Scope it. Deliver it. Bill it.
One tool.
ScopeSure links scope, pricing, plan, time, change requests and invoices. Built for fixed price, retainer and resource work. One price for the firm, no per user fee.
- No credit card
- Free for three months
- Cancel any time
Replaces the tools you already pay for
- Harvest
- Toggl
- Trello
- ClickUp
- Asana
- Excel estimates
- Google Sheets
- Status emails
- Change requests by email
- Invoice spreadsheets
Engagements · every client, value and margin in one list
01 · What it replaces
You are probably paying for this already. Four tools, one gap.
A time tracker. A task board. A spreadsheet for pricing. Accounting software. Each one is fine. The money leaks in the gaps between them, and nobody sees the margin until the project is over.
Time tracking (Harvest, Toggl)
$90 to $180 a month → Included
Task board (Trello, ClickUp, Asana)
$50 to $120 a month → Included
Estimates and pricing (Excel, Google Sheets)
Free, until a formula is wrong → Linked to scope, margin shown
Change requests
Email, and usually free work → Priced, approved, billed
Client updates
Status emails → Client portal
- ScopeSure$99 a month
You use now | 10 person firm | In ScopeSure |
|---|---|---|
| Time tracking (Harvest, Toggl) | $90 to $180 a month | Included |
| Task board (Trello, ClickUp, Asana) | $50 to $120 a month | Included |
| Estimates and pricing (Excel, Google Sheets) | Free, until a formula is wrong | Linked to scope, margin shown |
| Change requests | Email, and usually free work | Priced, approved, billed |
| Client updates | Status emails | Client portal |
| ScopeSure | $99 a month for the firm | All of the above |
02 · Three work types
Built for how IT firms actually sell.
Generic tools have one kind of project. IT firms have three, and each one bills differently. All three are included at the entry price, not on a higher plan.
Protect the quote
Fixed price
You quote a number. Scope changes eat your margin unless they are caught, priced and approved. ScopeSure does that.
Track the balance
Retainer
A block of hours or a monthly fee. Hours roll over or they do not. ScopeSure tracks the balance and bills on schedule.
Bill the time
Resource
A person or a team, billed by time. Timesheets go straight to the invoice, with cost and rate side by side.
Set the work type when you create an engagement. Scope, pricing, time, changes and invoices follow the rules for that type.
03 · The change request chain
“Can you add one small thing?” Every week.
Most firms do the work and never bill it. In ScopeSure a change request is a first class object: logged, priced, approved by the client and billed on the next invoice. No argument later.
01
Log
The request, in writing
02
Price
Hours and cost
03
Send
To the client
04
Approve
In the portal
05
Invoice
On the next bill
04 · Client portal
Clients see it without asking.
Your client gets a link. They see project status, what needs their sign off, open change requests with the price, and their invoices.
- Milestones and status, always current
- Change requests approved in one click
- Invoices and payment status in one place
Fewer
status update emails
Faster
sign offs on changes
05 · Margin while it runs
Know the margin before the project ends.
Estimated hours against logged hours. Quoted against billed. Per project, live. You see the problem while there is still time to fix it.
- Estimate against actual, per engagement
- Cost and rate side by side on every line
- Early warning when a project drifts
06 · Who built this
Built by an IT firm. For IT firms.
I run a 45 person IT services firm. We tried the big PSA tools: too much setup, too much money. We tried the cheap ones: none of them understood fixed price work or change requests. So we built ScopeSure.
Founder, ScopeSure · RMgX Technologies
I
One price for the firm.
Per user pricing makes firms leave people out of the tool. Then the time is not logged and the invoice is short. With one price, everyone is in.
II
Fixed price work, first.
Most tools assume time and materials. ScopeSure starts from the quote and protects it, then handles retainers and resource work the same way.
III
Changes are billable.
A change request is a record with a price and an approval, not an email thread. Approved changes land on the next invoice by default.
IV
Run on a real firm.
We are moving our own 45 person firm onto ScopeSure. Every default comes from running projects, not from a feature checklist.
Scope, delivery and billing, finally on the same records.
Try ScopeSure07 · Pricing
One price. Everyone on the team.
Every plan includes every module. You pay for the size of the firm, not per login.
Up to 10 people
$99/ month · firm
or $1,089 a year
For small teams running a handful of engagements at once.
Try ScopeSureUp to 25 people
$199/ month · firm
or $2,189 a year
For growing firms with fixed price, retainer and resource work side by side.
Try ScopeSureUp to 50 people
$349/ month · firm
or $3,839 a year
For established firms with several delivery leads and a finance function.
Try ScopeSure- Every module
- Everyone on your team
- Client portal
- Email support from the team
Billed monthly. Pay yearly and get one month free. Cancel any time. Your data is yours only.
Over 50 people? Write to us
Early access
Get in early. Shape what we build.
We are onboarding a small number of firms right now, and working closely with each one.
What you get
Three months free, no card. Then 25 percent off for as long as you stay. A direct line to the founder.
What we ask
Use it on real projects, and a 30 minute call once a month. Your feedback shapes what we build next.
No credit card · Free for three months · Cancel any time