PRE-JOB SITE VISITS · BUILT FOR TRADES

See the job.
Scope the work.
Send the quote.

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.

Pre-job site visitsScope to quoteYou approve
EXAMPLE PRE-JOB VISIT
Site VisitDraft
CANOPY SMART TECHNOLOGY6:24 video · 14 photos analysed
ScopeOrganised for review
Site contextAccess + conditions
PhotosKept with this job
✓ Quote draft ready to check
FOUNDING 250 USERS
£14.99/month for your first 6 paid months Then £19.99/month while you remain continuously subscribed.
Founder price details
£199/year after your Founder periodAbout two months free versus paying £19.99 monthly.
Try Pro free for 30 days →

WHY CANOPY IS DIFFERENT

From the first visit to the first quote, without starting from scratch.

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.

01

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.

02

Bring the details together

Canopy Smart Technology organises what you captured into a draft scope, ready for your review.

03

Quote, then stay organised

Review the scope and prepare your quote, then reuse the information for briefs, invoices, follow-ups and RAMS when needed.

HOW IT WORKS

One pre-job visit. Three steps.

See what needs doing before the job starts, check the proposed scope and prepare the quote.

01

Visit & capture

Meet the customer, assess the proposed work and capture requirements, notes, photos or video before work begins.

02

Review the scope

Canopy Smart Technology organises your visit into an editable draft. You check and adjust the details.

03

Prepare the quote

Build and send your professional quote, with the reviewed job information ready for later paperwork and follow-ups.

FROM FIRST VISIT TO QUOTE

Capture the details on site. Turn them into a 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.

Assess before work startsOrganise the proposed scopeReview before you send

BUILT AROUND YOUR TRADE

Choose your trade — or request a specialist one.

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. .

BUILT AROUND ELECTRICAL

Electrical job context

Pre-job questions, common services and scope details shaped around electrical work.

Pre-job questionsServicesProposed scope

WHAT YOU GET

Start with the quote. Keep the job together.

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.

01PRE-JOB CAPTURE

Canopy Smart Technology

Walk & Talk, voice, video, photos and proposed work context analysed together before quoting.

02QUOTE

Quotes

Build a professional quotation from the details you have reviewed.

03DELIVER

Job paperwork

Keep reviewed job details for briefs, invoices and RAMS when required.

04FOLLOW UP

Keep work moving

See what was sent and what needs chasing.

SIMPLE PRICING

Compare what Free and Pro include.

Every account can try every Pro feature free for 30 days. No card and no automatic charge.

FREE

£0

For everyday jobs and quotes

  • Customers and job records
  • Site visits and notes
  • Basic quotes
  • Cloud sync and exports
  • One main built-in trade
Need a specialist trade?

Request it in Canopy. Each request is reviewed before it becomes active.

CANOPY PRO

£24.99 / month

For the full site-to-paid workflow

FOUNDING 250 · LIMITED LAUNCH OFFER
£14.99/ month for your first 6 paid months

Then £19.99/month while you stay subscribed.

Save £10/month versus the planned standard price
  • Walk & Talk and smart job organisation
  • Unlimited quotes, invoices and follow-ups
  • Briefs and RAMS when needed
  • Multiple approved trades
Founder price details
FIRST 250 PAID USERS£14.99/month for your first 6 paid months, then £19.99/month while continuously subscribed. Annual billing is £169.99 for your first year, then £199/year — about two months free versus paying monthly.

30-DAY CANOPY PRO FREE TRIAL

Every Pro feature · no card · no automatic charge

See whether Canopy makes your admin easier.

Tell us what trade you work in and what would help. We’ll link the trial to your email and keep you updated.

What happens after the 30 days?

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.

Apply for your 30-day free Pro trial

Tell us your trade and the email address you want the trial linked to. If your trade is not listed, tell us what you do so it can be reviewed.

30 days · all Pro featuresNo card · no automatic charge