Setting You Up For Success
Mitchell Hunt
Director of Customer Success
Our guided implementation package comes with a one-time fee and ensures that you get the most value out of Caddy — and get set up quickly and efficiently.
"On several occasions I've reached out to customer support, and I've always gotten an answer within an hour."
Victor Courarie-Delage
COO, Peacasa Snacks
Trusted By Food Manufacturers
How We Onboard
1. Kickoff
Understand your workflow and map out implementation action items
2. Build
Collect data and configure your environment
3. Train
Train assigned captain(s) and staff
4. Test
Test your environment
5. Launch
Go-live with Caddy
How Our Guided Implementation Saves You Time And Money
Technical advice from experts
Receive consultation for data migration, coaching on data and workflow management, and complete support for configuring your account.
Tailored product training
Get customized Caddy workflow and feature training for maximum business impact, including tailored setup guidance.
Get to ROI faster
Having your own implementation expert at your side will get you up and running faster.
White-glove service
In addition to your Implementation Manager assisting you during implementation, your dedicated Customer Success Manager will be available to support you over the long term.
Guided Implementation Package and Pricing
We know your business requires tailored solutions for your unique processes. That's why our Guided Implementation package is required.
A one-time implementation fee (starting from $1000)
Your very own Implementation & Customer Success Manager
Unlimited consultation and support
.
Scale Operations Efficiently with Caddy
Unlimited forms
Transform how you capture, access, and share data. Create and log as many digital forms as you need.
Unlimited devices
Access and use Caddy across as many desktops, laptops, and mobile devices as you need, on-site or off-site.
Real-time, accurate data
Monitor and access all timestamped forms logged by each worker to stay on top of compliance.