Setting You Up For 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

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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.