Scopey

Scopey simplifies quoting and scoping. Build consistent service libraries, track changes in real time, and ensure accurate pricing and approvals for seamless project delivery and increased revenue.

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Scopey

Introduction

What is Scopey?

Scopey is a cutting-edge platform designed to revolutionize the way businesses handle scoping and quoting work. It addresses common challenges such as static quotes, scope creep, and inefficient administrative processes by providing dynamic pricing, real-time tracking, and structured service libraries. Scopey ensures that your quotes remain accurate, practical, and profitable as projects evolve, while also streamlining upselling opportunities and enhancing client collaboration.

Main Features of Scopey

1. Dynamic Pricing Engine

Scopey’s dynamic pricing engine adjusts in real time as project requirements change, ensuring that your quotes and specifications stay up-to-date and aligned with evolving work needs. This prevents costly miscommunications and keeps projects on track financially.

2. Service Component Library

One of Scopey’s standout features is its Service Component Library, which allows businesses to build a comprehensive database of repeatable services and products. This library enables faster, more consistent quoting and empowers teams to share pricing knowledge across the organization.

3. Real-Time Change Tracking

Scopey automatically detects and logs variations in project scope, ensuring that all changes are documented, priced, and approved in real time. This feature helps prevent scope creep and protects your revenue from untracked variations.

4. Intelligent Upselling

Scopey identifies valuable optional services that can enhance the project or address client assumptions, turning these opportunities into professional, transparent upsell offers. This not only increases revenue but also improves client satisfaction.

5. E-Signature Contracts

Scopey generates professional, client-ready quotes and contracts that can be signed electronically, speeding up approvals and ensuring all agreements are secure and legally binding.

How to Use Scopey

Getting started with Scopey is simple and intuitive. Here’s how you can leverage its features:

  1. Create Quotes and Scopes: Use Scopey’s AI-powered pricing engine to generate clear, professional quotes and scope of work contracts in minutes. These documents are collaborative, keeping clients informed throughout the project.

  2. Build Your Service Library: Organize your services into scalable, repeatable components using the Service Component Library. This ensures consistent quotes and faster responses to client requests.

  3. Track Client Changes: Automatically log and manage out-of-scope changes in real time, ensuring nothing slips through without approval. This keeps your workflow organized and your revenue protected.

  4. Upsell Services: Leverage Scopey’s intelligent upselling suggestions to identify and present valuable optional services to clients, increasing revenue and adding value to projects.

  5. E-Sign Contracts: Generate and send e-signature contracts for quick, secure approvals, ensuring all agreements are legally binding.

Pricing

Scopey offers flexible pricing plans to suit businesses of all sizes. While specific details may vary, the platform provides a free trial to help you get started. For more detailed pricing information, including subscription options and custom integrations, visit the Scopey website or book a demo.

Helpful Tips

  • Start Small: Begin by using Scopey for a single project or department to familiarize yourself with its features before rolling it out company-wide.

  • Leverage Templates: Utilize Scopey’s free quote and scope templates to streamline your initial setup and ensure consistency.

  • Train Your Team: Ensure all team members understand how to use Scopey effectively by scheduling training sessions or leveraging the platform’s built-in tutorials.

  • Customize Your Library: Tailor the Service Component Library to reflect your business’s unique offerings, making it easier to generate accurate quotes quickly.

Frequently Asked Questions

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.

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