Customer experience
Keep customers informed and let them pay online
A portal under your brand where customers sign their proposal, pay, and find their documents whenever they need them.
Extras added in one tap
The customer adds an extra, sees the total change, signs and gets the deposit invoice.
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.
- Can my team see what the customer sees?
- Yes. Open a proposal, invoice or change proposal you've sent and choose Preview as Customer. The portal opens in a new tab exactly as your customer sees it, and a preview never counts as the customer opening it.
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


