Product

From discovery to a signed scope

Survey, scope, price, approve and change every services deal in one Services CPQ.

Sheet 01 / Surveys

Discovery surveys

Answer a few questions about the job. ScopeStack builds the scope from the answers.

ScopeStack Low Voltage Cabling Site Survey: questions about floors, crew weeks, cabinets, access points and cable drops, with the answers that build the scope

Sheet 02 / AI executive summary

AI executive summary

Generate the executive summary from the project details, then edit it in place.

ScopeStack project screen with the Executive Summary, Solution Summary and responsibilities fields filled in

Sheet 03 / Services

Services and subservices

Phases, services and subservices, each with its own hours and resource, priced as you build.

ScopeStack Professional Services tab: Plan and Design phases, each service with quantity, hours and resource, and the Wireless Site Survey broken into subservices

  1. 01 / Phases

    Plan, Design, Implement. Every service sits in a phase.

  2. 02 / Subservices

    Work broken down to the task, each with its own hours and resource.

  3. 03 / Margin

    Revenue, cost, profit and margin on every project.

Sheet 04 / Third party services

Third party services

Vendor quotes come in at cost with a target margin, and sit beside your own services in one price.

ScopeStack Overall Pricing: professional services and third party services side by side, each with revenue, cost, profit and margin

Sheet 05 / Governance

Governance

Project management, documentation and contingency are calculated from total effort, so they scale with the scope.

ScopeStack Governance table: contingency, documentation and project management each calculated as a percentage of total service effort

Sheet 06 / Pricing

Pricing

Hours, rates and cost by resource, rolled up to gross profit and margin before the quote goes out.

ScopeStack Professional Service Pricing by line of business: extended hours, effective rate, revenue, cost and gross profit for each resource

Sheet 07 / Approval pre-check

Approval pre‑check

Before you request approval, the pre-check finds leftover placeholder text, checks required service language, and grades the project.

ScopeStack Approval Pre-check grading a project C, 65 out of 100, with a to-do list of failed and warning service language checks

Sheet 08 / Project approval

Project approval

Approval steps follow your business rules, like a business approval when revenue is over $5,000.

ScopeStack Approvals tab: technical approval done and a business approval required because revenue is greater than $5,000

Sheet 09 / Change requests

Change requests

Add scope to a signed project and see the new total and the margin shift before it's approved.

ScopeStack New Change Request form: the original scope, this change, the project total with the change, and the margin before and after

Sheet 10 / Closed loop

Scope to actuals

Compare what was scoped with how it was delivered, service by service, so every new scope gets more accurate.

ScopeStack Project Review: estimated and actual hours for each delivered service, with the delta and variance

Guided agentic scoping

Run every step from your AI agent

Everything on this page also runs through ScopeStack MCP, from Claude, Copilot and any MCP-enabled agent.

See how MCP works

Integrations

Scope Once. Sync Everywhere.

CRM, PSA, and AI agents stay synced with ScopeStack, so every project and output is accurate in real time.

See all integrations

Sheet 11

Build your next scope to scale

Sit down with a scoping expert and walk through a live SOW built around your own data.

Book a demo
Output / The SOW
Cover page of a ScopeStack statement of work: Network and Wireless Infrastructure Refresh, prepared for Tideline Logistics