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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.

Privacy PolicyTerms of ServiceData Deletion
WINDOW REPLACEMENT
Built for Contractors
INDUSTRIES / RESIDENTIAL & COMMERCIAL

WINDOW REPLACEMENT

Seal More Deals.

Manage window replacement quotes, manufacturer orders, and installation scheduling in one system.

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

WINDOW REPLACEMENT

Window replacement contractors handle complex product specs and long lead times. Kaching keeps every quote, order, and installation milestone organized so nothing falls through the cracks.

Capture precise rough opening measurements on-site
Track manufacturer order status and ETAs
Professional quotes with glass specs and energy ratings
Automated follow-ups for full-home bids
Digital signature capture for instant approval
Milestone billing: deposit, delivery, install, and seal
02 / PAIN POINTS

What's Holding Your WINDOW Business Back

Measurement errors cause re-orders

A 1/4-inch error means a returned unit, a 4-week delay, and a margin-crushing shipping fee.

01

Lead time chaos

Custom window orders take 4-8 weeks. Without tracking, you're the one getting the angry calls.

02

High-ticket bid silence

Full-home replacements are $10-50k decisions. Clients need multiple professional touchpoints to commit.

03

Energy rebate documentation gaps

Clients want specs for government rebates. Disorganized spec sheets cost you referrals after the job.

04

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

03 / KEY FEATURES FOR THIS TRADE

Built Specifically for WINDOW Contractors

Product-Based Proposals

Per-opening quotes with glass spec, frame, and energy efficiency ratings.

Order Tracking Board

Track manufacturer orders, ETA, and installation milestones in one place.

High-Ticket Follow-Ups

Multi-touch follow-up sequences for full-home replacement bids.

Client Portal

Share order status and spec documents without picking up the phone.

View All Features
04 / BY THE NUMBERS

What Kaching Delivers for WINDOW Businesses

Zero

Measurement Errors

With on-site photo dimension logs

100%

Lead Time Visibility

Per order, per project

38%

Higher Full-Home Close

With structured follow-up system

4.9★

Client Satisfaction

Portal-managed installations

05 / SOCIAL PROOF

Contractors Who Made The Switch

VERIFIED REVIEWS

5★

PLATFORM

Trusted by
Contractors

Jason R.
Storm & Replacement Roofer
NODE_01
“
“During storm season we used to lose half our leads just because we couldn't follow up fast enough. Kaching sends the quote before I'm off the roof.”

CONTRACTS CLOSED

+40% contracts closed

Jason R.

Jason R.

Peak Roofing Solutions

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

Measurement

Log precise rough opening dimensions and window conditions with photos during the site visit.

02

The Proposal

Build a professional quote with product specifications and energy ratings in minutes.

03

Install & Collect

Track the order through delivery and installation. Collect final payment digitally on completion.

REAL CONTRACTORS, REAL RESULTS

What contractors actually say

"Replace this with a real customer quote relevant to the trade. Include a metric and the customer's role."

[Real customer name]

Owner

[Company, size hint]

RESULT

[Specific metric]

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 window replacement?

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 window replacement. No card. No call.

No spam. One-click unsubscribe.

EXPLORE FURTHER

Three questions owners ask us

COMPARING OPTIONS?

Thinking about other CRMs?

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
PRICING

How much does it cost?

Starts at $49/mo. No commitment. Cancel anytime.

See plans
07 / LEARN MORE

ALL TRADES

VIEW ALL TRADES

GENERAL CONTRACTORS

RESIDENTIAL & COMMERCIAL

ROOFING

STORM & REPLACEMENT

HVAC

SERVICE & INSTALL

ELECTRICAL

SERVICE & NEW BUILD

Start Now

SCALE YOUR WINDOW BUSINESS

See how Kaching works for your trade.