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.

The Payaca customer portal under the installer's brand, showing a San Diego project with a solar and battery proposal waiting for the customer to review and sign
“You and your team have been just a joy to work with.”
AS
Andy Sellick
CTO, OVO Solar & Heating

Your customers expect transparency throughout their installation journey. Payaca's customer portal gives homeowners a single place to track progress, view documents, and make payments without calling your office.

Automated communications keep them informed at every stage, from appointment confirmations to completion notifications. The result is fewer support calls, faster payments, and the kind of experience that drives referrals.

What's included

Everything you need to keep customers informed and let them pay online.

Customer portal

Customers view documents, track project progress, and pay invoices 24/7. Reduces calls and builds trust.

Automated communications

Appointment reminders, quote follow-ups, and status updates. Keep customers informed without manual work.

Service plans

Manage recurring maintenance agreements and annual services. Auto-renewal reminders and scheduling.

Online payments

Customers pay via card or bank transfer through their portal. Instant confirmation and receipt generation.

Frequently asked questions

What is a customer portal for installers?
A customer portal gives homeowners 24/7 access to their project information, documents, progress updates, invoices, and payment options. Payaca's portal reduces inbound calls and builds trust throughout the installation process.
Can Payaca send automated appointment reminders?
Yes. Payaca sends automated email and SMS reminders for appointments, quote follow-ups, and status updates. You configure the triggers once and communications run automatically.
How do online payments work with Payaca?
Customers pay via card or bank transfer through their portal or directly from a payment link. Payments reconcile automatically against invoices with instant confirmation and receipt generation.
What are service plans in Payaca?
Service plans let you sell recurring maintenance agreements, annual heat pump servicing, solar panel cleaning, battery health checks. Payaca handles auto-scheduling, recurring billing, and renewal reminders.
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