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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JOBS
Built for Contractors
PLATFORM / JOB MANAGEMENT

JOBS

Schedule. Execute. Complete.

From scheduling the crew to logging job costs and uploading before/after photos — everything for running jobs in the field.

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JOB CONTROLFULL LIFECYCLE
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
START FREE FOREVER
01HOW IT WORKS02OVERVIEW03ANATOMY04RELATED
01 / THE REVENUE GAP

Three steps to revenue.

01

Job created from approved quote

When a quote is signed, a job record is created automatically with all client and scope details.

02

Schedule and dispatch crew

Assign team members, set the start date, and publish the job to the calendar. Crew gets notified.

03

Complete and invoice

Crew marks job complete, uploads photos, and the invoice is generated automatically for the client.

02 / Overview

JOBS

Once a quote is approved, it becomes a job. Kaching's job module handles crew scheduling, task checklists, material tracking, job costing, and photo documentation — all connected to the original deal and invoice. Your office sees what's happening in the field in real time.

Job calendar with crew assignments and scheduling
Task checklists for quality assurance per job type
Before and after photo uploads from the field
Job costing: track labor hours and material spend vs. quoted
Inventory sync — deduct materials used from your stock
Mark job complete from mobile — triggers invoice generation

Operational Grid / Active Jobs

Field Deployment: SYNC_OK
Schedule View
Deploy Crew
Deployment Queue
J-842-1ACTIVE
John Smith
CREW: ALFAROOF
J-842-2STAGED
Sarah Miller
CREW: BRAVOHVAC
J-842-3STAGED
Robert Fox
CREW: DELTAELEC
J-842-4COMPLETED
Emily Blunt
CREW: ALFAROOF
J-842-5ACTIVE
Marcus Wong
CREW: BRAVOHVAC
J842

Job Protocol: John Smith

Structural Roofing // Crew ALFA // ID: 842-99-AF

LIVE_OPERATIONAL_SYNC
Last Update: Now
Field Progress
System Integration75%
Site Prep & Logistics
Structural Removal
Material Deployment
Final Quality Audit
Job Costing Log
Labor Output$2,842.00
Material Sync$4,250.00
Margin Projection42.8%
Field Documentation Gallery
Crew Communication Protocol
AL
Dispatch command to site crew...
Deploy Msg
03 / FIELD OPS

THE WORK SYSTEM

1

Crew Schedule

Clear visual calendar of active and upcoming job assignments.

2

Photo Gallery

High-resolution site photos with timestamp and GPS metadata.

3

Daily Site Logs

Technical logs of work performed and site conditions.

4

Material Usage

Track what materials were used on-site for precise cost logic.

5

Sign-Off Box

Digital signature field for client approval and job completion.

6

Technical ID

System tracking for job numbers, permits, and crew codes.

1
2
3
4
5
6

Operational Grid / Active Jobs

Field Deployment: SYNC_OK
Schedule View
Deploy Crew
Deployment Queue
J-842-1ACTIVE
John Smith
CREW: ALFAROOF
J-842-2STAGED
Sarah Miller
CREW: BRAVOHVAC
J-842-3STAGED
Robert Fox
CREW: DELTAELEC
J-842-4COMPLETED
Emily Blunt
CREW: ALFAROOF
J-842-5ACTIVE
Marcus Wong
CREW: BRAVOHVAC
J842

Job Protocol: John Smith

Structural Roofing // Crew ALFA // ID: 842-99-AF

LIVE_OPERATIONAL_SYNC
Last Update: Now
Field Progress
System Integration75%
Site Prep & Logistics
Structural Removal
Material Deployment
Final Quality Audit
Job Costing Log
Labor Output$2,842.00
Material Sync$4,250.00
Margin Projection42.8%
Field Documentation Gallery
Crew Communication Protocol
AL
Dispatch command to site crew...
Deploy Msg
04 / LEARN MORE

ALL TOOLS

VIEW ALL TRADES

PIPELINE

DEAL TRACKING

LEAD CAPTURE

INTAKE FORMS

AI VISUALIZER

FIELD SALES

ADAPTIVE QUOTES

QUOTE BUILDER

Start Now

RUN TIGHTER JOBS

See how this feature fits into your workflow.