ENGINEERED_PERFORMANCE_SYSTEM_V4
MÉTIERS / WINDOWS & DOORS
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REVENUE_ENGINEACCELERATED
Quote-to-contract conversion+49%
Avg. lead to quote sent24 HRS
More jobs tracked vs. spreadsheet3×
01 / OVERVIEW
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Kaching ensures every inquiry is captured, every quote goes out fast, and every client is followed up before they sign with a competitor. From first contact to final warranty document, nothing falls through the cracks.
COMMON CHALLENGES WE SOLVE
RESPONSE SPEED DECIDES THE JOBHomeowners request 2–3 quotes simultaneously. The first installer to respond with a professional, itemized quote almost always wins — before competitors even call back.
PRODUCT COMPLEXITY KILLS QUOTE SPEEDVinyl, fiberglass, aluminum, wood. Single, double, triple pane. Casement, slider, awning, bay. Without a system, quoting each combination takes hours.
LEAD TIMES ARE UNPREDICTABLECustom orders have 4–12 week lead times that vary by product and season. Without pipeline tracking, installation scheduling becomes a coordination disaster.
ENERGY SPECS & WARRANTY DOCS GO MISSINGClients need U-factor, SHGC, and Energy Star certifications. Warranty documentation must be delivered at job completion. Most companies lose track of both.
REFERRALS ARE THE ENTIRE GROWTH STRATEGYOne satisfied homeowner sends you to their neighbours. One botched installation goes on Google. The client experience during the job determines every future job.
02 / PIPELINE
8 STAGES. EVERY JOB TRACKED.
01INQUIRYLead captured from your website, Google, or referral.
02MEASUREMENTSite visit booked and rough measurements recorded.
03QUOTE SENTOption-based quote emailed. Client selects product and signs.
04DEPOSIT PAIDOnline deposit collected. Job confirmed in your schedule.
05PRODUCT ORDEREDOrder placed with supplier. Lead time tracked in the deal.
06SCHEDULEDInstall date set once product is confirmed in.
07INSTALLEDJob completed. Photos uploaded. Client sign-off captured.
08COMPLETEWarranty docs delivered. Review request sent automatically.
01
INQUIRYLead captured from your website, Google, or referral.
02
MEASUREMENTSite visit booked and rough measurements recorded.
03
QUOTE SENTOption-based quote emailed. Client selects product and signs.
04
DEPOSIT PAIDOnline deposit collected. Job confirmed in your schedule.
05
PRODUCT ORDEREDOrder placed with supplier. Lead time tracked in the deal.
06
SCHEDULEDInstall date set once product is confirmed in.
07
INSTALLEDJob completed. Photos uploaded. Client sign-off captured.
08
COMPLETEWarranty docs delivered. Review request sent automatically.
All 8 stages are pre-built and active the day you sign up. Rename, reorder, or add stages at any time.
03 / HOW WE SOLVE IT
BUILT FOR YOUR TRADE
EVERY QUOTE REQUEST. ZERO MISSED.
Quote forms on your website push leads instantly into your pipeline with full contact details and project notes. Respond in minutes — not hours — while competitors are still checking voicemail.
OPTION-BASED QUOTES THAT CLOSE.
Present vinyl, fiberglass, and aluminum pricing side-by-side with energy ratings and warranty terms. Clients choose their product, sign electronically, and pay a deposit — all in one step.
8-STAGE PIPELINE BUILT FOR YOUR TRADE.
Track every deal from Inquiry through Measurement → Quote → Deposit → Product Ordered → Scheduled → Installed → Complete. Know exactly where every job stands at any moment.
INVOICE ON COMPLETION. COLLECT THE SAME DAY.
Job completion triggers a final invoice automatically. Clients pay by card or bank transfer without phone calls. Milestone deposits at signing reduce your exposure on every order.
CLIENTS TRACK THEIR OWN ORDER.
Share product order status, installation date, and warranty documents through the client portal. Eliminate status-update calls and deliver a premium experience that drives referrals.
SEE WHAT'S ACTUALLY PROFITABLE.
Track close rates by product type, average job value by neighbourhood, and lead source ROI. Know whether casements, entries, or patio doors have the best margins — and double down.
+49%Quote-to-contract conversion
24 HRSAvg. lead to quote sent
3×More jobs tracked vs. spreadsheet
8Pipeline stages out of the box
04 / PRODUCT COVERAGEEVERY PRODUCT TYPE.
EVERY PRODUCT TYPE.
EVERY CONFIGURATION.
Kaching's quote builder handles every window and door type you sell — with line-item flexibility for frame material, glass package, grid style, hardware, and energy rating.
Explore Quote Builder01
CASEMENT WINDOWS
Quote by unit, frame material, glass package, and hardware finish.
02
SLIDING WINDOWS
Multi-light configurations with full performance spec tracking.
03
BAY & BOW WINDOWS
Complex assemblies with angle, projection, and seat board options.
04
ENTRY DOORS
Steel, fibreglass, and wood with sidelight and transom add-ons.
05
PATIO DOORS
Sliding and hinged options with screen, blind insert, and hardware.
06
STORM & SCREEN DOORS
Add-on upsell items tracked against the primary door order.
05 / THE DIFFERENCEHOW YOU RUN JOBS TODAY
HOW YOU RUN JOBS TODAY
VS. WITH Kaching
WITHOUT CRM
WITH Kaching
✗SCATTERED SPREADSHEETS
8-STAGE BUILT-IN PIPELINE
✗MANUAL MEASUREMENT HANDWRITING
MOBILE-FIRST DATA CAPTURE
✗VAGUE ESTIMATES & PRICING
ITEMIZED OPTION-BASED QUOTES
✗CLIENTS GUESSING LEAD TIMES
CLIENT PORTAL STATUS UPDATES
✗MISSED WARRANTY FOLLOW-UPS
AUTOMATED REVIEW & WARRANTY LOGS
THE NUMBERS
CLOSE MORE.
MISS NOTHING.
06 / MORE INDUSTRIES
All IndustriesRELATED TRADES
Start Now
CLOSE MORE WINDOW & DOOR JOBS
Start your free 14-day trial today and see how much easier it is to manage your business with Kaching.