Scope items — your list of work
A scope item is one piece of work you sell: "install new duplex outlet", "install recessed can light", "pull permit". It is the vocabulary your estimator picks from at intake, and everything downstream reads from it — which phases the job runs through, who does the work, and which parts get taken off.
Find them under Settings → Scope items. Only a tenant owner can open or change this screen.
What each scope item carries
| What it is | Where it shows up | |
|---|---|---|
| Code | Your short identifier — EL-OUT-01 |
The list, and any export |
| Name | What you'd say out loud — "Install standard duplex outlet" | Intake and the bid |
| Unit | How you count it — each, foot, hour | The takeoff |
| Required role | Who does the work — Journeyman, Apprentice | The bid prices labor at that role's rate |
| Phases | The steps it runs through, in order | A new bid opens pre-seeded with them |
| Materials | The parts it typically consumes | The bid builder offers these first |
| Location note | Whether intake asks where it goes | Intake — "4 ft AFF, right of the fridge" |
| Notes | Your own nuances, in plain words | This screen |
Reviewed vs needs review
Your account arrives with a draft list of scope items and a draft phase mapping. That draft is our guess at an electrical shop, not your answer — so every item is marked Needs review until somebody who knows the trade saves it. The count at the top ("4 of 17 reviewed") is your progress through that.
Saving an item's phases marks it reviewed. Saving no phases counts too — "a permit runs through no phases" is a real answer, not an empty one.
Add a scope item
Under the list, in Add a scope item:
- Code — short and stable, e.g.
EL-SW3-RETRO. It's stored upper-case, soel-sw3-retroandEL-SW3-RETROare the same code and you can't create both. - Name — how your crew says it.
- Unit —
ea,ft,hr. Whatever you count it in. - Required role — the role that does the work. You have to have configured at least one under Settings → Labor roles first; a scope item pointed at a role that doesn't exist can't be priced.
- Click Add scope item.
The new item opens straight away, marked Needs review, with no phases. Tick its phases next — that's the half that makes it useful on a bid.
Say which phases it runs through
Select the item, then tick phases in the Phases, in order list. The order is the order you tick them, not the order the phases are listed in, because a scope item may run its steps in its own sequence. Use the ↑ / ↓ buttons to rearrange.
Add the parts it uses
The Materials panel lists the parts this scope item typically pulls in, grouped by what each part does in the work — the device, the box, the wire. When your estimator picks this scope item in the bid builder, these are the parts they're offered, instead of all several hundred in your catalog.
To add one:
- Part — pick from your catalog. (Empty? Import your price list first — see Importing your SKU catalog.)
- What it does — the slot:
device,box,wire,connector, or anything else you want to call it. Slots you've already used are suggested as you type. - Offer this one first — tick it if this is the part you'd normally reach for. Each slot has at most one of these, so marking a new one steps the old one down.
- Click Add part.
To stop offering a part, click Remove next to it.
Removing doesn't erase history. The part stops being offered from now on, but the record stays, so a materials list you built last month still explains why it looked the way it did.
Nothing here sets a quantity. Flow deliberately never guesses how many — your estimator types the number on the takeoff. This screen only says which parts belong to the work.
What's not in v1 yet
- No deleting a scope item. Bids, materials lists and job scope reference these rows, and deleting one would break records that have already gone to a customer. Retiring an item you no longer sell is on the roadmap; today, leave it in place.
- No editing a code or name after the fact. Add a new item with the wording you want and stop using the old one.
- No changing a part's slot in place. Remove it and add it again under the slot you want.
- No adding or renaming phases from this screen — the phase list itself is fixed for now. You can map any existing phase to any scope item.