Purpose-built for clean tech

Everything you need, in one system

Design the roof with Glow, quote it, run the install, track permits and inspections and get paid, in one system. Agent Dave, the AI built into Payaca, does the work you describe.

Agent Dave

Agent Dave, the AI built into Payaca. He does the work.

Ask Dave where you are losing jobs and he works it out from your account data. Ask him to chase quiet quotes and he builds the automation, shows you the full configuration and waits for you to switch it on. He edits your templates, shapes your fields and pipelines, and starts a solar design. He works as you, inside your permissions, and nothing goes to a customer without a person sending it.

Answers from your data

Automations, built to order

Documents and emails

Glow

Solar design inside the system that runs the job

Pin the roof. Glow pulls high-resolution imagery, finds the roof faces, lays the panels out from your own catalogue and builds the production estimate, in the project your team already runs the job from.

Your own catalogue

Production estimate

Design tools

Design in Payaca, or in the tool you already use

Solar design is built in, with Glow. In limited release. Pin the roof, lay the panels out from your own catalogue and the design becomes the priced proposal on the same project. If you design in OpenSolar, that integration is unchanged and still works.

Glow: solar design in Payaca

Also works with OpenSolar

Design file storage

Sales & quoting

Send multi-option quotes that customers sign and pay online

Create stunning proposals that convert, with a live profit forecast so you know your margin before you send. Multi-option quotes, e-signatures, and instant payment collection in one seamless flow.

Interactive proposals

Design in Payaca, or import

Operations & scheduling

Schedule your field team on a map and track every job

Scheduling and invoicing, mobile app for engineers, and real-time project tracking. Map-based views keep everyone in sync, on site, and on time.

Map-based scheduling

Real-time project tracking

Customer experience

Keep customers informed and let them pay online

Give customers 24/7 access to their portal. Track progress, view documents, book appointments, and pay online.

Customer portal

Automated communications

CRM

Track deals, customers and emails from lead to install

Built for installers switching off Salesforce or HubSpot. All the pipeline management, customer records and email tracking you'd expect, plus the design tool imports, compliance and field service a generic CRM can't do.

Pipeline management

Customer records

Finance & reporting

Send invoices and see the real margin on every job

Invoicing, accounting sync, project costing, and custom dashboards. See exactly where your profit comes from.

Accounting sync

Project costing

Integrations

Connect Payaca to your accounting, email and design tools

Sync with accounting, email, design tools, and thousands of apps via Zapier. Plus full API access for custom builds.

Xero & QuickBooks

Gmail integration

Automations

Run more installs without losing control

Automate the repetitive tasks that slow you down. Trigger actions based on events, send communications automatically, and keep your pipeline moving without manual intervention.

Workflow builder

Scheduled actions

Service plans

Sell maintenance plans that schedule and bill themselves

Sell maintenance contracts, manage annual services, and build predictable recurring revenue. Keep customers for life.

Maintenance contracts

Auto-scheduling

Recurring billing

Mobile app

Give engineers their jobs, forms and sign-off on site

A powerful field service app that works offline. Schedules, job details, forms, photos, and timesheets, all on mobile.

Offline-first design

On-site document generation

On-site sign-off

Compliance & documentation

Track permits, PTO and incentive records on every job

Track AHJ permits, NEM interconnection, and ITC tax credit documentation without spreadsheets. Built for US solar, battery, and EV installers.

AHJ permit tracking

NEM interconnection & PTO

Incentive documentation chain

Stock & purchasing

Order the kit, hold the stock and know what every job really cost

Link materials to the items you sell so the margin is known when you quote. Raise purchase orders to suppliers from the project, hold bulk stock in named locations at weighted average cost, and see forecast against actual cost on every job.

Materials linked to what you sell

The materials list on every project

Purchase orders from the project

Custom fields & documents

Capture what your jobs need, then turn it into your own documents

Build fieldsets for projects and customers with the field types your surveys, permits and commissioning actually use, and generate branded PDFs from the answers. Agent Dave, the AI built into Payaca, builds them with you.

Fieldsets on projects and customers

Buttons or a dropdown

Dedicated onboarding available

Ready to run your whole install business in one system?

Growing installers run their whole job on Payaca, from quote to final payment. We'll handle your workflow mapping and data migration.

Dedicated onboarding

Data migration support

AI + human support