Getting Started
How To Create an Account and Setup a Project
Learn the process for registering a new user account and establishing your organization profile on the Capout platform. This guide also covers the initial steps for uploading documents to begin managing your first job effectively.
How to Add a New Location and Invite Users in CapOut
Learn how to efficiently manage your company structure by adding new locations and configuring user permissions. This guide provides a straightforward process for inviting team members to specific office branches within the platform.
How to Generate an ESX File in CapOut
Learn how to export your property estimate data into an ESX file using the CapOut platform. This guide walks you through the steps to include detailed notes and select the appropriate carrier profile for your workflow.