Build and edit a scope

Open a lead from the Pipeline and scroll down to Scope Details. You’ll see the scope’s status (for example Draft), its Scope Type and Pricing Method, and a table of services with quantities, unit prices and amounts.

1. Click Edit on Scope Details.
2. Set the Scope Type (for example One-Off) and the Pricing Method.
3. In each section, choose a service, then enter the quantity and unit price. Add details for the client in the box under the service.
4. Click Add New Item to add another service, or Add Section to group services under a new heading. Drag the handles to reorder.
5. Enter a Discount (%) if you need one and check the total.
6. Click Save.
7. Use Save PDF to download the scope, Preview to check it, or Send Now to email it to your client.

The animation below walks through these steps.

• Tick Include bills and expenses in recognizable revenue if the scope’s bills and expenses should count towards its revenue.
• Service prices come from your services list. See Set up services with predefined tasks.
• Time-based scopes use the rates in your rate card.
• Once the scope is approved, you can invoice from it. See Create and send an invoice.