Question 1

What is Kaching?

Accepted Answer

Kaching is a simple CRM built for contractors. It gets leads from your website, tracks them on an easy deal board, helps you send professional quotes, collect payments, and see your business growth — all in one easy-to-use system.

Question 2

Who is Kaching built for?

Accepted Answer

Kaching is built for trade and home service businesses: roofers, HVAC techs, plumbers, electricians, painters, and general contractors. If you run a crew and want a simpler way to manage your jobs, this is for you.

Question 3

Do I need a website from Kaching to use the system?

Accepted Answer

No. Kaching works with any website. However, if we built your website, it connects automatically so your leads flow directly into your account with no extra setup.

Question 4

Is there a free trial?

Accepted Answer

Kaching has a Free Forever plan for single users. No trial period, no credit card required. You can use the core deal board for free as long as you need.

Question 5

How is Kaching different from other CRMs?

Accepted Answer

Most CRMs are built for office workers. Kaching is built for the field: site visits, quick quotes, job scheduling, and material tracking. It's the right tool for contractors, without the extra junk you'll never use.

Question 6

How do website leads work?

Accepted Answer

When someone fills out a form on your website, their info shows up in Kaching instantly. A new lead is created automatically so you can follow up right away.

Question 7

How do I connect my website?

Accepted Answer

In your settings, just copy your unique API key and add it to your website forms. Leads will start flowing into your account immediately.

Question 8

Can I get leads from Facebook and Instagram?

Accepted Answer

Yes. Kaching connects to Facebook Lead Forms so your social media leads show up in the same place as your website leads.

Question 9

Will I be notified of new leads?

Accepted Answer

Yes. You can set up email and text alerts so you know the second a new lead comes in. You can also notify your whole team at once.

Question 10

Can I track where my leads come from?

Accepted Answer

Yes. The system tracks whether leads came from Google, Facebook, your website, or referrals, so you know what's actually working.

Question 11

What is the deal board?

Accepted Answer

The deal board is a simple visual way to see all your active jobs. You can see who the customer is, the job value, and what needs to happen next. Just drag and drop to move jobs forward.

Question 12

Can I customize the stages?

Accepted Answer

Yes. You can rename or add stages to match exactly how you run your jobs. It's built to fit your business, not the other way around.

Question 13

How do I assign jobs to my team?

Accepted Answer

Just click a job and select a team member. They'll get a notification and see the job in their own list immediately.

Question 14

Can I schedule site visits and reminders?

Accepted Answer

Yes. Each job has a timeline where you can log calls, schedule visits, and set reminders so you never forget to follow up.

Question 15

What happens when a job is finished or lost?

Accepted Answer

Just move it to 'Finished' or 'Lost'. This helps the system show you your close rates and total revenue so you can grow faster.

Question 16

How do I create a quote?

Accepted Answer

From any lead or job, click 'New Quote'. Add your items from your price list, and the system builds a professional document you can send in seconds.

Question 17

Can customers sign quotes online?

Accepted Answer

Yes. Your customers get a link where they can view the quote and sign it digitally. You get a notification the moment they approve.

Question 18

How do I get paid?

Accepted Answer

Turn any approved quote into an invoice with one click. Invoices include a simple payment link so your customers can pay you online instantly.

Question 19

Can I take deposits?

Accepted Answer

Yes. You can request a deposit or partial payment on any job. The system tracks the balance automatically.

Question 20

Can I save my standard pricing?

Accepted Answer

Yes. Build a price list of your services and materials. You can then pull these into any quote instantly to save time.

Question 21

What kind of reports do I get?

Accepted Answer

You get simple, clear dashboards showing your total sales, lead sources, revenue forecasts, and team performance. No confusing charts, just the numbers you need.

Question 22

Can I see which ads are working?

Accepted Answer

Yes. The reports show you exactly which lead sources are making you the most money, so you know where to spend your marketing dollars.

Question 23

Can I track my team's sales?

Accepted Answer

Yes. See exactly how many leads each person is closing and how much revenue they're bringing in.

Question 24

Can I export my data?

Accepted Answer

Yes. You can export your reports to CSV or use our API if you need to connect to other tools.

Question 25

How many team members can I add?

Accepted Answer

It depends on your plan. The Free plan is for 1 person, the Professional plan for up to 3, and the Growth plan for up to 10. We don't charge extra per user.

Question 26

Can I control what my team sees?

Accepted Answer

Yes. You can set roles like Admin, Manager, or Field Tech so everyone only sees the info they need for their job.

Question 27

Can I manage multiple locations?

Accepted Answer

Yes. Our higher plans allow you to manage multiple brands or locations from one single account.

Question 28

Is my data private?

Accepted Answer

Yes. Each account is completely separate. Your leads, customers, and numbers are yours and yours alone.

Question 29

What integrations are supported?

Accepted Answer

Kaching supports intake grids, Meta Lead Forms, Resend, Plivo, and a full REST API for Zapier, n8n, and custom workflows.

Question 30

Does Kaching have an open API?

Accepted Answer

Yes. The REST API gives you programmatic access to the entire vault. Authentication is via secure API key with standard REST conventions.

Question 31

Can I use Zapier or Make.com?

Accepted Answer

Yes. We support REST hooks. Subscribe to events like node.created or liquidity.ingested and trigger any downstream automation in Zapier or Make.

Question 32

Can I connect multiple intake grids?

Accepted Answer

Yes. You can connect multiple websites and manage nodes from all your domains in one central vault.

Question 33

How much does Kaching cost?

Accepted Answer

Kaching offers three tiers: Starter Node at $0 (1 node), Tactical Unit at $49 (up to 3 units), and Enterprise Engine at $99 (up to 10 units). No per-seat fees beyond your tier limit.

Question 34

Are there long-term contracts?

Accepted Answer

No. All plans are month-to-month. You can upgrade, downgrade, or cancel at any time with no penalty.

Question 35

What happens if I exceed my unit limit?

Accepted Answer

You'll need to upgrade to the next tier before adding more unit members. Existing nodes are never locked out of the system.

Question 36

Is there a setup fee?

Accepted Answer

Zero setup fee on all plans. Your vault is ready to deploy the moment you sign up.

QUESTIONS?

General

Leads & Website Forms

Jobs & Deal Board

Quotes & Payments

Reports & Numbers

Teams & Access

Integrations & API

Pricing & Plans

STILL HAVE QUESTIONS?

QUESTIONS?

General

Leads & Website Forms

Jobs & Deal Board

Quotes & Payments

Reports & Numbers

Teams & Access

Integrations & API

Pricing & Plans

STILL HAVE QUESTIONS?

QUESTIONS?

General

01What is Kaching?

02Who is Kaching built for?

03Do I need a website from Kaching to use the system?

04Is there a free trial?

05How is Kaching different from other CRMs?

Leads & Website Forms

01How do website leads work?

02How do I connect my website?

03Can I get leads from Facebook and Instagram?

04Will I be notified of new leads?

05Can I track where my leads come from?

Jobs & Deal Board

01What is the deal board?

02Can I customize the stages?

03How do I assign jobs to my team?

04Can I schedule site visits and reminders?

05What happens when a job is finished or lost?

Quotes & Payments

01How do I create a quote?

02Can customers sign quotes online?

03How do I get paid?

04Can I take deposits?

05Can I save my standard pricing?

Reports & Numbers

01What kind of reports do I get?

02Can I see which ads are working?

03Can I track my team's sales?

04Can I export my data?

Teams & Access

01How many team members can I add?

02Can I control what my team sees?

03Can I manage multiple locations?

04Is my data private?

Integrations & API

01What integrations are supported?

02Does Kaching have an open API?

03Can I use Zapier or Make.com?

04Can I connect multiple intake grids?

Pricing & Plans

01How much does Kaching cost?

02Are there long-term contracts?

03What happens if I exceed my unit limit?

04Is there a setup fee?

STILL HAVE QUESTIONS?

QUESTIONS?

General

01What is Kaching?

02Who is Kaching built for?

03Do I need a website from Kaching to use the system?

04Is there a free trial?

05How is Kaching different from other CRMs?

Leads & Website Forms

01How do website leads work?

02How do I connect my website?

03Can I get leads from Facebook and Instagram?

04Will I be notified of new leads?

05Can I track where my leads come from?

Jobs & Deal Board

01What is the deal board?

02Can I customize the stages?

03How do I assign jobs to my team?

04Can I schedule site visits and reminders?

05What happens when a job is finished or lost?

Quotes & Payments

01How do I create a quote?

02Can customers sign quotes online?

03How do I get paid?

04Can I take deposits?

05Can I save my standard pricing?

Reports & Numbers

01What kind of reports do I get?

02Can I see which ads are working?

03Can I track my team's sales?

04Can I export my data?

Teams & Access

01How many team members can I add?

02Can I control what my team sees?

03Can I manage multiple locations?