Built for Contractors
PLATFORM / TASK MANAGEMENT
TASKS
Assign It. Track It. Done.
Keep your entire team aligned with task assignment, due dates, and real-time status tracking — linked directly to your deals, jobs, and contacts.
STATUS TRACKINGREAL-TIME
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / THE REVENUE GAP
Three steps to revenue.
01
Create a task
Add a task from any deal, job, or contact page. Set the assignee, due date, and priority in seconds.
02
Team gets notified
The assigned team member receives an in-app notification instantly. No separate tool needed.
03
Mark complete
Update status directly from the task list or the linked record. Progress is visible to the whole team.
02 / Overview
TASKS
Kaching Tasks gives your entire crew a shared to-do system that's fully integrated with your CRM. Assign tasks to team members, link them to specific deals or jobs, set due dates, and track completion without ever opening a spreadsheet or group chat.
Create tasks linked to deals, jobs, contacts, or standalone
Assign to any team member with one click
Set due dates and receive in-app reminders
Track status: To Do, In Progress, Blocked, Done
View all tasks by assignee, status, or linked record
Admin dashboard shows overdue tasks at a glance
System Module
Adaptive rendering active for TASKS. Live data synchronization in progress.
03 / feat.tasks.anatomy.tag
feat.tasks.anatomy.title feat.tasks.anatomy.accent
System Module
Adaptive rendering active for TASKS. Live data synchronization in progress.
Start Now
STOP DROPPING THE BALL
See how this feature fits into your workflow.