Your co-pilot for site walkthroughs, client conversations & estimating.
The way you'd do it yourself.
Walk the property. Talk to your client. CallScope catches every detail and turns it into a ready-to-send estimate, priced your way and written in your words.
Walkthrough with Marcus Webb
1 min 47 sec · in progress
Marcus Webb
📞 404-555-0183 · 447 Commerce Dr, Atlanta GA
Estimate ready · 2 min 14 sec
from walkthrough to send
From walkthrough to estimate, the way you already work
No new workflow to learn. Just do the job the way you always have, and CallScope keeps up.
Site Walkthroughs
Walk the property.
You walk the site with your client like you always do. CallScope tags along, picking up what you point out and what you measure, without slowing down the conversation.
Client Conversations
Talk like you normally would.
Every question, requirement, and “oh, one more thing” gets captured. CallScope turns it into clear action items and sends them straight to your office team, so nobody has to ask what the customer said.
Estimating
Get a priced estimate in seconds.
Everything from the walkthrough and the conversation runs through your Brain layer: your pricing, your material and labor costs, your own rules. Out comes an estimate priced the way you'd price it.
See how the Brain works ↓↑ This is the Brain layer behind Win 03
The more it knows about your business, the more it estimates like you
Every walkthrough and every conversation gets run through what you've taught CallScope about your trade: your terms, your prices, your costs, your rules. That context gets used on every job, automatically.
Knowledge Base
Your trade terminology, exclusions, and field notes, so every scope reads the way your crew actually talks instead of how a generic chatbot guesses.
Pricing Sheet
Your real price list. Every estimate gets matched against the numbers you set, not some industry average that undercuts your margin.
Job Costs
Labor, materials, and target margins, so an estimate protects your profit instead of just filling in a line-item total.
Company Profile
Your trade, service area, and business rules: travel charges, minimums, deposits. The foundation everything else builds on.
Speaks your trade's language
Say "stall" instead of "parking space," or "4-inch double yellow" instead of spelling it out. It already knows what you mean because you taught it.
Prices jobs the way you price them
Your minimums, your deposit terms, your rules. Estimates come out matching how you already quote.
Catches what a generic chatbot would miss
Exclusions you always call out, upsells you always mention. Once they're in here, it never forgets to check for them again.
This stays yours. Only yours.
Everything you teach CallScope, from your pricing and terminology to your job costs and business rules, is used only to make your estimates smarter. It's never used to train, fine-tune, or improve any AI model for any other customer, under any circumstances. This isn't a shared dataset. It's your knowledge, kept private to your company and working for you alone.
The full estimating workflow, automated
No manual entry. No missed scope. No back-and-forth.
Estimate Agent
Refine the scope in plain English. Add items, remove them, adjust quantities, and the estimate updates in real time.
Updated total: $1,950
Updated total: $1,800 · Create estimate →
On-Site Recording
Tap the orb and narrate what you see: customer name, project, location, scope. CallScope handles the rest while you drive to the next job.
Office Handoff
Action items and scope notes go straight to your team, so nobody has to ask what the customer said.
Pricing Match
Every scope item matched to your real price list, not a generic industry rate.
One-Click Email
Send the estimate and summary to the customer, CC your team, all in one click.
Digital employees built for the trades
Agents work in the background like members of your office staff. They read the emails, write up the scopes, and dig up new work, so you can work on your business while they work in it. Every one of them runs on your Brain, so they talk and quote like your crew.
Request Agent
Your email employee · never misses a bid request
Bid requests show up buried in email threads with photos and site plans attached. The Request Agent works that inbox for you: forward the email and it does the paperwork your office manager would, in seconds.
1.Forward the email
A customer emails a bid request. Anyone on your team forwards it to your company agent address.
2.It reads everything
Body, photos, PDFs, and site drawings. Customer, location, and scope pulled out, no re-typing.
3.Scope is ready
A clean scope lands in CallScope, ready for your team. Whoever needs to know gets pinged.
4.You price it
The agent never sends a number. Turning the scope into an estimate is one click by a real person.
To: estimates.yourco@inbound.callscope.ai
“Need ~60 stalls restriped, 2 ADA spots, fire lane. Plan attached.”
Scope ready · team notified
- Restripe parking stalls60 spaces
- ADA stall + symbol2 each
- Fire lane curb paintper LF
Waiting on you to price it.
- A dedicated inbound address for your company
- Reads photos, PDFs, and construction drawings
- Only approved senders can trigger it
- Optional "scope is ready" email to each teammate
Estimate Agent
Your on-call estimator
Talk through a job like you would with your best estimator. It builds the scope as you go, proposes changes you accept or reject, then turns it into a priced estimate off your sheet.
- Chat on web or phone
- You approve every change
- Priced from your pricing sheet
Market Intelligence Agent
Your business development researcher
Every week it researches the big projects kicking off in your service area, based on your trade and the jobs you want. You get a newsletter with the opportunities, the people making the decisions, and where your services fit in. The homework is done, so you can focus on making the right connections.
- Weekly newsletter of big projects starting near you
- Key stakeholders and decision makers named
- How your scope fits, plus a suggested approach angle
Trained on your Brain
Your pricing, exclusions, minimums, and trade vocabulary. Not a generic chatbot guessing.
You stay in control
Approved senders only, and nothing gets priced or sent to a customer without a person signing off.
Works where you already work
Your inbox, your phone, the tools you already run. No new system for the crew to learn.
Request Agent is in beta for Pro and Business plans.
Build your own agent
Every shop has that one job it does its own way. Teach an agent how you do it: give it the files it needs, lay out the steps, and it runs the whole workflow for you, on a schedule or the moment something comes in.
1.Give it its own context
Upload the documents, notes, and rules this one agent needs. It keeps its own memory, separate from your other agents, on top of everything in your Brain.
2.Lay out the workflow
Pick what kicks it off (a schedule, an incoming email, a finished job) and write the steps it should take in plain English.
3.Approve and let it run
Choose which steps need your sign-off. Everything else runs on its own, and every action shows up in your activity log.
More ideas from the trades
Chase invoices unpaid after 30 daysAsk for a review after every finished jobPre-season reminders to past customersWeekly digest of new bid postings
Example agent
Warranty Check-in Agent
Its context
Its workflow
- 1Find jobs finished 11 months ago
- 2Look up the property manager on each job
- 3Draft a check-in offering a free touch-up inspection
- 4Send drafts to me for approvalYou approve
- 5Send, then log any replies as new scopes
Contractors who stopped writing estimates by hand
Real stories from the field.
“Before CallScope I was spending 45 minutes writing up every estimate by hand. Now I'm done before I leave the parking lot.”
Mike R.
Striping Contractor · Atlanta, GA
“The AI caught three scope items I almost missed on my last paving job. That's $800 I would've left on the table.”
Danny K.
Paving Contractor · Phoenix, AZ
“I send estimates to customers while I'm still in my truck. They've started accepting on the spot.”
Luis M.
HVAC Contractor · Dallas, TX
Simple, transparent pricing
Start free. Upgrade as your business grows. No contracts.
Free
- 10 scopes/month
- 5 estimate agent sessions
- Automatic scope & estimates
- PDF (watermarked)
Starter
- 75 scopes/month
- 30 estimate agent sessions
- Branded PDF estimates
- Email sending
Pro
- 200 scopes/month
- 100 estimate agent sessions
- White-label PDF
- Up to 3 team members
- Priority support
Business
- Unlimited scopes
- Unlimited scope sessions
- White-label PDF
- Up to 10 team members
- Priority onboarding
Stop writing estimates by hand
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