ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / FIELD MANAGEMENT
SITE VISITS
Field Work. Fully Tracked.
Log every site visit, capture photos and measurements, assign field reps, and track visit status from the office — in real time.
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REVENUE_ENGINEACCELERATED
FIELD TRACKINGREAL-TIME
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / OVERVIEW
SITE VISITS
Site visits are where deals are won or lost. Kaching's site visit module gives office managers full visibility into every field appointment — who's scheduled, who's on-site, what was captured, and what the next step is. Field reps log everything from their phone. Nothing falls through the cracks.
ANATOMY_LEGEND
01
SPEC_ID_01Calendar view of all scheduled site visits by rep and date
02
SPEC_ID_02Assign visits to specific field reps with client details
03
SPEC_ID_03Mobile check-in when arriving on site
04
SPEC_ID_04Capture photos, measurements, and notes in the field
05
SPEC_ID_05Status tracking: Scheduled → In Progress → Completed
06
SPEC_ID_06Auto-link visit data to the associated estimate or deal
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
Schedule the visit
Book a site visit from the deal or estimate record. The field rep is notified with the client address and job details.
02
Check in and capture
The rep checks in on arrival, captures photos and measurements, and logs notes — all from their phone.
03
Office sees it live
The visit status updates in real time. All captured data is attached to the deal for the quote builder.
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SEE WHAT'S HAPPENING IN THE FIELD
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