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
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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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SUBCONTRACTOR MANAGEMENT
Built for Contractors
PLATFORM / SUBCONTRACTORS

SUBCONTRACTOR MANAGEMENT

Dispatch jobs to subs, track offers, and get proof-of-work photos — all without a login.

Build a subcontractor roster, dispatch jobs with one click, and give subs a token-based portal to accept, message, and upload photos. No account required.

Start Free Trial
Offer Statuses5
Portal AccessTOKEN
Photo Phases3
START FREE FOREVER
01FEATURES02HOW IT WORKS03USE CASES04BENEFITS
01 / FEATURES

Everything Built for Subcontractor Dispatch.

Kaching handles your full subcontractor workflow — from maintaining a directory to dispatching offers to collecting proof-of-work photos — all in one place.

Subcontractor Directory

Maintain a full roster of subs with company name, contact info, service categories, regions, ratings, and notes. Search and filter by name, email, category, region, or active status in seconds.

Job Offer Dispatch

Send a job offer to any sub with payout amount, materials responsibility (company, subcontractor, or split), instructions, and expiration date. Send immediately or save as a draft to review first.

Offer Lifecycle Tracking

Every offer moves through five statuses: draft, sent, viewed, accepted, and declined or expired. Timestamps record when the offer was viewed and when the sub responded.

Token-Based Portal

Subs receive a unique token link to view and respond to their offer. No account, no password, no friction. The token is stored securely and tied to the specific job offer.

Messaging Thread

Subs can send messages directly from their portal and office staff can reply from the admin dashboard. Every message is logged in the offer thread so nothing gets lost in email.

Proof-of-Work Photos

Subs upload photos in three phases — before, progress, and after — directly from their portal. Photos are attached to the job offer and visible to your team the moment they are uploaded.

02 / HOW IT WORKS

Four Steps to a Dispatched Job

01

Add Subcontractors

Build your subcontractor directory with contact details, service categories, and regions. Rate and note each sub to help your team choose the right one for every job.

02

Dispatch a Job Offer

Open any job, assign it to a sub, set the payout and materials responsibility, add instructions, and hit send. The sub receives a unique token link with all the job details.

03

Sub Responds via Portal

The sub opens their link, reviews the offer, and accepts or declines. No login required. They can also send questions through the messaging thread before deciding.

04

Track & Collect Photos

Once accepted, the sub uploads before, progress, and after photos from their portal. Your team sees the photos in real time and the job moves to completion.

03 / USE CASES

What Contractors Use Subcontractor Tools For

Overflow Job Dispatch

When your own crew is booked solid, dispatch overflow jobs to trusted subs in seconds. Set the payout, send the offer, and get an acceptance or decline within the hour.

5 offer statuses tracked

Specialty Trades

Filter your directory by service category to find the right electrician, plumber, or painter for each job. Send the offer and track their response without leaving your CRM.

Category & region filters

Remote Job Verification

Require subs to upload before and after photos before marking a job complete. Get visual confirmation of work quality without driving to every site yourself.

3 photo phases
04 / BENEFITS

Your Sub Network, Fully Under Control

Stop managing subs over text messages and spreadsheets. Kaching gives you a full dispatch workflow — from the first offer to the final photo — without requiring your subs to create an account.

Portal Access
5
Offer statuses
0
Logins required for subs
No login required for subsToken-based access means subs can accept offers, send messages, and upload photos without creating an account or remembering a password.
Five tracked offer statusesDraft, sent, viewed, accepted, declined, or expired — every stage is recorded with timestamps so you always know where each offer stands.
Materials responsibility controlAssign materials costs to your company, the subcontractor, or split them. Each offer documents this clearly so there is no ambiguity on job day.
Offer expiration enforcementSet an expiration date on any offer. Expired offers are automatically marked so you can re-dispatch or reassign without manual follow-up.
Threaded messaging per offerAll communication between office and sub is tied to the specific offer. No searching through email threads to find what was agreed.
Proof-of-work photo archiveBefore, progress, and after photos are stored permanently on the job offer. Build a visual record of every subcontracted job for quality control and disputes.
05 / RELATED TOOLS

Pair Subcontractors With

All Features

Jobs

Job management

Team Management

Internal crew

Client Portal

Client self-serve

Invoices

Billing management

Automations

Smart workflows

Phone

Call & SMS

Start Now

START DISPATCHING JOBS TODAY

Add your subcontractors, send your first offer, and collect proof-of-work photos — all without asking your subs to create an account.