01
Create the job
Start a Job Hub for the customer and address — by hand, or from an uploaded proposal, estimate, or contract with the Job Setup Assistant.
Private beta — free, no card required
Log the job once.
ScopeNote helps create the paperwork.
ScopeNote is the missing layer between your job log and the signed document. Notes, photos, and mid-job changes become customer-ready approvals, secure signing links, and signed PDFs — organized on one job record.
Built for small contractors. Beta users get Founder Starter pricing when billing activates.
ScopeNote — Job Hub
Job record
Kitchen Refresh
Martinez Residence · 41 Alder Ct
Approved value
$48,200
Pending changes
$3,850
Target
Aug 22
Documents & Approvals
+ New DocumentChange Order 004
Lighting layout changed after demo
Work Authorization 002
Subfloor investigation before tile
Completion Sign-Off
Signed from a secure link — no account
PDF
Signed record saved to the Job Hub
Signing link · signed PDF · activity history
+6
How it works
From field note to signed PDF, without retyping the job.
02
Log what happens
Capture field notes, photos, and source documents while the details are fresh. The job record builds itself as you work.
03
Turn it into a document
When work changes or needs approval, ScopeNote helps turn the job record into a clean, customer-ready approval document you review first.
04
Send a signing link
Generate the PDF and send a secure signing link by email — or copy it and send it however you already talk to your customer.
05
Customer signs on their phone
No account, no app, no login. Your customer reviews the document and signs from the link in about a minute.
06
The signed PDF files itself
The signed PDF saves back to the Job Hub with the signing activity, next to the notes and photos that led to it.
Three documents that carry a job
The three documents every job eventually needs.
Mid-job changes are where the story gets fuzzy. ScopeNote focuses on the documents that keep you and your customer on the same page.
Change Orders
Document changes to scope, price, or schedule for customer approval.
When the agreed work changes mid-job.
Work Authorizations
Document work that needs a customer go-ahead before moving forward.
When you need a signed yes, even before final pricing.
Completion Sign-Offs
Create a signed record that the work was reviewed and completed.
At closeout, before the last conversation goes fuzzy.
The Job Hub
One record that tells the whole story of the job.
Every job gets a hub. Everything that matters — what was planned, what changed, what was approved, what was signed — lives in one place you can open from the truck.
Start your first Job HubField notes & job log
What happened, written down the day it happened.
Job photos
Jobsite photos organized with the record, not a camera roll.
Source documents
The proposal or contract the job started from, attached.
Approval documents
Every Change Order, Work Authorization, and Sign-Off.
Signing links & signed PDFs
What was sent, when it was signed, and the signed copy.
Activity history
A simple timeline of what changed on the job record.
Deliberately small
Not another bloated project management system.
You already have ways to schedule crews and send invoices. ScopeNote does one job: it turns what happened in the field into a clean, signed record — and stays out of the way the rest of the time.
- —Not project management
- —Not invoicing or accounting
- —Not a CRM
- —Not scheduling
- —Not legal software
- The layer between the job log and the signed document
MR
Marquez Remodeling
sent you a document to review and sign
Change Order · CO-004
Kitchen Refresh — lighting layout update
Review the document, then sign below to approve this change.
View document PDF
Sign as
Dana Martinez
Secure signing page · powered by ScopeNote
Customer signing
Your customer signs in about a minute. No account. No app.
Signing pages carry your company name and logo, not ours. Your customer sees who sent the document, what job it belongs to, and exactly what they are agreeing to — then signs from their phone.
- Secure, token-scoped link for one document only
- Works on any phone browser — nothing to install
- The signed PDF saves back to the Job Hub automatically
Private beta pricing
Free while we build it with you.
Billing is not active during the private beta. Beta users will be notified before anything changes — and keep Founder Starter pricing when it does.
Private Beta
Free
Full access to the current workflow. No card, no trial clock.
- Everything in the current beta
- No payment details required
- Founder Starter pricing locked in
Starter
$49/mo
$29/mo Founder Starter pricing for eligible beta users
- Customers, Jobs, and the Job Hub
- Notes, photos, and the Job Setup Assistant
- Change Orders, Work Authorizations, and Completion Sign-Offs
- PDF generation, signing links, and signed PDF storage
Available after the private beta
Pro
$99/mo
A deeper documentation workflow. These features are planned and not part of the current beta.
- Smart job log suggestions
- More document types
- Saved templates and defaults
- Export and closeout packages
- Multiple users
Coming later
Built for clear review
Your job record stays in your control.
Customers sign from a secure link — no account required.
You review every suggested field and every document before it is saved or sent.
Signed PDFs are stored back on the job record, with the activity history.
ScopeNote is not legal software and does not replace professional legal advice.