R-101Scoper

Scoper reads the plan set so your team does not have to.

Upload the engineering PDFs. Scoper finds the mechanical schedules, pulls every tag and quantity, checks the counts against the floor plans and crossrefs each item to your line card. You review a finished first pass instead of building one from scratch.

  1. 1Project setup
  2. 2Upload drawings
  3. 3Review scope
  4. 4Quote or takeoff

How Scoper works, stage by stage

1Project setup

Start with the job, not a blank spreadsheet

Name the project, set the bid date and pick the rep. Scoper ties everything it finds to that project, so the scope, the quote and the follow-up all live in one place.

  • Assign the rep and territory up front
  • Bid date shows up on the team calendar
Scoper / New scopeStep 1 of 4
2Upload drawings

It finds the pages that matter

Plan sets run long and the schedules are rarely where you expect. Scoper sorts every page, reads the schedule sheets in batches, counts equipment tags on the floor plans and reads reflected ceiling plans for ceiling type.

  • Handles full plan sets, not just a single schedule page
  • Plan counts are used to check schedule quantities
  • Ceiling type noted for ceiling-mounted equipment
Scoper / Lakeview MS Addition / Upload drawingsStep 2 of 4
Mech_Plans_Bid.pdfReading pages
Done
Arch_RCP_Level1.pdfReading ceiling plans
Done
Schedule pages
M-601, M-602
Floor plans counted
M-101, M-102, M-103
Ceiling plans read
A-201
Skipped as not relevant
Details, notes, legends
Sample of what Scoper reports after reading a plan set
3Review scope

A first pass you can trust, because you check it

Every line shows the tag, quantity, capacity and the specified basis of design next to your matching product. Scoper matches against your firm's own crossref library and marks anything it is unsure of instead of guessing.

  • Crossref statuses: represents, submit as equal, factory review, verify, exclude
  • Out-of-scope items are flagged for review, not silently dropped
  • Edit any line before it reaches a quote
Scoper / Lakeview MS Addition / Review scopeStep 3 of 4
Sample extracted line items
TagEquipmentQtySpecifiedCrossref
UV-101Unit ventilator750 CFM, 42.0 MBH14Mfr A AV-750Your line
UV-102Unit ventilator1,000 CFM, 56.0 MBH6Mfr A AV-1000Your line
FCU-1Fan coil, horizontal400 CFM, 18.5 MBH8Mfr B HFC-04Submit as equal
CUH-1Cabinet unit heater300 CFM, 18.0 MBH4Mfr C CW-18Verify

UV-101: schedule says 14, floor plans show 13. Both counts stay on the line so you decide which one to quote.

4Quote or takeoff

Send a quote or hand off a clean takeoff

Turn the reviewed scope into a quote in your firm's branding, or export an Excel takeoff: every line item transcribed straight from the schedules, plus a rollup sheet with quantities by equipment type that updates when you edit the takeoff.

  • Quote PDF with your logo, colors and numbering
  • Excel takeoff with formula-driven quantity rollup
  • Saved scopes stay on the project for later revisions
Lakeview MS Addition Takeoff.xlsx
ABC
1TagEquipmentQty
2UV-101Unit ventilator14
3UV-102Unit ventilator6
4FCU-1Fan coil, horizontal8
5CUH-1Cabinet unit heater4
6EF-1Exhaust fan, roof2
Your firm nameQuote Q-2611-014

Your logo, colors and document naming

Built to be checked, not trusted blindly

Drawings are messy and a missed unit costs real money. Scoper is designed so a person stays in charge of every number that goes out the door.

It shows its work

When the schedule and the floor plans disagree, you see both counts. You choose which one to quote.

It flags instead of guessing

Items Scoper cannot match confidently are marked verify. Equipment that looks outside your scope is flagged for review.

It transcribes straight

The takeoff carries what was written on the drawings. Scoper's own working notes stay out of the file you send.

Why it matters to a rep firm

On most jobs, the first pass through a plan set is the slowest part of quoting, and it usually falls to your best people after hours. Every hour spent retyping a schedule is an hour not spent with engineers and contractors.

Scoper takes that first pass. Your team reviews and decides. That is how a rep firm quotes more work with the people it already has, and keeps more of what it earns.

See what happens after the quote

See it on one of your own plan sets.

Send a recent bid and we will walk through it in Scoper together, from the drawings to the takeoff and quote.