Capoflow detects your business stage. Quoting only? You see booked revenue. Invoicing? Recognized revenue. Collecting payments? Cash revenue. The right metric at the right time.
Line and area charts showing revenue trends, profit margins, and period-over-period comparison. Daily, weekly, monthly, quarterly, or yearly granularity.
See your quote pipeline: how many created, sent, accepted, lost, and expired. Track your conversion rate over any time period.
Four views: by category, by vendor, by asset (fleet/equipment), and by work item (profitability). Export any report to CSV.
Six categories of items that need your attention today: overdue work, expiring quotes, stale quotes, jobs needing invoices, jobs needing scheduling, and overdue invoices.
Set custom threshold rules for any KPI. Capoflow flags metrics in warning or danger status so you catch problems early.
As your team quotes, works, and invoices, Capoflow updates your numbers live. Revenue, open balances, expenses, and profitability — all in one dashboard. The Action Center tells you what needs your attention today.
Ask Capo AI about invoices, customers, jobs, settings, or performance. Get instant answers, complete tasks faster, and stay focused on running your business.
Capoflow only shows the numbers that matter. No vanity metrics. No confusing dashboards. Just a clean view of your business, updated live — so you spend less time reporting and more time running.
Know your monthly overhead Track rent, lease, software, insurance, and other fixed costs so you always know what your business needs to break even.
Track bills, overhead, and recurring costs in one place. Know what’s due, avoid surprises, and protect your profit.
Category, asset, vendor
Stop wondering. Stop exporting. Stop waiting for the month to end. Capoflow reports update as your team works, so you can make decisions with real numbers — not rough guesses.
Capoflow is the modern operating system for growing businesses – bringing quoting, invoicing, operations, payments, and reporting together in one system.
Know what’s happening in your business, where your money is going, and what needs attention — without guesswork.