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Kaching

The CRM for Contractors

Built for roofers, HVAC techs, plumbers and contractors who run lean teams and need a CRM that keeps up with the job site.

hello@kachingcrm.com
1-833-852-2464
System Active

Features

DEMAND & PIPELINE

  • Pipeline
  • Contacts
  • Lead Intake
  • Estimates
  • Quotes
  • Invoices
  • Dashboard
  • Playbooks
  • Segments

OPERATIONS & FIELD

  • Field Jobs
  • Automations
  • Phone & SMS
  • Map Tracking
  • Tasks
  • Client Portal
  • Mobile App
  • AI Visualizer
  • CarPlay

GROWTH & SCALE

  • Analytics
  • Commissions
  • Team Access
  • Reputation
  • Subcontractors
  • Price List
  • Materials
  • Campaigns
  • Integrations

Trades We Serve

  • General Contractors
  • Roofing
  • HVAC
  • Electrical
  • Plumbing
  • Painting
  • Renovation
  • Landscaping
  • Flooring
  • Concrete
  • Epoxy
  • Kitchen Remodeling
  • Bathroom Remodeling
  • Fencing & Decking
  • Windows & Doors
  • View All 40+ Trades

Comparisons

  • Kaching vs. The Rest
  • Kaching vs. Jobber
  • Kaching vs. Workiz
  • Kaching vs. ServiceTitan
  • Kaching vs. Plannit
  • vs Housecall Pro

Company

  • About
  • Pricing
  • Documentation
  • Built On
  • Partner Program
  • FAQ
  • Contact
  • Get Started

Starting at

Get StartedBook a demo
Kaching

The CRM for Contractors

Built for roofers, HVAC techs, plumbers and contractors who run lean teams and need a CRM that keeps up with the job site.

hello@kachingcrm.com
1-833-852-2464

Get StartedBook a demo

© 2026 Kaching. All rights reserved.

Privacy PolicyTerms of Service
WIN MORE
Built for Contractors
FOR THE CLOSER
For Contractors

WIN MORE DEALS

Kaching is the all-in-one CRM for 40+ trades. Capture leads, send quotes, run jobs, and get paid — one platform, built for contractors.

Start Free Trial
500+ contractors
40+ trade presets
Setup in 5 min
Prebuilt automations
Avg Rating4.9 / 5.0
01WHY A CRM02Features03WHY WE BUILT THIS04Industries05REAL RESULTS06Pricing
SEE THE PRODUCT

Built for the job site. Ready in minutes.

Pipeline · Quotes · Jobs · Invoices · Payments — all in one command center

Kaching / Command Center
Month to date
K
▦Dashboard
◈Pipeline
◉Contacts
◻Estimates
◎Jobs
◷Invoices
◫Reports
Open Pipeline
$84,200
+12%
Cash Collected
$31,450
+8%
Pending Quotes
14
3 expiring
Jobs Scheduled
9
This week
Close Rate
68%
+4 pts
Overdue
$4,100
2 invoices
Pipeline5 active deals
Roofing — Martinez
PROPOSAL$12,400
HVAC Install — Chen
FOLLOW-UP$8,900
Plumbing — Williams
WON$5,200
Epoxy Floor — Davis
LEAD$3,800
Roofing — Nguyen
PROPOSAL$18,600
Revenue — Last 6 weeks
Activity
📄
Invoice sent
Martinez Roofing
2m ago
✅
Quote approved
Chen HVAC
18m ago
⚡
New lead
Nguyen Roofing
1h ago
🔧
Job completed
Williams Plumbing
3h ago
+ New Estimate
+ Add Contact
Send Invoice
WHY YOU NEED A CRM

YOUR BUSINESS
DESERVES BETTER

The best contractors in the field aren't the ones working the hardest — they're the ones with the right systems. Here's what Kaching changes.

01
01 / 03

Convert More
Leads Faster

Most leads go cold within 5 minutes of submission. Kaching captures every lead, notifies your rep instantly, and starts a follow-up sequence automatically — so you win the job before your competitor even calls back.

2.3×More leads closed
< 2sLead notification
Lead capture · Playbooks · Pipeline
02
02 / 03

Complete More
Jobs Successfully

From quote to invoice, every step is tracked. Job checklists, crew schedules, before/after photos, and automatic invoicing mean jobs get done right — and you get paid without chasing anyone.

94%On-time completion
0×Missed invoices
Jobs · Scheduling · Invoicing · Site visits
03
03 / 03

Win Back Your
Time & Peace

Automations handle follow-ups, reminders, and status updates. Dashboards give you the numbers without digging. Your team runs itself. You get your evenings back.

12 hrsSaved per week
100%Automated follow-up
Automations · Analytics · Team management

Based on 200+ active clients, 2025

No spreadsheetsNo chasing clientsNo missed leadsNo manual invoicing
START FREE
THE PLATFORM
FULL STACK OPS

EVERY TOOL
YOU NEED

Ready to ship

From first lead to final payment — everything your contracting business needs in one structural platform.

01

DEMAND & PIPELINE

CAPTURE DEMAND. CLOSE DEALS.

01
01

CONTACTS

BACKBONE // EASY
Available01
CONTACTS
02

PIPELINE

TRACKING // SIMPLE
Available02
PIPELINE
03

LEAD INTAKE

LEADS // INSTANT
Available03
LEAD INTAKE
04

ESTIMATES

FIELD // ON-SITE
Available04
ESTIMATES
05

QUOTES

APPROVALS // SECURE
Available05
QUOTES
06

INVOICES

CASH FLOW // GROWTH
Available06
INVOICES
02

OPERATIONS & FIELD

EXECUTE IN THE FIELD.

02
07

FIELD JOBS

FIELD OPS // OPERATIONS
Available07
FIELD JOBS
08

MAP TRACKING

UPDATES // REAL-TIME
Available08
MAP TRACKING
09

PHONE & SMS

SIMPLE // BUILT-IN
Available09
PHONE & SMS
10

PLAYBOOKS

MESSAGES // AUTO
Available10
PLAYBOOKS
11

AUTOMATIONS

RULES // SMART
Available11
AUTOMATIONS
12

AI VISUALIZER

ON-SITE // PRECISE
Available12
AI VISUALIZER
03

GROWTH & SCALE

ACCELERATE REVENUE.

03
13

ANALYTICS

LIVE DATA // 13 REPORTS
Available13
ANALYTICS
14

COMMISSIONS

PAYOUTS // AUTO
Available14
COMMISSIONS
15

PRICE LIST

CATALOG // SIMPLE
Available15
PRICE LIST
23

INVENTORY & MATERIALS

MATERIALS // LIVE TRACKING
Available23
INVENTORY & MATERIALS
19

EMAIL MARKETING

CAMPAIGNS // AUTOMATED
Available19
EMAIL MARKETING
21

REPUTATION

REVIEWS // GOOGLE
Available21
REPUTATION

← swipe →

01

DEMAND & PIPELINE

CAPTURE DEMAND. CLOSE DEALS.

01
01

CONTACTS

BACKBONE // EASY
Available01
CONTACTS
02

PIPELINE

TRACKING // SIMPLE
Available02
PIPELINE
03

LEAD INTAKE

LEADS // INSTANT
Available03
LEAD INTAKE
04

ESTIMATES

FIELD // ON-SITE
Available04
ESTIMATES
05

QUOTES

APPROVALS // SECURE
Available05
QUOTES
06

INVOICES

CASH FLOW // GROWTH
Available06
INVOICES
02

OPERATIONS & FIELD

EXECUTE IN THE FIELD.

02
07

FIELD JOBS

FIELD OPS // OPERATIONS
Available07
FIELD JOBS
08

MAP TRACKING

UPDATES // REAL-TIME
Available08
MAP TRACKING
09

PHONE & SMS

SIMPLE // BUILT-IN
Available09
PHONE & SMS
10

PLAYBOOKS

MESSAGES // AUTO
Available10
PLAYBOOKS
11

AUTOMATIONS

RULES // SMART
Available11
AUTOMATIONS
12

AI VISUALIZER

ON-SITE // PRECISE
Available12
AI VISUALIZER
03

GROWTH & SCALE

ACCELERATE REVENUE.

03
13

ANALYTICS

LIVE DATA // 13 REPORTS
Available13
ANALYTICS
14

COMMISSIONS

PAYOUTS // AUTO
Available14
COMMISSIONS
15

PRICE LIST

CATALOG // SIMPLE
Available15
PRICE LIST
23

INVENTORY & MATERIALS

MATERIALS // LIVE TRACKING
Available23
INVENTORY & MATERIALS
19

EMAIL MARKETING

CAMPAIGNS // AUTOMATED
Available19
EMAIL MARKETING
21

REPUTATION

REVIEWS // GOOGLE
Available21
REPUTATION
WHY WE BUILT THIS

BUILT BY CONTRACTORS. FOR CONTRACTORS.

We got tired of watching great service businesses fail because of bad software. Overpriced tools with 300 features you don't need. Generic CRMs that don't understand what a job site looks like. We built Kaching from scratch — lean, fast, and purpose-built for the trades.

BUILT FOR YOUR TRADE

Your trade. Ready on day one.

Kaching ships with niche presets, prebuilt follow-up automations, and trade-specific workflows for 40+ contractor types. Log in, pick your trade, and your CRM is already half-built — no configuration required.

40+ trade presets
Prebuilt automations
Set up in minutes
Trade-specific workflows
START FREE
WHO WE SERVE

BUILT FOR YOUR TRADE

40+ trades served — from solo operators to multi-location chains

Find my trade
General Contractors
01
GENERAL

General Contractors

Manage subcontractors, schedules, and budgets on active multi-trade projects.

Roofing
02
ROOFING

Roofing

Residential and commercial roofers converting more leads and insurance jobs.

HVAC
03
HVAC

HVAC

Heating and cooling companies booking more service calls with automated follow-ups.

Electrical
04
ELECTRICAL

Electrical

Electricians dispatching faster and closing more panel upgrades.

Plumbing
05
PLUMBING

Plumbing

Plumbers responding faster to emergencies and collecting payments on-site.

General Contractors
06
GENERAL

General Contractors

Manage subcontractors, schedules, and budgets on active multi-trade projects.

Roofing
07
ROOFING

Roofing

Residential and commercial roofers converting more leads and insurance jobs.

HVAC
08
HVAC

HVAC

Heating and cooling companies booking more service calls with automated follow-ups.

Electrical
09
ELECTRICAL

Electrical

Electricians dispatching faster and closing more panel upgrades.

Plumbing
01
PLUMBING

Plumbing

Plumbers responding faster to emergencies and collecting payments on-site.

General Contractors
02
GENERAL

General Contractors

Manage subcontractors, schedules, and budgets on active multi-trade projects.

Roofing
03
ROOFING

Roofing

Residential and commercial roofers converting more leads and insurance jobs.

HVAC
04
HVAC

HVAC

Heating and cooling companies booking more service calls with automated follow-ups.

Electrical
05
ELECTRICAL

Electrical

Electricians dispatching faster and closing more panel upgrades.

Plumbing
06
PLUMBING

Plumbing

Plumbers responding faster to emergencies and collecting payments on-site.

General Contractors
07
GENERAL

General Contractors

Manage subcontractors, schedules, and budgets on active multi-trade projects.

Roofing
08
ROOFING

Roofing

Residential and commercial roofers converting more leads and insurance jobs.

HVAC
09
HVAC

HVAC

Heating and cooling companies booking more service calls with automated follow-ups.

Electrical
01
ELECTRICAL

Electrical

Electricians dispatching faster and closing more panel upgrades.

Plumbing
02
PLUMBING

Plumbing

Plumbers responding faster to emergencies and collecting payments on-site.

Renovation
01
RENOVATION

Renovation

Renovation companies winning more bids and delivering projects on time.

Painting
02
PAINTING

Painting

Interior, exterior, and commercial painters managing more quotes and crews.

Epoxy
03
EPOXY

Epoxy

Epoxy flooring specialists for garages and commercial spaces.

Flooring
04
FLOORING

Flooring

Hardwood, LVP, and tile installers winning more projects.

Renovation
05
RENOVATION

Renovation

Renovation companies winning more bids and delivering projects on time.

Painting
06
PAINTING

Painting

Interior, exterior, and commercial painters managing more quotes and crews.

Epoxy
07
EPOXY

Epoxy

Epoxy flooring specialists for garages and commercial spaces.

Flooring
08
FLOORING

Flooring

Hardwood, LVP, and tile installers winning more projects.

Renovation
09
RENOVATION

Renovation

Renovation companies winning more bids and delivering projects on time.

Painting
01
PAINTING

Painting

Interior, exterior, and commercial painters managing more quotes and crews.

Epoxy
02
EPOXY

Epoxy

Epoxy flooring specialists for garages and commercial spaces.

Flooring
03
FLOORING

Flooring

Hardwood, LVP, and tile installers winning more projects.

Renovation
04
RENOVATION

Renovation

Renovation companies winning more bids and delivering projects on time.

Painting
05
PAINTING

Painting

Interior, exterior, and commercial painters managing more quotes and crews.

Epoxy
06
EPOXY

Epoxy

Epoxy flooring specialists for garages and commercial spaces.

Flooring
07
FLOORING

Flooring

Hardwood, LVP, and tile installers winning more projects.

PROOF
Verified Partners

REAL RESULTS

// STRUCTURAL_TRUST_INDEX

Industrial reliability mirrored in every deployment. Real results from the contractors leading the field.

Sofia Morales
PAINTINGNODE_09
“My sales rep used to forget follow-ups constantly. Now the system fires texts and emails automatically. Our close rate went from 28% to 51% in 90 days.”
Close rate: 28% → 51%
Sofia Morales

Sofia Morales

Morales Painting Group

VERIFIED
Marcus Torres
SOLARNODE_04
“We went from chasing unpaid invoices every week to getting paid automatically. The automated follow-ups alone paid for the subscription in month one.”
+$22K collected in 60 days
Marcus Torres

Marcus Torres

SunPath Solar Install.

VERIFIED
Tom Weller
FLOORINGNODE_08
“I used to lose $8-12K a year just on unbilled change orders. Kaching's change order tracking caught every single one. That's pure profit recovered.”
$11K recovered in year one
Tom Weller

Tom Weller

Weller Floor Systems

VERIFIED
Daniela Reyes
MASONRYNODE_05
“My estimator closes twice as many jobs because every lead gets a proposal the same day. No more "I'll get back to you" that turns into a ghosted prospect.”
2x proposal-to-close rate
Daniela Reyes

Daniela Reyes

Reyes Masonry Works

VERIFIED
Priya Sharma
LANDSCAPINGNODE_07
“The client portal changed everything. Customers see their job status, sign off on changes, and pay deposits online. I barely answer the phone anymore.”
67% fewer status calls
Priya Sharma

Priya Sharma

GreenLine Landscaping

VERIFIED
Kevin Okafor
PLUMBINGNODE_06
“Switching from spreadsheets to Kaching took one afternoon. Now I have a real pipeline, real dashboards, and my crew actually knows where they're going.”
Full setup in 4 hours
Kevin Okafor

Kevin Okafor

Blueprint Plumbing Co.

VERIFIED
Ryan Callahan
ROOFINGNODE_01
“We went from losing leads to closing 40% more contracts. Kaching is the reliable tool we always needed.”
+40% contracts closed
Ryan Callahan

Ryan Callahan

Summit Roofing Co.

VERIFIED
Carlos Mendez
HVACNODE_02
“Managing all my crews from a single clean dashboard is a game-changer. Contract tracking is easy and instant.”
6 crews, 1 dashboard
Carlos Mendez

Carlos Mendez

Meridian HVAC Services

VERIFIED
Andre Williams
ELECTRICALNODE_03
“The quote builder saves our estimators hours every day. Professional proposals in minutes, signatures in seconds.”
2 hours saved per day
Andre Williams

Andre Williams

Precision Electrical Group

VERIFIED

← swipe →

Sofia Morales
PAINTINGNODE_09
“My sales rep used to forget follow-ups constantly. Now the system fires texts and emails automatically. Our close rate went from 28% to 51% in 90 days.”
Close rate: 28% → 51%
Sofia Morales

Sofia Morales

Morales Painting Group

VERIFIED
Marcus Torres
SOLARNODE_04
“We went from chasing unpaid invoices every week to getting paid automatically. The automated follow-ups alone paid for the subscription in month one.”
+$22K collected in 60 days
Marcus Torres

Marcus Torres

SunPath Solar Install.

VERIFIED
Tom Weller
FLOORINGNODE_08
“I used to lose $8-12K a year just on unbilled change orders. Kaching's change order tracking caught every single one. That's pure profit recovered.”
$11K recovered in year one
Tom Weller

Tom Weller

Weller Floor Systems

VERIFIED
Daniela Reyes
MASONRYNODE_05
“My estimator closes twice as many jobs because every lead gets a proposal the same day. No more "I'll get back to you" that turns into a ghosted prospect.”
2x proposal-to-close rate
Daniela Reyes

Daniela Reyes

Reyes Masonry Works

VERIFIED
Priya Sharma
LANDSCAPINGNODE_07
“The client portal changed everything. Customers see their job status, sign off on changes, and pay deposits online. I barely answer the phone anymore.”
67% fewer status calls
Priya Sharma

Priya Sharma

GreenLine Landscaping

VERIFIED
Kevin Okafor
PLUMBINGNODE_06
“Switching from spreadsheets to Kaching took one afternoon. Now I have a real pipeline, real dashboards, and my crew actually knows where they're going.”
Full setup in 4 hours
Kevin Okafor

Kevin Okafor

Blueprint Plumbing Co.

VERIFIED
Ryan Callahan
ROOFINGNODE_01
“We went from losing leads to closing 40% more contracts. Kaching is the reliable tool we always needed.”
+40% contracts closed
Ryan Callahan

Ryan Callahan

Summit Roofing Co.

VERIFIED
Carlos Mendez
HVACNODE_02
“Managing all my crews from a single clean dashboard is a game-changer. Contract tracking is easy and instant.”
6 crews, 1 dashboard
Carlos Mendez

Carlos Mendez

Meridian HVAC Services

VERIFIED
Andre Williams
ELECTRICALNODE_03
“The quote builder saves our estimators hours every day. Professional proposals in minutes, signatures in seconds.”
2 hours saved per day
Andre Williams

Andre Williams

Precision Electrical Group

VERIFIED
PRICING

PRICING THAT MAKES SENSE

No per-user fees. No hidden costs. Pick the plan that fits your operation and start closing more today.

VIEW ALL PLANS
SOLO
$9/mo
1 user

Perfect for solo operators.

  • Core Dashboard
  • Deal Pipeline
  • Contact List
  • Adaptive Quotes
  • Direct Invoicing
  • Field Job Logs
  • Lead Intake
  • Phone & SMS
  • Auto Follow-Ups
  • QA Checklists
Start Free Trial
STARTER
$29/mo
Up to 3 users

For small crews getting organized.

  • Lead Intake
  • Phone & SMS
  • Auto Follow-Ups
  • QA Checklists
  • Map Tracking
  • Commissions
  • Dashboards
Start Free Trial
PROFESSIONAL
$79/mo
Up to 5 users

Perfect for small teams. Manage your crews and get paid faster.

  • Commissions
  • Team Access
  • Dashboards
  • Map Tracking
  • Supplier Catalog
  • AI Visualizer
  • Client Portal
  • Automations
Start Free Trial
MOST POPULAR
GROWTH
$149/mo
Up to 10 users

For growing operations. Automate everything and scale fast.

  • AI Visualizer
  • Client Portal
  • Automations
  • Integrations
  • Facebook Ads Sync
Start Free Trial

← swipe →

SOLO
$9/mo
1 user

Perfect for solo operators.

  • Core Dashboard
  • Deal Pipeline
  • Contact List
  • Adaptive Quotes
  • Direct Invoicing
  • Field Job Logs
  • Lead Intake
  • Phone & SMS
  • Auto Follow-Ups
  • QA Checklists
Start Free Trial
STARTER
$29/mo
Up to 3 users

For small crews getting organized.

  • Lead Intake
  • Phone & SMS
  • Auto Follow-Ups
  • QA Checklists
  • Map Tracking
  • Commissions
  • Dashboards
Start Free Trial
PROFESSIONAL
$79/mo
Up to 5 users

Perfect for small teams. Manage your crews and get paid faster.

  • Commissions
  • Team Access
  • Dashboards
  • Map Tracking
  • Supplier Catalog
  • AI Visualizer
  • Client Portal
  • Automations
Start Free Trial
MOST POPULAR
GROWTH
$149/mo
Up to 10 users

For growing operations. Automate everything and scale fast.

  • AI Visualizer
  • Client Portal
  • Automations
  • Integrations
  • Facebook Ads Sync
Start Free Trial
SCALE
$299/mo
Up to 30 users

Unlimited power for large operations.

ADVANCED SECURITYPRIORITY SUPPORTDEDICATED MANAGERCUSTOM DEPLOYMENTFULL API ACCESS
Contact Sales
No card required
Cancel any time
No setup fees
Scale when ready

No credit card required

14-day free trial

Stripe verified

PCI-compliant payments

End-to-end encryption

Data isolated per tenant

Cancel anytime

No long-term contract

Bilingual EN + FR

Built for Quebec contractors

Start Now

READY TO WIN MORE DEALS?

Join thousands of specialty contractors already running a tighter operation with Kaching.