Built for trades & service businesses
14 daysFree to test
No spreadsheet chaosOne place for leads, quotes and jobs
Trade-readyTemplates for real local workflows
Win the job. Send the quote. Get paid.
Scopeflow gives builders, plumbers, electricians, landscapers and local service teams a clean quote-to-cash workspace for leads, customers, documents, tasks and follow-ups.
Quote-to-cash
Lead → Quote → Send → Follow up
Simple flow
From first enquiry to paid work.
Keep the next action obvious so nothing gets missed.
Capture the enquiry
Add leads, customer details, source, value and next action.
Create the document
Build quotes, invoices, receipts or general documents from templates.
Send professionally
Share by WhatsApp, email, secure link or print-ready PDF.
Follow up to win
Track tasks, status, customer activity and quote progress.
Core platform
Everything needed to run the quote-to-cash journey.
Clear work areas for the daily jobs that make a trade business money.
Command centre
Know what needs action today.
See open value, follow-ups, quote status, recent activity, pipeline health and tasks without digging through spreadsheets.
Start with the dashboard →
Leads CRM
Track every enquiry from first contact to site visit, quote sent and won.
Quote builder
Create professional quotes with line items, terms and live preview.
Customer portal
Give customers a clean page to view documents and respond.
Tasks workspace
Keep call backs, visits, documents and job actions visible.
Templates
Start from blank or use trade-ready templates for repeat work.
Industries
Built around the way local trade businesses sell.
Use trade-specific visuals, templates and workflows without making the system complicated.
Builders
Projects, quotes and teams.
Plumbers
Jobs, visits and invoices.
Electricians
Certificates, quotes and tasks.
Kitchen fitters
Room-by-room quoting.
Landscapers
Design to completion.
Pricing & growth
Simple pricing. Clear value.
Start with a clean quote-to-cash system, then grow into templates, referrals, customer portals and owner reporting.
- Professional quotes, invoices and receipts
- Lead and customer tracking
- Tasks and follow-up workspace
- WhatsApp, email, link and PDF sending
Ready when you are
Create your first professional quote today.
No spreadsheet chaos. No messy chasing. Just a clean system for winning and delivering work.