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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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HVAC
Built for Contractors
INDUSTRIES / SERVICE & INSTALL

HVAC

Systematic Service Flow.

Manage service calls, maintenance contracts, and high-ticket system replacements with precision.

Start Free Trial
VISIBILITY24/7
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
START FREE FOREVER
01Overview02Pain Points03Key Features04By The Numbers05Social Proof06THE REVENUE GAP07ALL TRADES
01 / Overview

HVAC

HVAC businesses balance emergency service calls with long-term install projects. Kaching helps you dispatch faster, track equipment history, and close more system replacements.

Manage service call intake and dispatching
Track system install project timelines
Automated maintenance reminder sequences
On-site quote builder for system replacements
Invoicing and online payment collection
Revenue forecasting for seasonal planning
02 / PAIN POINTS

What's Holding Your HVAC Business Back

Emergency call chaos

Emergency service calls derail your scheduled installs. Without a triage system, revenue bleeds from both ends.

01

Missed maintenance revenue

Annual maintenance contracts are the most reliable revenue in HVAC — yet most companies fail to systematize reminders.

02

Technician underreporting

Techs log the work but not the upsell opportunity. A replacement suggestion never reaches the office.

03

Seasonal cash flow gaps

Summer and winter peaks mask the slow seasons. Without forecasting, you can't staff or inventory properly.

04

⚡ Kaching is engineered to eliminate every one of these — within 48 hours of setup.

03 / KEY FEATURES FOR THIS TRADE

Built Specifically for HVAC Contractors

Service Request Intake

Capture emergency and maintenance calls the moment they come in.

Replacement Quotes

On-site system replacement quotes with part numbers and labor rates.

Maintenance Reminders

Automated annual reminder sequences for every service contract customer.

Post-Job Invoicing

Auto-generated invoices with online payment so techs get paid before they leave.

View All Features
04 / BY THE NUMBERS

What Kaching Delivers for HVAC Businesses

28%

More Replacements Closed

Via on-site upsell system

92%

Maintenance Renewal Rate

With automated reminders

1 day

Invoice Turnaround

From job completion to paid

4.8×

ROI Year One

Based on average HVAC account

05 / SOCIAL PROOF

Contractors Who Made The Switch

VERIFIED REVIEWS

5★

PLATFORM

Trusted by
Contractors

Diane B.
HVAC Service & Install
NODE_02
“
“We went from chasing invoices to collecting online the same day the job is done. And our maintenance contracts basically renew themselves now.”

RENEWAL RATE

92% maintenance renewal

Diane B.

Diane B.

Airflow Pro HVAC

VERIFIED
01 / 05

JOIN THEM

Replace your spreadsheets with a real system — set up in 48 hours.

Get Started Free
06 / THE REVENUE GAP

Three steps to revenue.

01

Service Request

Customer requests a service call online. The lead hits your dashboard with all equipment details.

02

On-Site Diagnostics

Technician performs the visit, logs findings, and builds an on-the-spot quote for repairs or replacement.

03

Resolution & Payment

Work is completed, invoice is sent automatically via email/SMS, and payment is collected online.

SEE IT IN ACTION

Maintenance Reminders

Automated reminder fires 30 days before contract anniversary. One-click renewal.

Screenshot pending

A capture of the "Maintenance Reminders" flow will appear here. Component picks up the URL automatically.

REAL CONTRACTORS, REAL RESULTS

What contractors actually say

"Maintenance reminders alone added $180k in recurring revenue last year. We stopped losing service contracts to forgotten renewals."

[Real customer name]

Owner

[HVAC company, 8-tech]

RESULT

+$180k recurring

placeholder — replace with real quote

"Emergency calls used to derail my whole schedule. Now triage happens in the dispatch board — installs stay on track."

[Real customer name]

Operations Manager

[HVAC company, mid-size]

RESULT

Zero install delays

placeholder — replace with real quote

"Techs log replacement opportunities at the job. Office sees them same-day. We close 31% more upsell quotes."

[Real customer name]

Owner

[HVAC, residential]

RESULT

+31% upsell close

placeholder — replace with real quote

INTEGRATIONS

Connects with your stack

No tool migration required. Sync starts immediately.

QuickBooksStripeGoogle CalendarTwilioZapierAPI + Webhooks
PRICING

How much does it cost for hvac?

No credit card required. Cancel anytime. Same prices regardless of trade.

Solo

$9/ mo

For one-truck operators

  • 1 user
  • Unlimited quotes + invoices
  • Stripe payments
  • Mobile app
Start free
Most popular

Growth

$149/ mo

For growing teams

  • Up to 10 users
  • Automations + sequences
  • Client portal
  • Phone + SMS
Start 14-day trial

Scale

Custom

Multi-location + B2B

  • Unlimited users
  • Multi-location
  • API + webhooks
  • Dedicated support
Talk to sales

All plans include email support + product updates

Not ready to trial? Get pricing by email.

A PDF breakdown of plans tuned for hvac. No card. No call.

No spam. One-click unsubscribe.

EXPLORE FURTHER

Three questions owners ask us

COMPARING OPTIONS?

Thinking about Housecall Pro?

See how KaChing stacks up side-by-side: features, pricing, and migration support.

See the comparison
MULTI-LOCATION

Run multiple locations?

Consolidated reporting, per-location data isolation, smart lead routing by territory.

See multi-location
COMMERCIAL OPERATIONS

Do you serve commercial accounts?

SOC 2 posture, NFPA/EPA-aligned certifications, compliant exports for commercial contracts.

See compliance posture
07 / LEARN MORE

ALL TRADES

VIEW ALL TRADES

GENERAL CONTRACTORS

RESIDENTIAL & COMMERCIAL

ROOFING

STORM & REPLACEMENT

ELECTRICAL

SERVICE & NEW BUILD

PLUMBING

REPAIR & RENOVATION

Start Now

STREAMLINE YOUR HVAC OPS

See how Kaching works for your trade.