Run the company

Customers, contracts, crews, renewals and billing in one system. Everyone starts on the work that’s theirs, and nothing is entered twice.

Try the live demo Customers and accounts

The work through the year

Maintenance and sales

Renewals priced to your margin

The Account Book shows every maintenance account’s margin for next year at today’s price, measured against your target. Reprice a group with one rule, approve them together, and send each customer a letter with the old and new price.

Margin watch flags accounts slipping below target as crews log their time.
Prepay discounts for customers who pay the season up front.
Campaigns to lost estimates and to customers missing a service.

Renewals: each account’s price today, next year’s margin at today’s price against its target, the price that reaches the target, the customer’s limit and the renewal date.

Production

The week, crew by crew

Every crew down the side, every day across, with the forecast for each day. Assign a visit and Capstone checks the crew’s hours, skills and equipment before you publish. When rain moves a day, the visits move with it.

Every design-build job gets a purchase list from its estimate, inventory from your yard and nursery, and a running job cost from the crews’ logged hours.

The week board: Monday to Friday across, each day published with its chance of rain, and each crew’s visits with the service, address, time and travel.

The crew

The day on their phone

Crew leads see their day and nothing else: stops in order with access notes, start and finish, photos, and each job’s plan, materials and punch list. It keeps working where the signal drops.

When a customer asks for more on site, the crew sends it to the office, or quotes it on the spot.

The crew’s phone: today’s stop with its service, time on site, an access note and a Start button.

The owner

The numbers that run the business

Home opens on what matters: sales against goal, work ready to bill, this week’s visits and everything waiting on someone. Every figure opens the records behind it.

A weekly note compares your numbers with published industry benchmarks and points to one thing to act on.

The owner’s Today: sold against the year’s goal, ready to bill, this week’s visits, and the list of what needs someone.

Billing

Billing without retyping

Completed visits, monthly installments, project milestones and approved extras collect in one place, ready to bill.

Each billing batch exports to QuickBooks Online or Desktop, ready to post.

Customers pay estimates, deposits and invoices by card or bank from their own page, through your company’s Stripe account, and contracts can run on autopay. No markup on processing.

A billing batch: its date, 321 rows and total, with the QuickBooks files to download and the invoices opened to their lines.