User guide

Every feature, walked through.

Short narrated recordings of the real software, one feature at a time, in the order a new company meets them. Each chapter is its own page with the video and the written steps, so it works with the sound off and as a reference the second time round. Use the contents on the left to jump to the feature you need.

13 chapters 43:25 of video Manual workflow · AI features covered separately

Part 01 · Overview

How ScopeFlow fits together

Three ideas carry the whole system: resources, templates, and the bill. Understand how they stack and everything else on this page is detail.

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The shape of it

  1. Resources are the things you buy or use: a membrane, a fastener, an hour of labor, a crane for the day. Each has a code, a unit and a rate. They live in your price database.
  2. Templates (also called build-ups) are recipes. One square foot of a roof system is so much membrane, so much adhesive, two layers of insulation and some minutes of labor. Give a template a quantity and it works out the cost.
  3. A project is one job. It holds the job's documents, its takeoffs and its estimates, and it is pinned to one price database.
  4. An estimate is sections of bill items. Each item has a quantity and one or more build-ups. A build-up can be typed line by line from resources, or dropped in whole from a template — a template used as an assembly.
  5. A takeoff turns the drawings into quantities: measured areas, lengths and counts that become bill lines and are pushed onto the estimate.
  6. Markup sits on top: margin or markup-on-cost, overhead, risk and bond, for the whole estimate, a section or a single item. Then you export.
The rule everything follows Your database never moves under a live bid. An estimate snapshots the rates it was built with; changing a price later does not change a quote you have already sent.
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