Kaching / DOCS / ONBOARDINGFor Contractors
GETTING STARTED ZERO TO OPERATIONAL.
The Kaching onboarding flow is engineered for speed. Follow these three steps to move your business from spreadsheet chaos to structural precision.
500+ contractors
40+ trade presets
Setup in 5 min
Avg Rating4.9 / 5.0
1. Create Your Account
Start with a Free Forever plan or a 14-day Professional trial. No credit card required to begin.
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2. Configure Your Pipeline
Define your sales stages: Lead, Estimate Sent, Follow-up, Deposit Paid, Project Active.
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3. Import Your Contacts
Upload your existing CSV or connect your website lead form to start capturing deals instantly.
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