Create your first workspace

Before you start

Use Scoped Cloud in your browser for a hosted workspace with nothing to install or run. You will need an email address you can verify. For desktop, check current release and storage options in the desktop requirements before installing.

Create and verify your account

1. Open Sign up and complete the account form.
2. Follow the verification email to confirm your address. Check spam if it does not arrive.
3. Sign in and follow the workspace setup. Cloud creates your first workspace and a default team as part of signup.
4. Check the workspace name before adding client records or inviting other people.

You should arrive in your own workspace with access to its work and settings. Keep your account credentials private; teammates should have their own accounts.

Choose your first job

Signup asks what you want to get done first. Your setup checklist in the sidebar follows the answer, and each step is done when the work itself is in Scoped, not when you click it.

• Capture leads and follow up: save your first inquiry, give it a next step and a time, then follow up or mark it replied. See Actions.
• Keep jobs and crew current: create your first job, add a task with a date and an owner, then invite a teammate or make an update through your assistant.
• Bill clients and get paid: add your business details, set up payments with Stripe, then send your first quote or invoice. You can draft while Stripe checks your details. Invoicing is in the trial and on Plus and Pro, where it’s turned on; on Free the first step is the upgrade.
• Just exploring: starts with jobs.

Every path ends with connecting ChatGPT or Claude, with a first request to try. When your assistant makes its first change, the checklist shows what it did. Close the checklist any time. A workspace made before this question keeps the checklist it had. Choose a first job in Settings → Workspace any time.

Invite your team

1. Open Members in the workspace you want to share.
2. As an owner or admin, choose Invite and enter your teammate’s email address and intended role.
3. Create the invitation. The teammate follows their invitation and completes the account steps.
4. Check Members again to confirm they joined the right workspace.

If you get stuck

If verification or an invitation fails, check that you used the latest link and the intended email address. Ask the workspace owner for a fresh invitation if it expired. Avoid repeatedly requesting password-reset emails.

For the next step, add your first client or plan a project. If you cannot reach the workspace, follow the account-access guide.