INTRODUCING TEAM You built the perfect Smart Scope setup. Your company profile, your prompts, your price book, your templates, your forms. Now give it to your whole crew in one tap. SHARE YOUR SETUP Open Settings → Team, pick what to share, and publish. Invite anyone on your crew by text or email. They tap the link, Smart Scope loads your company profiles, Claude AI prompts, price book, tags, email and text templates, objectives, custom fields, checklists, digital forms, surveys, fillable PDF forms, and integration settings. No retyping. No screenshots of your price list. They're estimating like you in minutes. ONE SOURCE OF TRUTH Raise a price, tweak a prompt, add a form. Tap Publish Update and every member gets it automatically the next time they open the app, with a progress bar so they know it landed. Items you share are read-only on their devices, so your setup stays your setup. SHOW THEM ONLY WHAT THEY NEED Hide Features lets you turn off any area or Settings page for your team. Keep the field crew on estimating and Site Walk. Keep Integrations, Payments, and the Price Book editor to yourself. SHARE YOUR AI KEYS, SAFELY Optionally share your Claude and OpenAI keys and integration credentials. They're encrypted on your phone before they leave it, and the key that unlocks them travels only in the invite link. Our servers store them but can't read them. SEE WHO'S CURRENT Your member list shows who's joined, when they were last seen, and whether they're up to date. Someone leaves the company? Remove Access takes your settings off their device on their next launch, or lock Smart Scope on it entirely until you say otherwise. Team members need their own Smart Scope subscription. Everything they create stays theirs. ALSO IN THIS RELEASE • Invite links open Smart Scope directly from Messages and Mail • Full Spanish localization for Team and the Site Walk floor plan tools • Faster, more reliable Settings for teams of every size Built in Ohio by people who actually use it. O-H!

Custom Fields on Your Estimate List • New "Show in List" option for Custom Fields. Turn it on for any field and its value appears right on the estimate list, above the address, so you can see details like job type, permit number, or lead source without opening the estimate. • Multiple fields can be shown at once, in the order you've arranged them in Settings. • Addresses on the estimate list now always show the street and the city, state, and zip on one line, even if the address was entered on two lines. • Long addresses trim from the middle instead of the end, so both the street and the zip stay readable.

Line Item Groups, Everywhere AI Touches Your Estimate • Every AI path now understands groups and optional items. Magic Intelligence, Site Walk Create Draft, the guided editor, and Create from Email, Text, or Call all return line items already organized into groups and marked optional where appropriate. • Data Chat can now manage groups for you. Ask it to create, rename, reorder, or delete a group, move items between groups, or toggle an item as optional. Smarter Site Walk Drafts • New Site Walk Draft Intelligence prompt. Set it in Settings to define exactly how walks become draft estimates and line items, separate from Magic Intelligence. • Company and contact cards captured during a walk are no longer read back or sent to AI as scope content. The company card now sets the business unit on new draft estimates. • Create New Scope from a Site Walk now carries over the current customer's details, moves the walk onto the new scope, and opens it directly in Review.

Introducing Floorplan - your building plans, brought to life. Snap a photo of any floor plan during a Site Walk and start dropping pins. Choose from ~50 fire protection and MEP symbols, each one geo-stamped the moment you place it. Walk the building and watch your live position track across the plan. Multiple floors? Covered. When you're done, export the whole thing to a polished PDF. Barcode scanning comes to Forms. The new Barcode field type puts a live camera scanner right inside Digital Forms and PDF Forms - point, beep, captured. Equipment serials, model numbers, and asset tags: no more typing them in with gloves on. Claude 5 has arrived. Smart Scope's AI now runs on the all-new Claude 5 lineup, featuring a single model picker so you always choose from the latest and greatest. Send forms your way. Completed digital forms now have a Send button with your choice of HTML or PDF -automatically styled in your company's theme color so everything that leaves the app looks like you. Plus: silky-smooth drag-to-reorder in the form and checklist editors, and a fix for scope chat occasionally creating a duplicate estimate.

Localizations for Spanish and Portuguese

Introducing Property Intelligence Know everything about the property before you knock on the door. Open any customer and tap Property Intelligence. Smart Scope's AI researches the address on the spot and builds a stunning live dashboard: • Opportunity Score — a 0–100 rating that tells you at a glance how much business is waiting at this address • Instant valuation — estimated value range, equity, last sale, and annual property taxes • Roof age & storm history — see if that roof is mid-life or overdue, and every hail event that's hit the county • Permit history — know what work has already been done (and what hasn't) • Commercial smarts — lease rates, available space, building systems, and operations insights for commercial properties • AI-recommended opportunities — ranked service opportunities with the drivers behind each one, so you walk in with a plan It's like having a researcher in your truck. Residential or Commercial, you'll never show up blind again. Also in this release: • Polished the Property Intelligence layout on smaller screens • Fixed payment collection setup in release builds • Smoother Smart Service merchant connection flow Estimate smarter. Close faster. That's Smart Scope.

Help guide videos, expanded and tracked Recorded and wired up walkthrough videos for 13 more guides: Sample Data, Review Screen, Send Estimate, Navigation, Customers, Line Items, Payment Schedules, Collect Payments, Price Book, Digital Forms, Data Chat, Dashboard & Calendar, and Data Management. Watched-video tracking: Once you watch 90% of a guide video (including from an Ask a Question answer), a green checkmark badge appears on the guide row's play indicator and its Watch Video button. Watched status syncs across your devices, and a Reset Watched Videos option is in the Help header menu. More sample data industries Roofing - 28 curated line items (tear-offs, shingle and TPO installation, leak and storm repairs, flashings, gutters, inspections) plus 10 scope note templates. Painting / Drywall Repair - 27 curated line items (interior/exterior painting, drywall patching and finishing, texture matching, popcorn removal, cabinet refinishing, deck staining) plus 10 scope note templates.

Help has arrived. And it talks back. NEW: Built-in Help Center 30 beautifully crafted training guides are now right inside the app - from your first estimate to advanced AI tricks. Can't find what you need? Just Ask a Question and get instant answers pulled straight from the guides, complete with tappable citations and how-to videos. Surveys, Supercharged Measure what matters with true NPS scoring (0–10 with promoter/detractor breakdowns), Agree/Disagree scales, and Thumbs Up/Down questions. Rating questions now come in stars, faces, or hearts - your pick. All fully wired into charts, reports, and AI Insights. Social Studio: Tap, Review, Save Tap any Magic Post, Carousel picture, or Magic Reel to review it full screen - then save it straight to your camera roll. Your captions and hashtags ride along as searchable photo metadata, so your content is ready to post from anywhere. Share the Conversation Every chat - Data Chat, scope chats, Knowledge Base, and Help - can now be exported and texted or emailed as a clean transcript. AI Insights summaries are shareable too. Smarter Charts Tap any Data Chat chart to inspect exact values, and crowded bar charts now flip horizontal so every label stays readable. Also in this release • Quo text messages now land as notifications with rolling per-contact threads • New sample data industries: Diesel Repair Shop & Vehicle Maintenance • Emoji now render perfectly on published web forms • Polish and fixes throughout Social Studio Get out there and win the job.

Get Paid Like a Pro This update is all about locking in the money — and keeping you in the loop. Card on File - When customers sign and pay their Scope Acceptance, they can now securely save their card or bank account for future work. One tap to authorize, and it's vaulted into their stored payment methods. Future invoices just got effortless. Require Payment Method on File - No deposit? No problem. For jobs without an upfront payment, you can now require customers to securely put a card or ACH account on file before they can sign. They commit, you're covered — no charge until you say so. Quo Texts, Front and Center — Customer texts through Quo now land in your notification feed as live, rolling conversations. See every reply the moment it arrives - never miss a message from the field again. Webhooks — Connect Smart Scope to anything. Push complete scope data to your own endpoints the instant a scope is saved, with built-in API docs you can view and send to your developer. Also in this release • Sales tax and custom fields now appear on every emailed, texted, and shared PDF • Smoother merchant setup for Smart Service CLOUD users • A cleaner, safer signed-signature experience Update now - and go close something.

Bug fixes

Introducing Surveys — hear what your customers really think! The big one is here. Turn any digital form into a survey, share it with a public link, and watch responses roll in — no app required for your customers. Then head to your brand-new Surveys dashboard to see it all come to life: • Beautiful charts that turn raw responses into instant answers • AI Insights that read every response and tell you what matters — trends, wins, and red flags • Ask your data anything — Surveys are wired straight into Data Chat, so you can just ask "How did last month's follow-up survey go?" Send a post-job satisfaction survey, a lead qualifier, a seasonal check-in — and finally know what your customers are thinking. Also in this update: • Smarter notifications — activity is now neatly grouped into Payments Received, New Leads, and Forms, so you know what happened at a glance • Scope chats that remember — every scope now keeps its own AI conversation, right where you left it • Data Chat cleanup — clear the slate anytime with the new Delete All Chats option, and find Data Chat in its new home on the Settings button • Site Walk polish — a sleeker composer, smarter dictation that never echoes your sent words back, and draft estimates that now suggest customer contact updates with one-tap checkboxes As always — thank you for building with Smart Scope. Now go ask your customers how you did.

Talk to Your Estimate Your estimates just learned to listen. A new chat bar lives at the bottom of every estimate — tap the mic or type, and tell it what you want: • "Add a line item for two hours of labor at $150" • "Change the phone number to 555-0142" • "Set up a 30/30/40 payment schedule" • "Mark the deposit paid — cash" • "Text Sarah that we're starting Monday" The conversation slides up over the bottom of the screen while your estimate stays in view above it — so you watch every change land the moment you confirm it. No hunting through sections, no thumb-typing into tiny fields. Say it, confirm it, done. The Assistant Got a Toolbox Upgrade Chat can now do almost everything your fingers can: • Build and edit payment schedules — deposits, milestones, final balance • Edit or remove line items, pull items straight from your Price Book, and apply discounts • Duplicate an entire estimate — "same job for the neighbor" is now one sentence • Pull a Site Walk's photos, notes, and measurements into an estimate • Caption photos, pick your hero shot, and attach forms • Record (or un-record) payments against any scheduled payment Every change still shows you a confirmation card before anything is saved. You're always in control. Plus • The message box now grows as you dictate, so long instructions stay readable • Every estimate conversation is saved to your chat history, titled by customer Less tapping. More building. Go close something.

AI Logo Design & Profile Picture Cleanup Your brand just got a glow-up. Generate a stunning company logo with AI, or let Smart Scope clean up your profile picture like a pro headshot studio, then save it straight to Photos. We'll even suggest theme color shades pulled from your new look, so your whole app matches your brand. Magic Photo Descriptions Run Prompt now automatically writes descriptions for your photos, and the one-off prompt editor is faster and cleaner than ever. Point, shoot, prompt, done. Smarter Digital Forms Forms now connect directly to your Scope of Work and Settings custom fields. Data flows in automatically, so you stop typing the same thing twice. Plus, copy form pictures straight into a scope and crown one as your hero image. Review Leads on the Spot New lead notification? Tap View Submission to see the full details instantly, qualifying leads without breaking stride. Site Walk, Full Frame Site Walk thumbnails now show your entire photo, no more cropped corners hiding the good stuff. Polish & Fixes Published scopes now render images crisply on every screen and publish reliably every time, plus under-the-hood stability improvements. Smart Scope — speak the job, send the estimate, win the work.

Smart Service Cloud Sync Your scopes now stay in sync with Smart Service Cloud automatically — no buttons to press. New estimates and edits push to your Smart Service database on their own, and changes made by the office flow back into SmartScope within minutes. Win a job and the customer is created in Smart Service for you. Get Paid Before the Ink Dries • Collect a Scope Acceptance payment right on the signing page — customers pay first, then Adopt & Sign. • Payment schedules are now part of every published scope, and payments made online are recorded back in the app automatically. • Signed scopes always show their signature and payment history when reopened — no more stale links. Social Media Studio • Magic Post, Magic Carousel (2–8 pictures), and Magic Reel — AI-generated video for your best project photos. • New Magic Job Posting mode helps you turn finished work into your next hire. More Improvements • Filter a scope's activity timeline by type with one tap. • Ask Data Chat about any date range and get month-by-month trends. • Import customer lists from Excel exports, even when they're named .csv. • Tag filters now narrow results as you stack them. • iPad: fixed scope details clipping off the right edge. • Faster background updates — the app checks for new activity every 5 minutes.

Get Signed. Get Paid. Get Noticed. This update turns your scope link into a closing machine — and your job photos into a marketing team. Collect Payment Right at Signing When a scope requires a deposit at acceptance, your customer now pays before they sign — right on the scope page. Our beautifully redesigned secure payment form makes handing over a deposit feel effortless, and the Adopt & Sign button unlocks the moment payment clears. No more chasing checks after the handshake. Payments That Find Their Way Home Every payment made on the web flows straight back into SmartScope. Review incoming payments from your notifications, watch them reconcile against the scope's payment schedule automatically, and see the full money story without leaving the job. Living Scope Links Re-share a scope and the customer sees the latest version — signatures, recorded payments and all. Signed and settled? The page locks itself down so nobody can pay twice or sign twice. One link, always current. Social Studio Goes Cinematic Magic Post is just the beginning. Create a Magic Carousel — 2 to 8 AI-crafted images ready for a swipeable post — or go full Hollywood with Magic Reel, an AI-generated video of your work in seconds. Your best jobs deserve an audience. Fine-tune your brand's voice in the new Settings → AI → Social Media Studio. Faster Job Navigation Tap the new activity filter icons — each with a live count badge — to slice a scope's history down to exactly what you're looking for: calls, texts, payments, signatures, you name it. Data Chat, Now With Deeper Answers Ask about bigger date ranges and get monthly breakdowns of your numbers. Data Chat now pages through your entire history, so "how did this summer compare to last?" actually gets answered. Smart Service, Better Connected Connect your Merchant Services account directly from the Smart Service integration settings. Plus bug fixes and polish throughout. Now go close something.

QUO CALL SUMMARIES Your business calls now land in Smart Scope the moment they wrap up. Every call arrives as a clean, AI-written summary — key points, next steps, who called, and how long you talked — with arrows showing inbound vs. outbound at a glance. • Calls are matched to your customers automatically by phone number • One tap creates a new estimate straight from the conversation • Jump to the full recording and transcript in Quo with the Open in Quo button • Set it up in seconds: long-press Quo in My Settings to copy your webhook link PICTURE FIELDS FOR DIGITAL FORMS Your forms can now capture photos, not just data. Add a Picture field to any form and techs can snap a photo on site or pull one from their library — then mark it up with annotations, right on the photo. • Pictures work on shared web forms too — customers can attach photos from their phone's browser • Photos flow into your PDFs and exports automatically • The AI Form Builder knows when to add them ("Photo of the nameplate") PLUS • Share any digital form instantly with a QR code • Cleaner, easier-to-read call notifications • Faster, more reliable web form submissions

Say Hello to Conversation Mode Put the phone down. Seriously. This update talks back. Conversation Mode is HERE. Tap once and just… talk. SmartScope listens, thinks, and answers OUT LOUD — a full hands-free conversation with your business data. Ask about jobs, customers, payments, schedules — while you're driving, walking a site, or elbow-deep in a crawlspace. It even asks for your verbal go-ahead before it changes anything, because magic should still have manners. Interrupt like a boss. Don't wait for it to finish — just start talking and SmartScope stops mid-sentence and listens. Barge-in is real, and it's glorious. Lock-screen Live Activity. The conversation keeps rolling right from your lock screen. Pocket the phone. Keep talking. Keep working. Pick your voice. Head to Settings and audition your AI's voice with live previews. Find the one that sounds like your kind of office manager. Chimes with charm. Crisp start/end tones so you always know when SmartScope is all ears. Data Chat got prettier. Animated typing dots while your answer cooks, and a louder, clearer speaker for spoken replies. AirPods, we fixed you. Dictation on iOS 26 with AirPods now sticks the landing every single time. Talk to your business. It finally talks back.

Your forms just went online. Digital Forms on the Web Send any digital form straight to your customer's browser — branded with your company info, no app required. Even better: copy a reusable public link for your lead intake form, drop it on your website or socials, and every submission automatically creates a new scope with the customer filled in, the completed form attached, and a New Lead notification waiting for you. Real Notifications Smart Scope now alerts you the moment something happens in the cloud - form submissions, new leads, and customer activity arrive as system banners even when the app is closed. Tap to jump straight to your Notifications, now neatly grouped by scope. Data Chat, Supercharged Chat with your business like never before: streaming replies, conversation memory, charts, voice input, and photo understanding — plus new tools that reach into your knowledge base, activity, intel, and payments. Social Studio A new home in Settings for your social presence. Pick your best job photos from any scope, let AI write the Instagram caption and hashtags, and post in seconds. Smart Scope tracks what you've shared right on the job timeline. More Magic The Magic line item generator can now use your Site Walks as context, and Magic AI draft buttons help you prep calls, texts, emails, notes, and on-site visits. Document Upgrades • New Hero Image option shows your chosen photo full-width at the top of PDFs and web documents • Attachment pills let you mix and match the scope link, PDF, and form links when sending • A ready-to-use Lead Intake form comes seeded and mapped to customer fields Plus • Redesigned share menu on Review with preview, contact, and dispatch actions in one place • Long-press to delete an entire Price Book category • Tags editor available in every preparation sheet • Your Dashboard and Scopes view modes are now remembered between launches • Fixed line items being clipped when titles wrapped Keep scoping smarter!!

Site Walks, now on your calendar • Site Walks on the Calendar — Your completed Site Walks now appear right on the in-app calendar with their real walk durations, and a new toggle lets you show or hide them. • Save Site Walks to your device calendar — Add any Site Walk to your iPhone calendar with its actual start and end times, so your day reflects the time you really spent on site. • Site Walk metrics on the Dashboard — See Site Walk activity at a glance on the Dashboard, and share it in the Dashboard PDF. • EyesOn, front and center — EyesOn live video is now the first action in the Site Walk toolbar, and Preview is now available to everyone. • Forms remember your layout — The Forms section on each estimate now stays open or collapsed the way you left it. Plus minor improvements and refinements.

Meet your new AI office manager. This is the biggest feature we've ever added to Smart Scope. Introducing Chat — your entire business, one conversation away. Stop scrolling. Stop searching. Just ask. • "What's open for the Hendersons?" — instant answers from your estimates, price book, calendar, and site walks • "What's my week look like?" — your schedule, summarized in seconds • Tap and go — jump straight from the conversation to a customer, an estimate, or a fresh note • Build estimates by talking — create and update jobs right in the chat. You approve every change before it touches your books. • It never forgets — your conversation is saved, so pick up right where you left off It's like hiring a back-office assistant who already knows every job you've ever run — and works for free, from your pocket, 24/7. Try it today: open the Dashboard and start talking. Magic AI Drafting — Everywhere You Prep Let Magic write the first draft for you: • Draft customer texts and emails right from template selection in Review Scope • Generate call objectives when preparing for a phone call • Create AI drafts for notes and on-site visit preparation Smarter Customer Import • Combine separate name and address columns into a single customer record • Map social media profiles during import • Map a Tags column — new tags are created automatically • Preview individual records with a slider and review a pre-import summary before anything is saved Site Walk Improvements • Site Walks now appear as activities, and you can reopen one directly from the Activity list • Finishing a Site Walk with an active Eyes On session now prompts you to end it first, so nothing is left running

YOUR PAPERWORK JUST STARTED FILLING ITSELF OUT Introducing Fillable PDF Forms — the biggest thing we've ever done for the most boring part of your day. Every trade has them: inspection reports, compliance certificates, calibration records, authorization forms. Forms you don't control, on someone else's layout, filled out on a clipboard and re-typed back at the office. Not anymore. UPLOAD IT ONCE Drop in any fillable PDF and SmartScope reads it instantly — every field, every checkbox, every signature line. It even spots repeating tables like test readings and measurement rows. AI MAPS IT FOR YOU Claude-powered mapping connects the form's fields to your data automatically: customer, contact, address, phone, technician, dates — matched in seconds. Anything uncertain gets flagged for a quick review, so wrong data never sneaks onto a compliance document. No AI? No problem — smart matching works entirely offline too. YOUR TECHS JUST ANSWER THE BLANKS Attach a form to any Scope and the remaining fields become a guided checklist: tap-through questions, pickers, dates, photos, and signature capture. A running counter shows exactly what's left. Works completely offline — basements, rooftops, and dead zones included. OUT COMES A PERFECT PDF Tap Complete and SmartScope prints every answer onto the original form — pixel-placed, flattened, and tamper-proof — then appends it to your customer-facing Scope PDF automatically. Text it. Email it. Done. Zero re-keying, ever. AND THE POWER MOVES • Auto-attach rules — the right forms appear on the right jobs by tag or company, every time • Scanned or flat PDF? Place the fields yourself with the new tap-and-drag layout editor • New form revision? Upload it and your mappings carry over automatically • Require customer signatures before a form can be marked complete • Your Custom Fields work as merge targets out of the box Your forms. Your data. Zero clipboards.

- Customer import from Excel or CSV - Camera permission bug fix for EyesOn

- Added HeadsUp functionality to EyesOn - Bug fixes

Your customer conversations just became estimates. And your replies just became professional. NEW: Create an Estimate from an Email, Text, or Call Log That long email thread? That back-and-forth text conversation? That voicemail transcription? It's already an estimate — you just don't know it yet. Tap the + button and choose "Create from Email / Text / Call Log." Paste in the whole conversation and AI does the rest: • Pulls out the customer's name, company, address, phone, and email • Catches alternate contacts hiding in signatures and forwarded threads • Turns the conversation into a clean, professional scope of work • Even builds your line items when the details are spelled out • Opens the finished estimate, ready to review and send No retyping. No app switching. Paste, tap, review, send. NEW: Quo / OpenPhone Integration And when it's time to follow up, do it on your business line. Smart Scope now calls and texts through Quo (formerly OpenPhone): • Every Call and Text button in the app — call prep, text drafts, customer cards, the scope list — can go out through Quo • Keep Phone/Messages enabled too and Smart Scope asks which to use, right where you tapped • Already have Quo? Smart Scope detects it and sets it up automatically • Choose your apps in Settings → My Settings → Communication • Every Quo call and text lands in the customer's activity history, just like always From first message to signed proposal — without your personal cell ever entering the conversation.

Bug fixes