01 — Services
Name what the client actually needs
Capture the professional services the project requires — not a generic package — so the scope matches the site and the decision in front of you.
Scope Builder
Scope the work before you give it away.
Professionals lose hours writing unpaid estimates. Scope Builder keeps the needed services attached to the project so the next conversation starts from a list, not a blank page.
02 — Project context
Keep the scope on the same record
The services sit with the address, constraints, and assumptions already in the project, so you are not rebuilding the brief for every estimate.
03 — Handoff
Send a scoped request, not a guess
Share a clear list of services with the client or the next professional instead of an unpaid full estimate that trains people to expect free work.
04 — Not a pro forma
Scope is not returns
Scope Builder lists the work. Pro Forma tests unit mix, cost, and return assumptions against the site. Use both; do not substitute one for the other.
Common questions
- What is Scope Builder?
- A way to turn a project into the professional services the client actually needs, attached to the same project record, before you write an unpaid estimate.
- Is Scope Builder a pro forma?
- No. Pro Forma models unit mix and returns. Scope Builder scopes the services. They are related steps, not the same tool.
- Who is it for?
- Architects, engineers, builders, and other professionals who repeatedly scope work for clients and cannot keep giving that labor away for free.
- Does it replace an estimator?
- No. It organizes the services in project context. Pricing, quantities, and professional sign-off stay with you.
Need the financial model?
Once the services are scoped, Pro Forma tests program, cost, and return assumptions against the site.
Open Pro FormaReady to scope a real project?
Bring a project you already know and walk through the services it actually needs.