KachingThe CRM for Contractors
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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 FLOORING
  • KITCHEN REMODELING
  • BATHROOM REMODELING
  • FENCING & DECKS
  • 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.

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ANALYTICS
Built for Contractors
PLATFORM / ADVANCED REPORTING

ANALYTICS

13 Dashboards. Every Number. Live.

Executive overview, sales performance, revenue tracking, pipeline health, loss analysis, forecasting, marketing ROI — all in real time.

Start Free Trial
LIVE REPORTING13 DASHBOARDS
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
START FREE FOREVER
01HOW IT WORKS02OVERVIEW03ANATOMY04RELATED
01 / THE REVENUE GAP

Three steps to revenue.

01

Data captured automatically

Every action in your CRM — lead, deal, quote, job, call — feeds the analytics engine with no manual entry.

02

Choose your dashboard

Navigate between 13 purpose-built dashboards for sales, revenue, pipeline, forecasting, marketing, and more.

03

Export and act

Export any report to CSV. Share with your team or accountant. Use the data to make better decisions.

02 / Overview

ANALYTICS

Most contractors run their business on gut feel. Kaching's analytics suite gives you 13 live dashboards covering every angle of your business — from executive revenue summaries to individual rep performance, pipeline forecasting, loss reason analysis, and marketing channel ROI. Know your numbers every day.

Executive overview: revenue, close rate, pipeline value at a glance
Sales dashboard: performance by rep, by service, by month
Revenue tracking: actual vs. projected with trend lines
Pipeline analysis: deal velocity, stage conversion rates
Loss analysis: why deals are lost, by rep and service type
Forecasting: projected revenue based on current pipeline
Marketing attribution: which channels drive the best leads
Job analytics: cost vs. revenue per job type
Commission reporting: payouts per rep
Call analytics: volume, response rate, talk time

Executive Intel / Performance Hub

System Health: 99.9% / NODE_P_4.2

Last 30 Days
GROSS REVENUE

$242,500

+12.5%
CLOSE RATE

38.4%

+4.2%
AVG JOB VALUE

$12,840

-2.1%
Revenue Forecast Model
Lead Performance / Rep
Marcus Chen$84.2k
Sarah Miller$62.1k
Robert Fox$45.8k
03 / INTEL CENTER

THE COMMAND CENTER

1

Revenue Charts

Visual tracking of cash flow and sales trends.

2

Lead Metrics

Precision data on intake, conversion, and cost per lead.

3

Rep Leaderboard

Competitive visibility into team performance and output.

4

Trend Analysis

Comparative data showing growth over months or years.

5

Technical Filters

Deep-dive tools to segment data by trade, area, or rep.

6

System Health

Real-time indicators of your operational efficiency.

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3
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Executive Intel / Performance Hub

System Health: 99.9% / NODE_P_4.2

Last 30 Days
GROSS REVENUE

$242,500

+12.5%
CLOSE RATE

38.4%

+4.2%
AVG JOB VALUE

$12,840

-2.1%
Revenue Forecast Model
Lead Performance / Rep
Marcus Chen$84.2k
Sarah Miller$62.1k
Robert Fox$45.8k
04 / LEARN MORE

ALL TOOLS

VIEW ALL TRADES

PIPELINE

DEAL TRACKING

LEAD CAPTURE

INTAKE FORMS

AI VISUALIZER

FIELD SALES

ADAPTIVE QUOTES

QUOTE BUILDER

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RUN YOUR BUSINESS ON DATA

See how this feature fits into your workflow.