ENGINEERED_PERFORMANCE_SYSTEM_V4
Kaching / FEATURES
CORE CAPABILITIES
Engineered for Trades.
The structure for your field operations. We built the tools you need to close more and grow with precision.
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REVENUE_ENGINEACCELERATED
CORE TOOLS23
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01DEMAND & PIPELINE
CAPTURE THE DEMAND.
RECORDSEASY
Contacts
Keep all your customer info, history, and notes in one clear place.
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TRACKINGSIMPLE
Pipeline
See every job at a glance. Drag and drop deals to keep things moving.
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INTAKEINSTANT
Lead Intake
Leads from your website show up on your board instantly. No manual entry.
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FIELDON-SITE
Estimates
On-site measurement forms and trade-specific intake checklists that adapt to your workflow.
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APPROVALSSECURE
Quotes
Adaptive quotes that adjust to your trade—from roofing squares to plumbing service items.
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CASH FLOWAUTO
Invoices
Get paid faster. Send invoices automatically and collect payments online.
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REPLIESAUTO
Playbooks
Multi-step email and SMS sales playbooks that keep every lead engaged until they sign.
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AUDIENCESDYNAMIC
Segments
Create dynamic audiences based on tags, behavior, location, and pipeline stage. Target the right contacts every time.
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AUTO-BILL6 FREQ.
Recurring Jobs
Auto-schedule invoices, manage subscriptions, and never miss a billing cycle. Six frequencies, Stripe integration, and auto-send.
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INVOICINGAUTO
Milestone Billing
Break complex projects into milestones. Bill as work is completed and approved. Drag-to-reorder, client approval, auto-invoice.
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02OPERATIONS & FIELD
FIELD EXECUTION.
CONTROLCOMPLETE
Field Jobs
Manage your team, track job costs, and upload photos from the field.
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MAPSREAL-TIME
Map Tracking
See where your team is and track site visits in real time.
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EASYBUILT-IN
Phone & SMS
Call and text customers right from the app. All notes are saved automatically.
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WORKFLOWSSMART
Automations
Simple rules that handle the busy work, like assigning leads and sending reminders.
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EASYBRANDED
Client Portal
A professional space for your clients to sign quotes and pay invoices online.
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ACCESSROLES
Team Access
Keep your whole crew synced with role-based access and simple permissions.
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ON-SITEPRECISE
AI Visualizer
Show your customers the finished result before you even start. Close more high-ticket deals on-site.
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ALERTSAUTO
Smart Notifications
Stay on top of every invoice, milestone, and contract renewal automatically. Overdue reminders, contractor and client alerts built in.
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FIELD APP5 TABS
Mobile App
Run your field operations from iPhone or Android. Schedule, map, status updates, and push notifications for your whole crew.
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HANDS-FREELIVE MAP
CarPlay
View jobs, map, and contacts on your car's dashboard. Hands-free status updates and one-tap calling while you drive.
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PORTALTOKEN
Subcontractors
Dispatch jobs to subs, track offer status from draft to accepted, and collect proof-of-work photos — no sub login required.
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03GROWTH & SCALE
REVENUE ACCELERATION.
PAYOUTSAUTO
Commissions
Track how much your reps are earning automatically. No more manual tracking.
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PRICINGSIMPLE
Price List
Standardize your pricing for your whole team. Pull items into quotes instantly.
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MATERIALSLIVE TRACKING
Inventory & Materials
Track your materials, supplies, and equipment across every job. Reorder points, unit costs, and sell prices — all in one place.
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AUTO-CLIP8+ SITES
Material Clipper
Clip products from any supplier website into your catalog with one click. Extracts name, SKU, price, and image from 8+ platforms.
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CONNECTSYNC
Integrations
Connect your email, calendar, and payment tools easily. Open API available.
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LIVE DATA13 REPORTS
Analytics
Deep reporting across 13 dashboards — revenue, pipeline health, loss analysis, forecasting, and marketing ROI. All live.
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LIVE VIEWREAL-TIME
Dashboard
Your live operational HQ — revenue pulse, today's jobs, active deals, overdue invoices, and team activity. All in one view.
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CAMPAIGNSAUTOMATED
Email Marketing
Send branded email campaigns to your contacts. Segment your audience, track opens and clicks, and automate follow-ups.
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REVIEWSGOOGLE
Reputation
Monitor Google reviews, reply from one inbox, and protect your brand reputation automatically.
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THE PROMISENO FLUFF.
NO FLUFF.
JUST RESULTS.
We do not build features for the sake of it. Every tool is designed to solve a specific problem for contractors.
FAST DEPLOYMENT
ZERO DATA LOSS
FIELD-FIRST UI
INDUSTRIAL SECURITY
99.9% UPTIME
HUMAN SUPPORT
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