Introducing CAPS Version 6 - A FREE Upgrade for current customers
We’re very excited to release this updated version of our CAPS software and we feel that the CAPS Version 6 update has a lot of enhancements that you’ll appreciate, making the billing process faster and your work life easier. We've also updated our entire manual and all of the CAPS Training videos.
Here's just a few of the new things included in CAPS Version 6:
- Customizable cover sheets in a standard or invoice format.
- Customizable continuation sheets in a standard, with quantities, or units format.
- Add your company logo to the billing forms.
- Printing defaults can be customized to be "To" Owner, Subcontractor, GC, Project Manager, Contract Manager, Construction Manager, or an entity of your choice.
- Printing defaults can be customized to be "From" Contractor, Subcontractor, GC or something of your choice.
- Printing defaults can be customized to be "With" Engineer, Architect, Project Manager, Contract Manager, Construction Manager, None, or two other entities of your choice.
- Options to omit the Distribution, Notary and/or Architect/Engineer signature blocks.
- Customizable distribution blocks with names of your choice.
- Billing forms can be opened directly to Excel when printing.
- Be sure to watch the video Customizing your billing forms video (105.42 MB) to learn more.
This is a FREE Upgrade for all current customers and will be the only version of CAPS that we will be selling from this point forward. CAPS Version 5 will be discontinued and Version 6 will automatically convert all your data.
Watch the video below to learn about the new features and functionality included in CAPS Version 6, PLUS a step-by-step walk through for converting your existing CAPS Version 5 program to the new CAPS Version 6.
The conversion process is super simple as the Version 6 program does about 90% of the work for you. However, if you plan on having your IT person or company do the conversion for you, pdf download and print this document to give to them (1.16 MB) .
VIDEO: Converting CAPS Version 5 to CAPS Version 6
1/30/2025 - UPDATE if you are moving to a new computer all you need is a backup of your CAPS Version 5 data to restore when you install Version 6.
Duration - 42 minutes
Highlights:
0:00 What's new, What's different & What's changed
10:35 What's covered in this video
11:59 Conversion for a single CAPS user with a single or multiple CAPS Licenses
13:26 The actual conversion step-by-step. Download CAPS Version 6
15:02 The CAPS Version 6 Setup Wizard
16:12 The Warning Window - it's NOT an error message
17:37 What to do if a Version 5 Pay App doesn't convert?
20:40 Make sure the data converted - Compare CAPS Version 6 to Version 5
23:10 Where's my CAPS Data?
27:01 Manually copying customized Version 5 Contract Document forms to CAPS Version 6
31:53 Granting QuickBooks Permissions for CAPS Version 6 to access your QuickBooks data - Do THIS first to avoid a QuickBooks Windows permission bug
36:47 Conversion for multiple CAPS user with a single or multiple CAPS Licenses
39:07 Final thoughts & notes
40:29 the NEW Open Form (in Excel) option on the Print Screen
Be sure to watch this video about customizing your billing forms:
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