From first conversation to final delivery. Scoped keeps every lead, quote and job in one place. Stop running your business on texts, voicemail and memory.
Built for the whole job, start to finish
One lead comes in by text, another by voicemail, and you mean to call back Thursday. The quote that never went out never felt like a loss — it just quietly went to someone else. Meanwhile the business that answered first is already on the job.
Step one
Every lead lands on one board the moment it comes in. You see who is still waiting on a number, and your quote goes out while the job is still warm.
Step two
The quote you won turns into a project with the customer already attached. Your crew opens it and sees what is next, what changed and who owns it.
Step three
Notes, quotes and callbacks stay on the customer after the job closes. When they ring back next season you start from the history, not from scratch.
Meet Clients New
The call, the walkthrough, the quote, the job. Keep companies, contacts, deals, and notes next to the work they turn into, so nothing lives only in your head.
Activity, people, deals, and jobs on one company page. Scroll back and see exactly what you promised.
Gate codes, access notes, what they picked last time. Tie a note to a job and favorite the ones you reach for on site.
Jobs stay linked to their company and deal. Move a deal to another customer and the linked jobs follow.
A customer page in Scoped · Illustrative workspace
From a won job to work in motion
Open the app and see who is still waiting on you. Jobs to pick back up, customers who need a callback, and the callback you owe right there at the top.
See how it works
Pick up a job exactly where you left it. Where it stands, what changed since you last looked, and the next thing to do — with the customer and the won quote still attached.
See how it worksAI that knows your business
Connect your preferred AI assistant over the Model Context Protocol (MCP), and it reads your clients, your pipeline and the jobs in flight before posting updates back — under permissions you grant and can revoke at any time.
Illustrative workflow: Sam asks an assistant to catch up on the kitchen remodel. The assistant reads HSC-148, finds two tile samples still waiting on the customer, and posts the next steps to Scoped under Sam’s authorization. Tariq sees the update in the issue’s activity and takes the callback.
A lasting home for the work
Every job, note and conversation stays with the customer it belongs to. Use Scoped Cloud in your browser, or explore desktop availability for work stored on your own computer.
Cloud takes care of hosting. Desktop keeps storage under your control. Check the download page for available platforms.
Come back to the current status, the latest notes and activity, and what needs doing next.
Finished jobs are put away, not thrown out, so the record is there when that customer calls back.
Export your records with documented boundaries, and check a restore before you count on a backup.
For the owner who does it all
Questions, answered
Scoped is intentionally focused. Here is exactly what it does today.
No. If you can drag a card across a board, you can run Scoped. Connecting an AI assistant is optional, and the setup is guided when you decide you want one.
Yes. The Clients area is live now, with companies, contacts, deals, and notes in the same workspace as your jobs. Leads move across a drag-and-drop pipeline with stages you can rename; the defaults are Lead, In Progress, Won, and Lost. Each company page keeps the relationship history and a dated activity feed.
Moving a deal to Won offers to start a project with the customer’s details already filled in. You choose whether to create it, and the project stays linked to the company and the deal. If you move that deal to another company later, its linked projects follow.
Scoped organizes customers, quotes, jobs, owners, and due dates. Trades such as painting, contracting, and electrical work fit that structure, and so do boutique retail shops and photographers. If you sell the work and then deliver it, Scoped is built for you.
An assistant you connect can read your clients, your pipeline, and the jobs in flight, then post updates and comments back. It starts from the record your team already keeps, so nothing has to be described from scratch.
Scoped does not run your agents. Your assistant runs in its own tool. Scoped supplies the context and accepts the changes you authorized, through MCP. Every connection gets workspace-specific access that you grant, inspect, and can revoke.
Scoped currently maintains named setup paths for Codex and Claude Code. Other tools may support the same MCP and OAuth standards, but Scoped does not list them as supported integrations without a maintained setup path.
A change that arrives over MCP records the authorizing person and connection source. That shows whose permissions were used and how the update reached your workspace; it does not imply that person typed it by hand.
Scoped holds your clients, deals, and jobs. Aether is Quintessence Group’s separate memory product. An optional Aether integration is planned; it is not available in Scoped today. You can use Scoped and connect an outside assistant without it.
Scoped Cloud keeps it in a managed PostgreSQL database. Desktop storage stays under your control; check the download page for current platform availability and storage options. When you connect an outside assistant, the information it retrieves may also be processed by that assistant’s model provider.
Yes. Export your Scoped records with documented boundaries, and verify a restore before you rely on a backup. Finished clients and jobs are archived rather than deleted, so the history is still there when a customer calls back.
Scoped can import supported fields from a Linear workspace-admin CSV and tells you what was left out. Comments, attachments, relationships, and activity that are not in the file are not reconstructed.
Yes. Create a workspace, invite whoever helps you run the business, and use Scoped from any browser without operating a database. Check the download page for the separate desktop app and platform availability.
Answer first, win the work, and keep track of every promise you made along the way.
Use Scoped in your browser or install it on your desktop.
Scoped