Skip to content
Capo / Ops console

Every job has one name on it.

Capo runs the job from lead to PTO — and tells you exactly who's holding it, for how long, and what they owe next. One owner. One clock. No “I thought you had it.”

Accountability boardLive
Open47
Overdue3
Avg days4d
Waiting on customer6
JobOwnerDays
1142 Camino Salazar
RES SOLAR
Marcus T.
6d 23:59:50
88 Okafor Ct
RES ROOFING
Dana R.
2d
4200 Whitfield Bldg C
COMM SOLAR
Project mgr (role)
4d
617 Nguyen Way
RES SOLAR
Priya K.
1d
23 Brandt Mesa
RES ROOFING
Cole M.
5d
9051 Reyes Terrace
RES SOLAR
Jess L.· waiting
3d
775 Caldwell Plaza
COMM ROOFING
Sam V.
2d
Ball-in-court accountability

Nobody’s asking “whose is this?” anymore. The board already knows.

Every project has exactly one current owner and a clock running. Green under three days. Amber at three. Red at seven. The clock doesn’t care whose fault it is — it just shows you where the ball is and how long it’s been sitting there. Overdue isn’t a feeling. It’s a row.

Days in courtLive
1142 Camino Salazar
RES SOLAR · El Cajon
Marcus T.Owner
Current stagePermit submittal
In court
6d 23:59:50
0d3d6d7d+
Next action
Submit permit packet to El Cajon
Action history
Ball passedJun 14 · 09:12
Dana R.
Marcus T.
Held 4 days
Next action

Submit permit packet to El Cajon

Auto-assembled work orders

The work orders write themselves. You just say go.

Capo already knows it’s a residential solar job, on LightReach, in El Cajon, with a battery and a panel upgrade. So it builds the work-order list — permit submittal, NEM3 interconnection, JCO photo package, MPU coordination — tagged to the jurisdiction, financer, and utility it pulled them from. You confirm. You re-enter nothing.

Work order assembly
What we already know
TypeRESIDENTIAL_SOLAR
FinancerLIGHTREACH
AHJEL CAJON
BatteryYES
MPUREQUIRED
UtilitySDG&E
Auto-assembled0/9
Confirm 9 work ordersYou re-entered nothing.
Guided shoots + as-built register

Every serial, captured once. Pulled back up the day the warranty fight starts.

Guided shoots walk the crew section by section — example shot, instruction, photo slot, serial field — so the LightReach JCO package comes back complete the first time. Every inverter, battery, and meter serial lands in the as-built register on the spot. Quick shoots for everything else: in and out in under five minutes.

Guided shoot — LightReach JCOLive
Register · 3 unitsSerial-verified
TypeModelSerialLocation
INVERTERIQ8M-728F3K-22910-A
Garage wallVERIFIED
BATTERY5P-13.59KL2-55821
GarageVERIFIED
METERSDG&E
ExteriorPENDING

Each captured serial writes a project_equipment record · warranty + financer verification

As-built equipment registerRoof work 5/10<5 MIN
The full pipeline

Lead to PTO in one place. Stop running it out of a group text.

Per-trade pipelines, snapshotted per job so one project’s changes never touch another. Soft gates warn you when financing isn’t funded yet — then get out of your way. Estimates against actuals, the draw schedule, lender tracking, QuickBooks, multi-party e-sign with auto-countersign. The whole job, squared.

Pipeline
1142 Camino Salazar
RES SOLAR · EL CAJON · SDG&E
LightReach
  1. Lead
  2. Design
  3. 3PermitGate
  4. 4Install
  5. 5Inspect
  6. 6PTO

Soft gate · financing

Financing not yet funded — proceed anyway?

GoodLeap approval pending · gate clears when funded

Gates warn. They don't stop you.
Estimates vs actualsMargin, live
Draw scheduleInvoiced / received
E-signSent · signed · countersigned
AI over your own data

Ask it which jobs are red and waiting on us. It reads the board, not a brochure.

Per-project status summaries, scope-of-work assist, and a company-wide chatbot that answers from your actual projects — owners, clocks, stages, money. Grounded answers that link straight back into the job, not canned marketing blurbs.

Ask the board
which jobs are red and waiting on us?
3 jobs · red · ball on us
9051 Reyes Terrace
RES SOLAR
8d
4200 Whitfield Bldg C
COMM SOLAR
9d
23 Brandt Mesa
RES ROOFING
7d
Answered from your projects — not a brochure.
Capability index

Everything else the job needs. None of the fluff.

Multi-party e-signAuto-countersign, ordered signers
PDF assemblyMerge components, prefill from the job
Estimates vs actualsCatch margin bleed before it bleeds
Draw scheduleMilestones invoiced and received
Lender trackingGoodLeap, Mosaic, financer status
QuickBooksInvoice and cost sync
Customer portalMagic-link status, no logins
Field PWAOffline photo queue, uploads later
AI summariesThe whole job in three sentences
Soft gatesWarn you, never block you
Stage snapshotsPer-job, never touches another's
Action historyEvery handoff, timestamped
Integrations

Plugs into what you already run.

Connected systemsLive
Aurora Solar
SYNCED 2M AGO
OpenSolar
SYNCED 6M AGO
Acculynx
SYNCED 14M AGO
GoHighLevel
SYNCED 4M AGO
LightReach
SYNCED 11M AGO
GoodLeap
SYNCED 38M AGO
Palmetto
SYNCED 22M AGO
Firma.dev
SYNCED 1M AGO
QuickBooks
SYNCED 1H AGO
Resend
SYNCED 3M AGO
10 systems wired · all webhooks healthy
Mobile PWA + customer portal

Built for the bench seat and the back office.

Field crews shoot photos with no signal — they queue and upload when the bars come back. Customers get a magic-link portal with their stage, dates, and payment milestones, and nothing they shouldn’t see.

Field & portal
Field · Quick shoot23 Brandt Mesa
Roof install · JCO9/9
Offline · Queued 3

Uploads when the bars come back.

Customer portalRead-only
Your project
Install scheduled

Start Jun 24 · Done Jun 27

Payment schedule
  • DepositPaid
  • Install drawDue
  • FinalPending

Customer sees status only.

Stop chasing.
Start running.

One board. Every job. One name on every clock. Tell us your trade and we’ll load it onto the board.

Trade

No spam. We run jobs too.