Support

Frequently Asked Questions

Everything you need to know about SCOPE and SolutionMonsters. Can't find an answer? Email us and we'll get back to you within one business day.

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Getting Started

SolutionMonsters is a software company that builds and supports business management tools for field service companies and contractors. Our flagship platform, SCOPE, consolidates proposals, change orders, job tracking, CRM, and financials into one system — replacing the disconnected spreadsheets and tools most teams rely on today.

SCOPE stands for System for Change Orders, Proposals & Estimates. It's our all-in-one business management platform purpose-built for contractors, construction firms, and field service companies. SCOPE handles everything from creating and sending professional proposals to tracking change orders, managing your customer database, monitoring job financials, and running your accounting — all from a single login.

SCOPE is designed for general contractors, construction firms, and specialty trade businesses managing project-based work with a team. Our customers include general contractors, HVAC, plumbing, electrical, roofing, landscaping, and other trades. If your business sends proposals, manages jobs across multiple crews, and deals with change orders, SCOPE was built for you.

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Pricing & Trial

Yes. After meeting with one of our field service specialists for a free consultation, you'll receive a 3-month free trial with full platform access — no credit card required and zero risk. We want you to experience real results before you commit to anything.

SCOPE offers four tiers:

  • Free Trial — $0 for 3 months, full access
  • Starter — $149/month (up to 3 users)
  • Growth — $249/month (up to 7 users)
  • Pro — $349/month (up to 15 users)
  • Business — $599/month (up to 50 users)

Annual billing gives you 2 months free across all paid plans. Additional users can be added at $49/user/month on any plan.

No. Your 3-month free trial requires no credit card and no commitment. You only provide payment information when you decide to continue after the trial period ends.

Yes. There are no long-term contracts. Monthly plans can be cancelled at any time. If you're on an annual plan, your access continues through the end of your billing period.

Yes — annual billing gives you 2 months free on any paid plan. You can toggle between monthly and annual pricing on our Pricing page.

Tiers differ by user capacity and features unlocked:

  • Starter ($149/mo) — up to 3 users. Core proposals, change orders, and CRM.
  • Growth ($249/mo) — up to 7 users. Adds project management tools (RFIs, Submittals, Releases, Gantt, RFP Leveling, Client Portal).
  • Pro ($349/mo) — up to 15 users. Adds financial reporting suite and advanced roles & permissions.
  • Business ($599/mo) — up to 50 users. For scaling operations with large teams that need enterprise-level capacity.
  • Enterprise — unlimited users, custom pricing. For large multi-location operations with complex workflows.

Every paid plan includes a dedicated onboarding specialist. Additional users can be added to any plan at $49/user/month.

Yes. You can upgrade at any time and your new plan takes effect immediately. Downgrading is also available — contact us at [email protected] and we'll handle it for you.

At the end of your 3-month free trial, you'll choose a paid plan to continue. We'll reach out before your trial ends to help you pick the right tier. If you decide not to continue, your data is available to export for 30 days before it's permanently deleted — no surprise charges, ever.

Yes. Enterprise is designed for large operations with unlimited users, multiple locations, and complex workflows. Pricing is custom and tailored to your team size and needs. Enterprise includes a dedicated account manager, dedicated onboarding specialist, custom integrations, and white-glove data migration. Contact our sales team to get a custom quote.

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Features & Platform

SCOPE currently includes: Proposals & Estimates, Change Order Tracking, Client Portal, Company & Contact CRM, Dashboard, Qualification Templates, Accounting & Financials, and Security & Access Control. Features actively in development include Dispatching, Crew Management, WIP Reporting, Online Booking, Purchase & Inventory, and a Business Website Builder.

SCOPE is a web application — fully responsive and works on any browser and device. No app download required.

Yes. SCOPE includes a Client Portal that lets you share change orders directly with clients via a secure link — no client login or account required. Your client can review the full change order details and sign electronically with full legal compliance: consumer disclosure, dual consent, name capture, and a cryptographic audit trail. You are notified the moment they sign.

SCOPE includes built-in financial reporting — P&L by job, revenue tracking, pipeline reports, and year-over-year comparisons. It gives you the job-level financial visibility you need to run your business, but it is not a full accounting replacement for teams that need bank reconciliation or tax filing.

Yes — and that's one of our core beliefs. SCOPE is designed to be configured around how your business operates, not the other way around. During onboarding, our team sets up your job types, qualification templates, pricing structures, and access controls to match your workflow exactly. Custom development is also available for teams with more specific requirements.

Onboarding & Setup

Our onboarding specialists handle the platform configuration and walk your team through everything live. Unlike enterprise systems that take months to implement, SCOPE is designed for fast, practical deployment — most teams are up and running without disrupting day-to-day operations.

Yes. We migrate your existing customer records, job history, contact data, and financial information from spreadsheets, legacy software, or competing platforms. Our team handles the migration process with zero operational disruption and no data left behind.

Yes. We offer team training as part of our onboarding process to help your team get up and running with SCOPE. Training options vary depending on your plan and needs — contact us at [email protected] to discuss what's available for your team.

SolutionMonsters offers custom development services. If your business requires functionality beyond what's currently in SCOPE, our engineering team can build it for you. Many of our roadmap features originated as custom requests from existing customers. Contact us at [email protected] to discuss your requirements.

SCOPE is entirely cloud-based, so your data follows you to any device. Simply log in from your new phone, tablet, or computer and everything is exactly as you left it — no reinstallation, no data transfer required.

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Security & Data

SCOPE uses bank-level encryption for all data in transit and at rest. Your files and documents are stored on enterprise-grade encrypted cloud infrastructure with automated backups. Access is protected by secure authentication and brute-force login protection. Role-based permissions ensure that each team member only sees the data relevant to their role.

You do — always. Your customer records, job data, financial history, and documents belong to your business. SolutionMonsters does not sell, share, or use your business data for any purpose other than operating and improving your platform.

Yes. You can export your data at any time. We believe in no lock-in — if you ever decide SCOPE isn't right for your business, we'll help you get your data out cleanly.

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Support

All plans include email support with responses within one business day. Growth, Pro, and Business plans include priority support. Our team is based in the US and genuinely invested in your success.

You can reach us by email at [email protected]. We respond to all inquiries within one business day. You can also browse our Help Center for step-by-step guides on using SCOPE.

Yes. Support doesn't end after setup. Our team remains available for questions, platform enhancements, additional training, and strategic guidance as your business grows. We treat every client relationship as a long-term partnership — not a one-time transaction.

Still have questions?

Talk to a SolutionMonsters specialist — we'll answer everything and show you exactly how SCOPE works for your trade.

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