ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / SITE VISITS
ESTIMATES
Book, Measure, Quote. In One Flow.
Schedule site visits, capture measurements on-site, attach photos, and convert directly to a quote — without leaving the CRM.
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REVENUE_ENGINEACCELERATED
WORKFLOWON-SITE
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / OVERVIEW
ESTIMATES
Estimates are where contractors lose time. Kaching's estimate module gives you a calendar view for booking site visits, a mobile form for capturing measurements and photos on-site, and a one-click conversion to a full quote. No duplicate entry. No paper forms.
ANATOMY_LEGEND
01
SPEC_ID_01Calendar view for scheduling and managing site visits
02
SPEC_ID_02Mobile-optimized form for on-site measurements and notes
03
SPEC_ID_03Photo capture attached directly to the estimate
04
SPEC_ID_04Multiple measurement sets per estimate (rooms, areas, surfaces)
05
SPEC_ID_05One-click convert to a full quote with line items pre-filled
06
SPEC_ID_06Kanban view: New → Scheduled → Completed → Converted
VAULT
NODE_MAP_V4
FIELD GEOMETRY
Active // Live Sync
ARRIVED
MIKE R. · ROOF
TECH: ALEX M.
EN ROUTE
SARAH T. · HVAC
TECH: TINA B.
SCHEDULED
DAN L. · RENO
TECH: JAKE F.
FLEET_STATUS
3 ACTIVE NODES
1 IN TRANSIT
VISITS COMPLETED
148↑ +18
ON-SITE EFFICIENCY
98.2%↑ +2.1%
02 / HOW IT WORKS
THREE STEPS
01
Book the site visit
Schedule a time directly from the deal record. The client can receive a confirmation email automatically.
02
Capture on-site
Use the mobile form to log measurements, take photos, and record notes while you're at the property.
03
Convert to quote
One click turns the estimate into a full quote with all measurements pre-filled. Send it before you leave the driveway.
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TURN VISITS INTO SIGNED QUOTES
Start your free trial today and see how easy it is to use this feature.