Scoped
Help Center
Find a guide, get a quick answer, or contact support.
Getting started
Your workspace, your team, and your account.
- Manage billing and plansUnderstand Cloud prices, your Pro trial, Free limits, subscription cancellation, and the founding price lock.
- Create your first workspaceSign up for Scoped Cloud, verify your email, and invite your teammates into a shared workspace.
- Sign in and recover your accountFind the right sign-in path, reset a forgotten password, and resolve verification or invitation problems.
Clients & sales
Customers, quotes, and the handoff to the job.
- Manage companies, contacts, and notesBuild a client record, add contacts, and keep useful notes alongside related deals and projects.
- Manage your sales pipelineCreate a deal, move it through the board, and use stage names that fit your sales process.
- Turn a won deal into a projectCreate a project from a won opportunity and retain the links to its company and deal.
Project management
Plan the work and see where every job stands.
Agents & integrations
Connect your tools and manage their access.
Data & migration
Export your records and bring existing work over.
Desktop
Check desktop availability, storage, and recovery.
Common questions
Does deleting my account delete a shared workspace?
Account deletion and workspace deletion are separate. Transfer ownership of shared workspaces in Settings → Workspace before deleting your account. Workspace deletion removes that workspace for every member; review its separate confirmation and export first. Read the guide.
Where do I update the payment method for Scoped?
Workspace owners and admins can use Update payment method in Workspace billing to open Stripe’s secure form. Scoped settings shows a read-only summary; Stripe manages the payment details. Read the guide.
How do I edit a table value without opening its details?
Click an editable value. Use Enter or Save to commit, Escape to cancel, or move focus away to save a changed value. The name or identifier opens details; the pencil next to a name edits it. Failed saves keep the draft visible for correction. Read the guide.
Why can I still receive an assignment after unfollowing?
Unfollow stops updates you would receive just as a follower. Enabled notifications can still reach you when you are assigned, responsible for the work, or mentioned. Turn off the relevant email category in Notifications to change that choice. Read the guide.
Why is a notification control unavailable?
A category sends email only when your deployment enables it and your preferences allow it. Newly introduced categories start off. Mobile and desktop notification delivery are separate work and are not available yet. Read the guide.
Which timezone do deadline reminder emails use?
Date-only deadlines use the notification timezone you save in Settings, with eligible reminders at 9 AM on the day before and due day. They wait if no timezone is saved. Client follow-ups use their exact scheduled time. Read the guide.
Can I send a support request while signed out?
Yes. The public support form works without an account session or an email app, including without JavaScript. Provide a reply email so the team can send a receipt and continue the conversation through support@scoped.ai. No response time is guaranteed. Read the guide.
What diagnostics can I include in the support form?
You can review and opt in to sending an app version, platform, sanitized error code, and page path without query values. Files, support bundles, credentials, and workspace records must not be submitted. Diagnostics are optional. Read the guide.