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Folder Construction Application for Payment FREE Training

This section contains FREE self-paced Construction Application for Payment Solution (CAPS) Audio/Video training using .mp4 videos. All items are designed to provide a thorough overview to setting up and using Construction Application for Payment Solution to generate your Percentage of Completion Contract Billings.

The most important videos to watch are:

  • Video #3 - Construction Application for Payment Solution Initial Setup
  • Video #4 - Construction Application for Payment Solution QuickBooks Setup
  • Video #5 - Construction Application for Payment Solution Generating Your AIA® Type billings

We have found that customers who take advantage of these FREE Training mechanisms are much happier with their software, as they actually get to "see the program in action" while the setup procedures are explained and demonstrated.

These training modules can also be found on our Web Service Center (where you download your software). 

Screenshots shown in the videos may differ slightly from the actual screens you see in the program, however, setup instruction remain the same. Please realize that we spend approximately 250 hours of our time creating these videos that are available here, therefore, it is not an easy task to keep them updated.

 


Documents

video 1. Intro-How does Construction Application for Payment Solution Work? Popular

By 2431 downloads

This video contains an introduction to the Construction Application for Payment Solution (CAPS) program.

It answers (and demonstrates) many of the common questions about:

  • What does it do
  • and, How does it work.

video 2. Download & Install Construction Application for Payment Solution Popular

By 913 downloads

This video will walk you through:

  • downloading the CAPS program from the Web Service Center
  •  finding your license information
  • and, granting CAPS permission to access your QuickBooks data file

NOTE:  Granting permissions requires that you be logged into QuickBooks in single-user mode as the QuickBooks Administrator - this is required by Intuit.  Once permissions have been granted, you can return QuickBooks to multi-user mode.

video 3. Construction Application for Payment Solution Initial Setup Popular

By 967 downloads

This video covers:

  • Entering your CAPS license information (and where to find it)
  • Granting CAPS permission to access your QuickBooks company data file.  An Intuit requirement that requires you to be in single-user mode and logged in as the QuickBooks Administrator.  Once permissions have been granted, QuickBooks can be placed back into multi-user mode.
  • An overview of setting up your company preferences including:
    • Job Billing & printing defaults
    • Notary Information
    • Various other billing options
    • Form Printer Alignment for printing on AIA original documents

video 4. Construction Application for Payment Solution - QuickBooks Setup Popular

By 977 downloads

While you may have used QuickBooks for a long time, please watch this review of your QuickBooks company file setup, and the information that CAPS "expects" to find there, in order to accurately generate your AIA BIllings.

Recommended for BOTH new and long time QuickBooks users.

This video covers:

  • QuickBooks Preferences utilized
  • QuickBooks Item List = cost codes
  • Customers & Jobs
    • Information to add to your Job records
  • QuickBooks Estimates = your Schedule of Values
  • Creating Progress Invoices (you update & maintain your Accounts Receivable)
  • Tracking Retainage
  • Handling Change Orders

video 5. Construction Application for Payment Solution - Generating Your AIA Type Billings Popular

By 1022 downloads

This video walks you through generating your AIA type billings with the Construction Application for Payment Solution program.

It provides 3 very specific examples for creating your draws:

  • First billing for a brand new job
  • First billing for a brand new job with a Change Order that happens BEFORE you ever create billings
  • How to pick up in the middle of billing for a job

pdf Construction Application for Payment Solution Download & Installation Instructions Popular

By 8752 downloads

Download (pdf, 5.44 MB)

caps_installation_instructions.pdf

Complete download and installation instructions in .pdf format. Updated to include the most common problems experienced by Windows 8.1, 8, 7 & Vista Users.

19 pages with LOTS of screenshots.  Updated 9/19/2014.