Quote Faster. Reduce Complexity. No Surprises.

The Quoting Tool for Automation & Control System Providers. Streamline your pricing, capture every change, and turn scope adjustments into revenue.

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Struggling with complex project quoting?

With Scopey, you can generate detailed quotes in minutes, track system modifications automatically, and ensure every additional request is accounted for.

Quote in Minutes

Use AI-powered templates to generate accurate and structured automation system quotes instantly.

Capture Every Change Automatically

Scopey tracks out-of-scope requests from client communications—ensuring all system enhancements are properly billed.

Standardised Pricing

Create a structured service catalog to keep pricing consistent, improve forecasting, and uncover new revenue opportunities.

Scopey helps automation and control system providers streamline quoting, manage scope changes, and increase profitability.

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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 automation and control system firms using Scopey to generate faster, more accurate quotes and improve revenue from project modifications.
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Frequently Asked Questions

What factors should I consider when scoping a solar installation project?

When scoping a solar installation project, several key factors must be taken into account to ensure efficiency, performance, and compliance. Roof orientation and shading significantly impact energy generation, as south-facing roofs typically yield the best results. Local climate conditions, including seasonal variations and average sunlight hours, affect panel efficiency. Energy consumption patterns should also be analyzed to design a system that meets the client’s needs while optimizing storage and grid integration. Additionally, regulatory requirements and permitting processes vary by region, making it essential to ensure compliance with all local laws. Evaluating financial incentives, such as tax credits or rebates, can also help clients make informed decisions and improve the return on investment for their solar projects.

How can I ensure my solar installation quotes are competitive yet profitabl

Competitive yet profitable solar installation quotes require careful cost management and pricing strategies. Standardized pricing models can be developed by breaking down costs into clear categories such as equipment, labor, permits, and operational expenses. Offering tiered pricing options for different system sizes and add-ons can attract a wider range of customers while maintaining profitability. Keeping up with market trends, including changes in solar panel technology and installation costs, ensures pricing remains relevant and appealing to clients. Additionally, transparency in quotes—clearly outlining what is included and highlighting potential savings through energy efficiency—can build trust and increase conversion rates. Ensuring that quotes account for both short-term costs and long-term savings from reduced energy bills can also position the offer as a strong value proposition.

How do I handle unexpected changes during a solar project?

Changes in solar projects are common due to evolving client needs, unforeseen site conditions, or permitting adjustments. A well-structured change management process is crucial to mitigate disruptions. This involves documenting all change requests, evaluating their impact on timelines and costs, and securing client approval before proceeding. Clear communication with the client about how modifications will affect the budget and completion schedule helps set expectations and prevents disputes. Using automated tracking tools can streamline this process, ensuring that every adjustment is properly recorded and billed. Additionally, building contingencies into initial quotes for potential challenges—such as additional structural reinforcements or rewiring—can reduce financial strain when changes arise. Educating clients on the importance of accurate initial assessments can also minimize the likelihood of unexpected alterations later in the project.

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