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Use case: Construction Projects

Construction work is scheduled, billed and disputed on the same set of facts, so those facts need to live in one place. Capitán tracks budgets, subcontractors, milestones and variations across sites, and keeps the paperwork — drawings, certificates, site photos — attached to the record it belongs to rather than in a shared drive. Progress claims then draw on what was actually recorded instead of a reconstruction. For contractors running several jobs at once, the value is less any single feature than not maintaining the same figures in three different spreadsheets.

CRM

Campaigns, leads and customer records in the same system that quotes, ships and invoices them — with the next action always on someone’s name.

Purchase Management

Requisition to supplier invoice: orders, partial goods receipts, supplier price lists, and invoice lines matched to the receipts they settle.

Sales Management

Quotation to order to shipment to invoice, with partial fulfilment tracked line by line and pricing resolved from the customer’s own price list.

Financial Accounting

Double-entry accounting built for Israeli compliance: VAT and PCN874, Form 102, allocation numbers, withholding, fixed assets and bank reconciliation.

Project Management

Plan, track and bill projects in one place. Capitán PM keeps projects, tasks, crews and the work reported against them in one record.

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