Scoping & Pricing
Build out your projects with professional services, managed services, and products, then review and adjust pricing.
Concepts
Understanding ServicesLearn how PS, MS, products, and subservices fit together.Phases & DescriptionsOrganize work into phases and write service content for documents.How Pricing WorksUnderstand the formulas behind hours, rates, revenue, and margin.
Adding Services
Adding Standard PSAdd predefined professional services from your catalog.Adding Custom PSCreate one-off professional services for a specific project.Adding Standard MSAdd recurring managed services from your catalog.
Pricing
Viewing Project PricingRead PS, MS, product, and overall pricing pages.ResourcesDefine the roles that do the work, import them in bulk, and add vendor resources to a project.Variable RatesSet tiered pricing based on service quantity.Payment CreditsManage payment terms, schedules, and pricing models.
Building your catalog
Accessing the Service CatalogA library of pre-built services to start from.Creating Standard Professional ServicesPre-build the services you scope most often.Creating Standard Managed ServicesScope recurring services with reusable managed service definitions.Creating a Custom Managed ServiceAdd a one-off managed service to a project, then save it as a standard to reuse.Creating Reusable ProductsBuild a library of products for your projects.Uploading Services by SpreadsheetAdd and update services at scale via CSV.
Custom and third-party work
Saving Custom Services as StandardsPromote a project's custom service into your catalog.Third Party ServicesInclude subcontracted work in your project documents.Creating a Vendor QuoteInclude a third party's services with markup.
Managing your catalog over time
Service Version HistoryA full audit trail of what changed on a standard service, when, and by whom.Cost of Living Adjustment (COLA)Not yet available. How an annual COLA rate will apply to managed services once released.
New to ScopeStack?
ScopeStack automates scoping, pricing, and SOW generation for IT services teams. See how it fits your process.
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