ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / SITE VISITS
Estimates & Intake
Trade-Specific Intake. Precise Field Data.
Capture roofing dimensions, HVAC ducting specs, or plumbing rough-in details on-site and convert them directly to a quote.
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REVENUE_ENGINEACCELERATED
WORKFLOWON-SITE
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / THE REVENUE GAP
Three steps to revenue.
01
Capture Field Data
Use mobile-optimized forms to capture dimensions, photos, and trade-specific specs directly on-site.
02
Calculate with Precision
Our system calculates totals based on your pre-set units and pricing rules. No manual math needed.
03
Convert to Quote
Once measurements are in, convert the estimate to a professional adaptive quote in one click.
02 / Overview
Estimates & Intake
Precision starts in the field. Kaching's estimate module provides trade-specific intake forms and measurement checklists designed for your specific workflow. No duplicate entry. No paper forms.
Trade-specific intake checklists (Roofing, HVAC, etc.)
Mobile-optimized measurement forms for precise field data
Photo capture and annotation attached directly to the estimate
Custom measurement sets per service type and area
One-click convert to an adaptive quote with pre-filled data
Calendar view for scheduling and managing site visits
Measurement Protocol / Estimator
Field Precision Mode: ON
New Estimate
Active Trade
ROOFING
HVAC
PLUMBING
ELECTRICAL
Material Kit
Shingle TypeOC_DURATION
Color ProfileESTATE_GRAY
Job Node: 1248 Oakwood Ave
Structural Roofing Estimate
Accuracy Delta+/- 0.2%
Annotated_Capture_842
Secure Link: Active
03 / FIELD PRECISION
THE INTAKE STRUCTURE
1
Trade-Specific Forms
Forms that adapt to your trade—Roofing, HVAC, Plumbing, or Electrical.
2
Mobile Photo Capture
Attach site photos and annotations directly to the line item for clear documentation.
3
Dimensional Math
Automatic calculation of area, volume, or linear measurements based on field input.
4
Material Checklists
Standardized checklists ensuring no component or service is missed during the site visit.
5
Field Notes
Technical logs and site observations captured instantly with voice-to-text or mono-font labels.
6
CRM Synchronization
Data syncs instantly to the office, allowing quotes to be prepared before you leave the site.
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Measurement Protocol / Estimator
Field Precision Mode: ON
New Estimate
Active Trade
ROOFING
HVAC
PLUMBING
ELECTRICAL
Material Kit
Shingle TypeOC_DURATION
Color ProfileESTATE_GRAY
Job Node: 1248 Oakwood Ave
Structural Roofing Estimate
Accuracy Delta+/- 0.2%
Annotated_Capture_842
Secure Link: Active
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TURN VISITS INTO SIGNED QUOTES
See how this feature fits into your workflow.