Assess the proposed work
Walk through the job before it starts. Talk naturally and take photos instead of filling in long forms on the doorstep.
PRE-JOB SITE VISITS · BUILT FOR TRADES
Assess the proposed work before it begins. Walk the job, discuss the customer's requirements and capture notes, photos or video. Canopy Smart Technology organises what you capture into an editable scope, ready for you to check and turn into a professional quote.
WHY CANOPY IS DIFFERENT
Before the job begins, capture the customer's requirements, proposed work, photos and trade-specific details. Canopy Smart Technology helps organise that information into an editable draft for you to review before quoting.
Walk through the job before it starts. Talk naturally and take photos instead of filling in long forms on the doorstep.
Canopy Smart Technology organises what you captured into a draft scope, ready for your review.
Review the scope and prepare your quote, then reuse the information for briefs, invoices, follow-ups and RAMS when needed.
HOW IT WORKS
See what needs doing before the job starts, check the proposed scope and prepare the quote.
Meet the customer, assess the proposed work and capture requirements, notes, photos or video before work begins.
Canopy Smart Technology organises your visit into an editable draft. You check and adjust the details.
Build and send your professional quote, with the reviewed job information ready for later paperwork and follow-ups.
FROM FIRST VISIT TO QUOTE
Canopy Smart Technology keeps the proposed scope, customer requirements, observations and photos together, so the quote starts with the details you captured before work began.
BUILT AROUND YOUR TRADE
Canopy Smart Technology can shape pre-job questions and proposed work details around your trade — not force every business through one generic template.
Don’t see your trade? Request a custom trade inside Canopy after setup. Each request is personally reviewed by Canopy before it can become active or influence job questions, AI support or safety guidance. .
Pre-job questions, common services and scope details shaped around electrical work.
WHAT YOU GET
Capture the proposed work at the pre-job visit, check the details and prepare your quotation. Keep the same information for the paperwork that follows.
Walk & Talk, voice, video, photos and proposed work context analysed together before quoting.
Build a professional quotation from the details you have reviewed.
Keep reviewed job details for briefs, invoices and RAMS when required.
See what was sent and what needs chasing.
SIMPLE PRICING
Every account can try every Pro feature free for 30 days. No card and no automatic charge.
FREE
£0
For everyday jobs and quotes
Request it in Canopy. Each request is reviewed before it becomes active.
CANOPY PRO
£24.99 / month
For the full site-to-paid workflow
Then £19.99/month while you stay subscribed.
Save £10/month versus the planned standard price30-DAY CANOPY PRO FREE TRIAL
Every Pro feature · no card · no automatic chargeTell us what trade you work in and what would help. We’ll link the trial to your email and keep you updated.
Nothing is charged automatically. If you choose to subscribe, the Founder price applies only while places remain available to the first 250 eligible paid users.