One system to run your entire heat pump operation

Also in Payaca

Install day on the crew's phone

Crews record serials and photos against the project on the field app, even with no signal.

Each stage paid

Invoices follow the payment schedule, so you can see what's paid and what's due.

Rebates on the proposal

Show a utility or state rebate as its own line, so the homeowner sees what they pay.

Your own forms

Commissioning checklists and refrigerant logs filled in on site and kept with the job.

Frequently asked questions

Does Payaca integrate with load calculation tools?

Yes, Payaca can import load calculations from design tools. System sizing and equipment specifications flow directly into your quotes without re-typing.

Can Payaca track federal and state incentives?

Yes, Payaca tracks federal tax credits, state rebates, and utility incentives per project. You can show customers their total savings on proposals.

Does Payaca support service plan management?

Yes, you can sell annual service plans at point of sale, auto-schedule service visits, send reminders, and manage recurring revenue, all within Payaca.

Can I create multi-technology proposals?

Yes, you can quote heat pump + ductwork + thermostat on a single proposal. Customers configure their package and accept digitally with e-signatures.

How is Payaca different from generic CRMs like Salesforce or HubSpot?

Generic CRMs require extensive customization for heat pump workflows. Payaca is purpose-built with load calculation integration, incentive tracking, service plan management, and field service capabilities out of the box.

How long does implementation take?

Growth, Scale and Enterprise include guided onboarding with data migration. We map your workflow, migrate your customers and projects, train the team by role and stay alongside you through go-live. Accelerator includes two funded setup sessions.