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Run Your Business on One System

Quotes, jobs, invoices, inventory, and payments — everything in one place, so you always know what’s happening and what needs attention.

Built for businesses that need clarity and control

The Problem

Your business runs on tools that don’t talk to each other

Quotes in one place. Invoices in another. Tracking somewhere else.

Nothing connects — and nothing shows you what your business actually made last month.

You’re left guessing what’s done, what’s owed, and what’s profitable.

How it works

From Quote to Cash in Three Steps

No spreadsheet juggling. No switching between apps. One connected flow from start to finish.

Create & Send a Quote

Build a quote with line items, pricing options, and a project summary. Send it through a branded portal link; your customer opens it in their browser. No login. No app download

Customer Reviews & Accepts

Your customer sees every line item and term in their portal. They accept with a legally binding e-signature. The scope and price lock automatically.

Invoice & Get Paid

Convert the accepted quote to an invoice in one click — line items, tax, and discounts carry over. Your customer pays by card or bank transfer directly from the portal

Core Capabilities

Everything you need to run your business. Nothing you don't.

From the first quote to the final payment — every step is connected.

Professional Quotes

Create detailed quotes with multiple pricing types, send via branded portal, and capture legally binding e-signatures. Convert accepted quotes to invoices in one click.

Job Tracking

Schedule work, assign team members, track expenses per job, and monitor progress from draft to completion. Recurring contracts auto-generate work items on your schedule.

Invoicing & Payments

Send branded invoices with online payment links. Support deposits, progress billing, and final invoices. Late fees apply automatically. Customers pay by card or bank transfer.

Customer Portal

Your customers view quotes, accept with a signature, pay invoices, track job status, and submit service requests — all from a branded portal. No app download required.

Customer Portal

A Professional Portal Your Customers Will Trust

Create a quote. Send it with a branded portal link. Your customer reviews, signs, and accepts — electronically. One click converts the accepted quote to an invoice. Your customer pays online. The entire lifecycle in one place, with a full audit trail.

1 user
Unlimited quotes & invoices
Customer portal with e-signatures
Branded PDFs
Manual payment recording
Basic dashboard & KPIs
100 work items/month

Learn more

Why Capoflow

Built for How Service Businesses Actually Work

Every feature is designed for the full lifecycle of service work — from the first quote to the final payment.

Inventory & Materials

Track materials with cost, markup, and stock levels. Auto-deduct inventory when invoices are finalized. Get low stock alerts and COGS reporting per job.

Financial Clarity

Phase-aware revenue and profit reporting. Pipeline funnel, expense breakdown, revenue projections, and an action center that tells you exactly what needs attention today.

Action Center

A persistent panel that shows exactly what needs attention: overdue invoices, unbilled completed work, expiring quotes, stale deals. Each item links directly to the action you need to take.

Team & Access Control

Invite your team with role-based access. Owners and admins see everything. Employees see only the jobs assigned to them. Reassign a job and access updates automatically.

Credits, Deposits & Returns

Accept customer deposits before work starts. Process returns that generate credit balances. Apply credits to future invoices. Every dollar tracked with a full audit trail.

New Features Coming Soon

Pricing

Plans that grow with your business

Start simple, automate the busywork, and step up when you need deeper control.

Save up to $600/year

Starter

$39/mo

Save $120/year with annual billingFor solo operators getting started with quoting and invoicing.

Start Free Trial

Including :

Professional

$99/mo

Save $120/year — most customers choose annualFor growing businesses that need automation, AI tools, reporting, and no basic monthly send caps.

Including :

Everything in Starter, plus:
Up to 3 users
AI-powered quoting
Automated follow-ups & late fees
Job tracking & expense management
Revenue & profit reporting
QuickBooks Online sync
Unlimited quotes & invoices

Business

$249/mo

Save $600/year with annual billingFor companies that need inventory, credits, statements, and deeper operational control.

Start Free Trial

Including :

Everything in Professional, plus:
Up to 10 users
Inventory tracking & auto-deduction
Job-level cost & profit visibility (COGS)
Returns, credits & customer statements
Revenue projections & advanced reports
AI quote wizard (Unlimited*)
Priority Support

Integration With Your Tools

Sync invoices and payments with QuickBooks Online. Collect card and ACH payments through Stripe. More integrations coming

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Why Businesses Switch to Capoflow

Most tools do one thing — invoicing, scheduling, or payments. Capoflow connects the entire workflow:
quote to signature to invoice to payment to credit. One system instead of five. No duct tape. No double
entry. No guessing what’s been paid or what’s overdue

See Pricing