Can I still use your program if I create estimates using Estimating Software?
Yes, as long as you can import your estimate into QuickBooks®. As part of our testing, we created detailed Estimates using Craftsman's National Estimator and the Job Cost Wizard to export it to QuickBooks®. Once the Estimate had been brought in, we simply deleted the subtotal lines created by National Estimator, and everything was fine.

Several of our contracts require variable rates of retainage, can CAPS handle this?
CAPS has built-in functionality, which enables it to calculate variable rates of retainage whether the rate varies on individual line items or if the rates change throughout the contract. CAPS will accurately report the total amount of retainage held on the Application for Payment Sheet in section 5, additionally you can choose to show in Column I of the Continuation sheet either the percentage rate that retainage is calculated at or the dollar amount of retainage held for each line item.

In QuickBooks® I want to maintain accurate Accounts Receivable and Retainage Receivable accounts, will CAPS keep these accounts updated for me?
CAPS does not write any information back to QuickBooks®. By creating a Progress Invoice from your original Estimate each time you are ready to do a draw, you are automatically updating your Accounts Receivable. We teach you how to create a Retainage Receivable Account in QuickBooks® and keep it accurate through the use of two additional line item entries when you create your Progress Invoice. Through the creation of a memorized report you can see at any time how much Retainage is outstanding.

How does CAPS handle Change Orders?
All information relating to Change Orders/Extra Work Orders MUST BE ENTERED at the bottom of your original estimate in QuickBooks® in order for CAPS to recognize them as being part of this job. We explain how to create items in your Item List that are specifically for Change Orders and/or Extra Work Orders and how to utilize that item to it's fullest. CAPS do not recognize Change Orders that are created as a sub-job of your original job; as it is seen to be a totally unique and separate job.