Getting Started Guides
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.
Quick Demos
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.
Labor Utilization & Percent Billable
Understand how to measure and improve your labor utilization rates to ensure your crews are spending more time on billable work.
Sales Scorecard
Track sales performance with detailed scorecards showing pipeline, close rates, and revenue by salesperson and division.
Recurring Revenue & Retention
Monitor your recurring revenue streams and customer retention rates to identify at-risk accounts and growth opportunities.
Property Command Center
Get a comprehensive view of all your properties with filtering, sorting, and drill-down capabilities to manage your portfolio effectively.