Start with what you need
Choose a playbook when you want an operating rhythm, or a how-to guide when you need to complete one setup task.
Playbooks
9 playbooksRun a repeatable leadership rhythm with owners, branch managers, and account managers.
Browse →How-To Guides
9 guidesComplete one setup task or learn how to use a specific part of Capsa.
Browse →Briefs
4 briefsRead the business context behind the metrics and trends your team is watching.
Browse →Quick Demos
7 demosWatch short product walkthroughs when you want to see the workflow in action.
Browse →Playbooks
Use these when you want a shared operating rhythm across roles, not just a one-time setup step.
Run Your Pre-Aspire Pipeline in Business Development
Track every pursuit before it becomes an Aspire opportunity: capture deals, keep a next step on each one, review the pipeline, and hand bid-ready deals into Aspire.
Manage Your Accounts with Intention
The operating loop for leaders and account managers: every property gets an owner, a cadence, and a next step — coordinated in one place.
How to Standardize Renewal Pricing Across Your Portfolio
Apply one leadership pricing philosophy across a large property group while AI assembles the data and prepares each renewal plan for review.
How to Run Your Week from the Command Center Digest
Use the digest email as a weekly triage list across margin, A/R, visit notes, and property health — each item one click from action.
How to Schedule Recurring Site Walks by Account Tier
Filter properties by tag or contract value, set a recurring site walk or check-in cadence, and let the tasks flow to Aspire automatically.
How to Capture Budget Items All Year for Next Year's Budget
Record budget items and price recommendations on the property the moment you spot them, so planning season starts from real observations.
How to Manage AI Notes in Command Center
Turn visit-note follow-ups and AI recommendations into action, clear stale items, and teach AI what your team wants it to remember.
How to Review Visit Notes in Command Center
Use AI Notes sorting and open visit-note focus to turn service notes into a branch or account management review queue.
How to Monitor Property Health in Command Center
Learn how owners, branch managers, and account managers can stay aligned on whole property health and what needs attention.
How-To Guides
Use these when you need to configure a standard, update a view, or learn one focused workflow.
How to Create a Deal in Business Development
Capture a pursuit as a deal, connect it to the right Aspire company, even one created today, and give it a next step.
How to Report on Your Pre-Aspire Pipeline
Read pipeline and weighted value by stage, build a filtered table of deals, and review pursuits beside your Aspire opportunities.
How to Move a Deal Into Aspire
Hand a bid-ready deal to your estimators and link the Aspire opportunity that carries it forward.
How to Use Property Notes in Command Center
Build a useful property history, notify teammates, update health with context, and review the AI guidance attached to each property.
How to Schedule the Command Center Digest
Choose who receives the digest, when it arrives, which properties it covers, and which Command Center sections it includes.
How to Configure Command Center Health Rules
Create shared red, yellow, and green health rules using service, margin, account management proactivity, and A/R signals.
How to Create Revenue and Gross Profit Targets
Learn how to set up production goals and track performance against revenue, gross profit, and gross margin targets by branch and division.
How to Customize Penetration Definitions
Configure base revenue filters, create penetration groups by service type, and unlock AI-powered recommended actions for upselling.
How to Configure Sales Groups
Create one-click filter presets for your Sales Dashboard and Sales Scorecard to quickly switch between different sales categories.
Briefs
Short reads on the business context behind the metrics, trends, and benchmarks your team is watching.
How We Forecast Earned Revenue
A practical breakdown of earned actuals, pending acceptance, scheduled work, backlog, weighted pipeline, timing history, and capacity caps.
The 4x Gap in Ancillary Revenue — and What Explains It
The best landscape companies earn $1.17 in ancillary work for every dollar of maintenance revenue. The bottom 25% earn 30 cents. A 4x gap — and close rates don't explain it.
Ancillary Sales '26
A high-level read on early-year ancillary trends in year-round maintenance markets, using same-store active-contract comparisons.
The Opportunities Were Always There. Nobody Had Time to Find Them.
How teams use Capsa's AI to prioritize a whole book of business: cross-sell flags, timed site-visit tasks, visit-note follow-ups, margin-leak reviews, and renewal plans — each explained and assigned.
Quick Demos
Short videos for teams that want to see the workflow before reading the full guide.
Upsell & Penetration Reporting with Recommended Actions
See how Capsa identifies your highest-value upsell opportunities by analyzing penetration rates across service categories and surfacing AI-powered recommended actions.
Labor Efficiency by Crew, Service, and Property
Learn how to track labor efficiency across your crews, services, and properties to identify opportunities for improving productivity and profitability.