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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DASHBOARD
Built for Contractors
PLATFORM / COMMAND CENTER

DASHBOARD

Your Entire Business. One Screen.

See every live deal, today's jobs, revenue pulse, overdue invoices, and team activity — the moment you open the app. No digging required.

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

Three steps to revenue.

01

Open the app

Your dashboard loads instantly with live data. No setup, no configuration — it's always current the moment you log in.

02

Scan your operation

Review today's jobs, this month's revenue, open deals, and any overdue items in a single scroll. Nothing buried.

03

Act immediately

Click any item to drill in — open a deal, call a contact, or send a follow-up — directly from the dashboard. Zero navigation.

02 / Overview

DASHBOARD

The Kaching Dashboard is your operational headquarters. Open it each morning and immediately know where your business stands — active deals, jobs scheduled today, revenue earned this month, overdue invoices, and which rep is closing. It's not a report you generate. It's the live pulse of your operation.

Live revenue gauge: this month vs. target, updated in real time
Today's jobs panel: who's on site, what's scheduled, what's overdue
Active pipeline snapshot: deals in progress and their current stage
Overdue invoices alert: outstanding balances flagged at a glance
Team activity feed: last actions by each rep, timestamped
Lead velocity indicator: new leads this week vs. last week
Quick-action buttons: create a deal, log a call, or send a quote without leaving the dashboard
Mobile-first design — check your numbers from the job site

System Module

Adaptive rendering active for DASHBOARD. Live data synchronization in progress.

03 / feat.dashboard.anatomy.tag

feat.dashboard.anatomy.title feat.dashboard.anatomy.accent

System Module

Adaptive rendering active for DASHBOARD. Live data synchronization in progress.

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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SEE YOUR BUSINESS LIVE

See how this feature fits into your workflow.