23 articles tagged with Operations
Payaca automations now fire the moment a document is signed, and task templates carry a default assignee and deadline. How UK installers chain signatures, stage moves and pre-assigned tasks into one workflow.
Jamie Duncan
28 July 2026
Agent Dave now takes standing instructions - tell Payaca's AI assistant how your business works once and it applies that context to every conversation. A setup guide with example instruction sets for heat pump, solar and service-plan installers.
Jamie Duncan
27 July 2026
When a full-export G99 connection would be refused or need reinforcement, an export limitation scheme (ENA EREC G100) keeps the job alive. Here is how it works and how to track it across a busy install schedule.
Jamie Duncan
24 July 2026
Payaca automations now fire on DNO application status changes and on every change proposal event, not just acceptance. How UK installers wire up the two mid-job waits that stall installs: grid applications and scope changes.
Jamie Duncan
20 July 2026
England relaxed permitted development for air source heat pumps, but the right hinges on an MCS 020 noise assessment under 42 dB(A). A practical guide for UK installers on what changed and where jobs slip into a full planning application.
Jamie Duncan
18 July 2026
Payaca's enquiry forms are now live on every account. A lead lands as a ready-made project - no re-keying, and UK heat pump enquiries arrive with EPC data attached.
Ben Clarke
16 July 2026
July's Clean Flexibility Roadmap update sets dates that will reach installers' quotes: minimum standards for smart batteries later in 2026, a Smart Readiness EPC metric in 2027, and a landlord deadline in 2030. What to do about each.
Matt Franklin
14 July 2026
Bulk-bought stock used to land its whole cost on one unlucky project. Payaca's Stock Locations, now live on every account, hold it at real weighted average cost until a job actually uses it.
Matt Franklin
13 July 2026
MCS is moving every certified installer onto its redeveloped scheme through 2026. The three business roles you must assign, the risk-based assessment model, and what to have ready before your certification body starts your transition.
Jamie Duncan
6 July 2026
What an MCS-certified solar installer has to produce by commissioning sign-off - MIS 3002 evidence, IEC 62446 tests, the EIC, DNO notification, MID registration within 10 working days, and a handover pack that unlocks the customer's SEG application.
Jamie Duncan
2 July 2026
G99 rejections delay solar installations by weeks. These are the most common causes of failed applications - and what to fix before you submit.
Jamie Duncan
29 June 2026
A practical breakdown of where UK solar installer margin is won and lost - from survey to DNO energisation. Covers the real cost of quoting, MCS and DNO admin, on-site overruns, and how growing installers protect 20% margins as volume scales.
Jamie Duncan
15 June 2026
Connect your AI assistant straight to your Payaca account and ask it to do real work: pull stuck jobs, bulk-update projects, draft follow-ups, build reports. Here's why we built it and the practical things install teams can do with it.
Matt Franklin
4 June 2026
Mid-sized UK installers spend two engineers a year maintaining a bespoke CRM that handles maybe 60% of the workflow. The other 40% is on spreadsheets. Here's what's actually being paid for, and why the build never catches up to MCS, DNO and BUS V5.
Matt Franklin
27 May 2026
Decision-stage migration guide for UK clean-energy installers leaving HubSpot. What imports cleanly, what doesn't, what HubSpot stays good at, and how to sequence a 4-week cutover without losing project history.
Matt Franklin
25 May 2026
Pipedrive works well for the sales pipeline but stops at the deal-closed line. For UK solar, heat pump and battery installers, that's where the real work begins. A side-by-side workflow walkthrough: lead, quote, DNO, MCS, BUS, install, handover.
Jamie Duncan
22 May 2026
BUS V5 added a 拢2,500 grant for air-to-air heat pumps on 28 April 2026 - the first time UK policy has recognised the technology Sweden built a market around. The operations playbook for air-to-air installs is genuinely different from air-to-water. Here's what UK installers should borrow.
Jamie Duncan
15 May 2026
The 拢15bn is real. The 5-million-homes target is real. What's missing is the engineers. For UK heat pump installers, the next four years are an installer-capacity market - and the operations playbook that wins it is different from the one that won 2024.
Jamie Duncan
14 May 2026
The Boiler Upgrade Scheme moved to V5 on 28 April 2026. The voucher mechanism is unchanged - what's new is the mandatory upfront discount on the customer's quote and invoice. Here's how that changes installer cash flow, T&Cs, and template configuration.
Jamie Duncan
11 May 2026
MIS 3005 split into two documents on 1 April 2022 - one for design, one for installation. Most growing UK heat pump installers still treat them as one workflow, and that's where the data leaks. A practical guide to the design-to-install handoff for scaling installers.
Jamie Duncan
11 May 2026
EV charger install businesses live or die on throughput. A practical operational playbook for teams running 40+ installs a month - scheduling density, quote speed, mobile field completion, and keeping margin tight as volume grows.
Jamie Duncan
28 April 2026
Commissioning is where heat pump jobs get signed off - and where margin and customer satisfaction most often leak. A practical playbook for growing UK installers on MIS 3005, the MCS Installation Database, BUS V5 voucher applications and redemption, and clean handover.
Jamie Duncan
28 April 2026
A practical breakdown of where heat pump installer margin is won and lost - from survey to commissioning. Covers the real cost of quoting, MCS admin, on-site overruns, and how growing installers protect 20%+ margins as volume scales.
Jamie Duncan
22 April 2026