Built for Contractors
PLATFORM / CONTACT MANAGEMENT
CONTACTS
Every Client. Every Detail. One Place.
A full contact database built for contractors — phone, email, address, job history, notes, and every deal tied to each client in one view.
RECORDSUNIFIED
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / THE REVENUE GAP
Three steps to revenue.
01
Contact created automatically
Every website lead, imported CSV, or manually entered client becomes a full contact record instantly.
02
Full history attached
Every estimate, quote, job, and invoice linked to that contact is visible in one place.
03
Act in one click
Call, email, create a deal, or schedule a site visit — all without leaving the contact record.
02 / Overview
CONTACTS
Stop managing clients across spreadsheets, phone contacts, and sticky notes. Kaching gives every contact a full profile — with their complete history of estimates, quotes, jobs, and invoices attached. Find anyone, call them, and see their full relationship with your business in one click.
Full contact profile: name, phone, email, address, company
Complete deal, estimate, quote, and invoice history per contact
One-click calling and SMS from the contact record
Add internal notes and tags for follow-up context
Duplicate detection and auto-merge on import
Filter contacts by source, tag, deal stage, or last activity
Unified Contacts
Add Client
Marcus Chenm.chen@gmail.com
Sarah Millersarah.m@outlook.com
Robert Foxr.fox@foxdev.com
MC
Marcus Chen
CID: VAULT-84291-TXActivity Timeline
Quote Signed2h ago
Site Visit CompletedYesterday
Lead Captured (Web)3d ago
03 / CLIENT DATA
THE CUSTOMER VAULT
1
Activity Timeline
Chronological log of every touchpoint, visit, and update.
2
Deal History
Complete record of every quote, job, and invoice for the client.
3
Technical Labels
Mono-font metadata for account IDs and system status.
4
File Storage
Unlimited photos, blueprints, and documents stored securely.
5
Property Mapping
Integrated site location with geofencing and directions.
6
Linked Team
See exactly which team member is managing the account.
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Unified Contacts
Add Client
Marcus Chenm.chen@gmail.com
Sarah Millersarah.m@outlook.com
Robert Foxr.fox@foxdev.com
MC
Marcus Chen
CID: VAULT-84291-TXActivity Timeline
Quote Signed2h ago
Site Visit CompletedYesterday
Lead Captured (Web)3d ago
Start Now
KNOW YOUR CLIENTS BETTER
See how this feature fits into your workflow.