📐Estimating & Scope Management
Scope & documentation

One canonical scope for the whole job

ScopeTrack turns field documentation and Xactimate estimates into one canonical scope of work — then keeps the budget, schedule, and billing package in sync with it as the job changes. No re-keying, no versions that disagree.

1canonical scope per job
PDF→auto-built budget & schedule
S500IICRC drying documentation
Fieldreports, photos & sketches

What does ScopeTrack do?

ScopeTrack builds one canonical restoration scope of work from field documentation and Xactimate estimates, then keeps the budget, schedule, and billing package synced to it. It merges or replaces scope from PDFs without double-counting, documents IICRC S500 drying with moisture and atmospheric logs, and captures daily reports, photos, and native sketches from the field.

What ScopeTrack does

From documents to a defensible scope

Everything the estimating and field team needs to document the job and price it right.

📄

Scope from documents

Feed in Xactimate reports and field docs and ScopeTrack builds one canonical scope — merge or full-replace, never a double count.

🔄

Doc → budget sync

A single Sync pass reads a budget or scope PDF into line items and reconciles it against the existing scope automatically.

💧

Drying & psychrometrics

IICRC S500 drying documentation with moisture readings, atmospheric logs, and equipment that rolls into the billing package.

📸

Field ops & photos

Daily reports, confirm-before-record photo uploads, and a native sketch builder capture the job as it actually happened.

📐

Field inspection

A mobile capture tool for rooms, measurements, finishes, and damage that drafts an estimate straight into the canonical scope.

🖨️

Print-ready packages

Server-side PDF export for daily reports and drying summaries — branded, professional, and ready to send.

FAQ

Questions about ScopeTrack

What is a canonical scope of work?

A canonical scope is one authoritative version of the work for a job. ScopeTrack builds it from field documentation and Xactimate estimates, then keeps the budget, schedule, and billing package synced to it — so there are not three versions of the scope that disagree.

How does ScopeTrack build a scope from documents?

ScopeTrack reads Xactimate reports and field documents and turns them into one structured scope of work. A single Sync pass reads a budget or scope PDF into line items and reconciles it against the existing scope automatically.

Does ScopeTrack avoid double-counting when importing?

Yes. When ScopeTrack ingests a document it either merges with or fully replaces the existing scope — never silently duplicating line items, which is what usually inflates a budget when the same estimate is imported twice.

Does ScopeTrack support IICRC S500 drying documentation?

Yes. ScopeTrack documents drying to IICRC S500 with moisture readings, atmospheric logs, and equipment, and that drying record rolls into the billing package so the mitigation invoice is fully supported.

Can ScopeTrack turn a scope into a budget?

Yes. The canonical scope drives the budget directly — line items flow into a priced budget with no re-keying, and the budget stays reconciled with the scope as the job changes.

Does ScopeTrack work in the field?

Yes. Field teams file daily reports, upload confirm-before-record photos, build native sketches, and run a mobile inspection that drafts an estimate straight into the canonical scope. Server-side PDF export produces branded, print-ready daily reports and drying summaries.

Get the scope right the first time

See how ScopeTrack turns documentation into one scope that drives the budget, schedule, and billing. Contact us for pricing.

Contact us for pricing