This video provides a detailed general overview of how the program works.

Duration - 26 minutes

Highlights:

0:00  Introduction

2:25  WHAT does CAPS do?

5:51  HOW does CAPS Work?

8:05  What information does CAPS read from QuickBooks?

12:05  What information does CAPS store?

24:52  Conclusion - Trials, Pricing, etc.

This video provides step-by-step instructions for how to download the CAPS program electronically, installing the software to your computer, granting CAPS permission to access your QuickBooks data, and setting up your initial billing preferences and defaults.

Duration:  28 minutes

Highlights - simply advance the video to these times:

0:00  Downloading & installing CAPS

6:26  Avoid a Windows/QuickBooks permission bug when granting CAPS permissions to access QuickBooks

9:44  Licensing CAPS

11:01  Default installation location of the CAPS Data folder

12:08  Granting permissions for CAPS to access QuickBooks data

14:08  Setting up your default billing preferences in CAPS

15:24  Setting up Architects & Engineers

16:27 Setting up Job Billing Preferences

20:21  Setting up Job Printing Preferences

22:58  Adding in-house Notary Information

24.49  Overrides

25:00  Adding your company logo

A complete step-by-step video about how to customize your billing forms and how to create a new form from one of our existing templates.

Duration - 36 minutes

Highlights:

00:00  Introduction

 2:38  Where to access the form customization module

 3:42  Starting the forms customization process

 4:42  Getting familiar with our templates

12:54  Choosing a form template to customize

14:33  Marking up the template with the changes you want to make

16:17  Customizing & creating a new form

25:46  Dealing with the "It appears that Excel is running" message

29:53  A quick run through of creating a new form, without all the explanations

Whether your brand new to using QuickBooks or a long-time user, please watch this video to learn about the information that CAPS "expects" to find in QuickBooks, to accurately generate your billings.  Approximately 90-95% of your billing information comes directly from your QuickBooks data.

Duration - 32 minutes

Highlights - 

 0:00  Intro

 1:14  How CAPS uses your QuickBooks data

 2:22  QuickBooks Preferences CAPS relies on

 4:32  Your QuickBooks Items List

 8:14  QuickBooks Group Items - Create Estimates faster

10:51  Creating Items for Change Orders or Extra Work Orders

12:01  Customer & Job setup

13:18  Additional info to add to QuickBooks Job Records for CAPS

17:50  Creating Estimates

20:58  Creating Progress Invoices

24:45 Handling Retainage in QuickBooks

25:19  Handling Change Orders in QuickBooks

27:56  Things that will TOTALLY mess up your billings!

An overview of running your first set of billings and the creation of one-time linked records in the CAPS program to hold additional information about your project that QuickBooks has no means of tracking.  Step-by-step instructions for three different situations you might encounter.

Duration - 39 minutes

Highlights

 0:00  Introduction

 2:46  How CAPS works

 4:23  Running CAPS - the first invoice on a brand-new job

18:14  Running CAPS - when a Change Order is approved before you do your first billing

27:05  Running CAPS - when picking up in the middle of a job

The CAPS Contract Forms Manager allows you to create generic or custom Lien Waiver and Releases.  This video provides a step-by-step walkthrough of the Contract Forms Manager and covers three different ways of creating custom Lien Waiver and Release templates and then how to use those standard template for multiple jobs.  We've even included a handy cheat sheet that references where each of the document variables included in the program mean and where they come from.  Download that here.

Duration - 48 minutes

Highlights:

 0:00  Intro - working with Microsoft Word macros.  Do this first to avoid errors

 1:09 Twelve states that require their own Lien Waiver forms

 4:48  Getting to know the Contract Forms Manager

15:39  Intro to creating custom lien waivers

17:53 How to create a custom form from something already in a Word document

33:01  How to create a custom form from text copied from a web page

39:45  How to create a custom form from a .pdf file

47:47  Finding your Contract Forms