes. Its powerful platform enables users to swiftly generate detailed project outlines and polished proposals in mere minutes, leveraging features such as an AI-based pricing strategy, recommendations for supplementary services to boost sales, and real-time tracking of project scope adjustments as client needs evolve. By standardizing pricing models and promoting client interaction through tools like e-signatures and collaborative dashboards, Scopey empowers teams to refine their services into clearly defined, scalable offerings. The system efficiently identifies work that exceeds the original scope, automatically logs variations, and ensures that new requests are documented, priced, and approved in an organized manner, thus protecting profit margins and increasing revenue opportunities while reducing scope creep. This innovative solution is designed for ease of use, replacing tedious spreadsheets and protracted email threads with streamlined, dynamic scopes that align teams and clients for better project management. Overall, Scopey proves to be an invaluable resource for organizations striving to boost both their operational efficiency and client satisfaction levels. With its intuitive design and comprehensive features, it stands out as a game-changer in project management for service-oriented businesses.
What is ScopeAssist?
ScopeAssist is an all-encompassing mobile inspection tool that seamlessly integrates with Xactimate, enabling users to produce estimates that clearly define the complete scope of work in a way that is both understandable and acceptable to adjusters, and all of this can be accomplished in a mere 60 seconds. With its user-friendly interface, the app walks you through the roof scoping process while simultaneously collecting and analyzing vital data. Its sophisticated guideline engine takes into account all necessary inspection parameters, allowing for the generation of an adjuster-ready estimate even before you step off the roof. Thanks to its smooth integration with EagleView, the industry’s leading provider, you can easily request the aerial CAD necessary for your work. Whether you choose ScopeAssist’s comprehensive pricing model or prefer to use your own CAD account, you’ll have access to crucial roof measurements ahead of your on-site visit. Not only does ScopeAssist effectively guide you through the roof assessment, but it also helps in accurately identifying damages. Furthermore, the app features an in-app glossary that elucidates roofing components, from the most common to the more obscure, which enhances your comprehension as you conduct your inspections. This invaluable tool ensures that users are thoroughly prepared to tackle the intricacies associated with roofing evaluations, making the inspection process smoother and more efficient than ever.
Integrations Supported
HOVER
JobNimbus
Xactimate
API Availability
Has API
API Availability
Has API
Pricing Information
$19 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Scopey
Date Founded
2022
Company Location
Ireland
Company Website
www.scopey.co
Company Facts
Organization Name
Accurence
Date Founded
2005
Company Location
United States
Company Website
accurence.com/scopeassist/
Categories and Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Categories and Features
Construction Estimating
Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis