Accurate HVAC Project Scoping. No More Guesswork.

The Scoping Tool for HVAC Repair. Define HVAC projects clearly and efficiently.

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Struggling to define HVAC project scope?

HVAC projects often involve unclear requirements, leading to scope creep and budget overruns. Scopey helps you break it down easily.

Scope in Minutes

AI-powered templates generate detailed project scopes for installations, repairs, and maintenance.

Track Project Changes

Monitor changes in project requirements and ensure they’re documented.

Standardised Scoping

Build structured scoping models for residential, commercial, and emergency HVAC repair.

Scopey helps HVAC technicians streamline scoping, track changes, and maintain project clarity.

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Core Features

  • Quote Fast: AI-powered quoting that saves hours.
  • Upsell Naturally: Suggest additional services automatically.
  • No Client Surprises: Keep every request documented and approved.
  • Logged Client Approvals: Every change is tracked and signed off.
  • Branded Contracts with eSignatures: Send professional, ready-to-sign quotes.
  • Integration-Friendly: Connect Scopey with your favorite tools.
  • Live Tracking: Automatically detect and log changes in real time.
  • Simple to Learn and Use: Get started fast—no steep learning curve.

"Scopey has proven to be an invaluable tool for managing scope creep on our projects"

Rob O'Halloran

"Scopey has been great, it didn’t just help us to bill more, it also meant we had a clearer original scope that took half the time"

Ben - Blitzm Design

Get Started with Scopey

Join HVAC technicians using Scopey to define precise project scopes and avoid scope creep.
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Frequently Asked Questions

How should I scope an HVAC installation?

Scoping depends on factors like system size, ductwork, and labor. Scopey helps create structured, clear project scopes.

How do I handle last-minute client requests?

Scopey tracks all client requests and ensures they’re documented and approved before work begins.

What’s the best way to scope emergency HVAC repairs?

Structured scoping based on urgency, parts, and labor ensures clear and efficient project definitions. Scopey makes this easy to manage.

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