40 articles tagged with Operations
A first-hand guide for UK heating and renewables businesses moving off Commusoft. What the backup export contains, how it maps onto Payaca, what comes across cleanly, what gets rebuilt, and how we sequence the move.
Jamie Duncan
31 October 2026
The move to the redeveloped MCS scheme starts with a 15-minute onboarding call. What MCS asks on it, who should be on it, and how to prepare.
Georgia Eves
30 October 2026
A first-hand guide for UK heat pump, solar and battery businesses moving off Simpro. What you can get out of Simpro, where it lands in Payaca, what gets rebuilt, and how we sequence the move without stalling live jobs.
Jamie Duncan
29 October 2026
What came across, what we rebuilt and how we sequenced it when a UK heat pump and solar business moved from BrightOffice to Payaca. Written from the migration we ran, not from a template.
Jamie Duncan
28 October 2026
What the MCS Technical Supervisor role requires, what happens when their qualification lapses, who can hold it, and when you need more than one.
Jamie Duncan
16 October 2026
Batteries have no permitted development class of their own. When a home battery needs planning permission, and what to capture at survey.
Jamie Duncan
12 October 2026
There's no literal G98 or G99 certificate, just the DNO's written confirmation. How to apply online, what it costs and how long each route takes.
Jamie Duncan
8 October 2026
Your DNO is whoever owns the network at the property, not the energy supplier. How to look it up, and when you don't have to.
Jamie Duncan
6 October 2026
The G99 Fast Track process connects small generation and storage installations in around 10 working days instead of a full G99 assessment. The three SGI categories, the forms, and the details that keep an application moving.
Jamie Duncan
5 October 2026
The MCS audit checklist for the redeveloped scheme: the documents, records and evidence you should be able to produce in ten minutes before the assessment.
Jamie Duncan
14 September 2026
'Further information required' is not a rejection. What the status means, where the DNO actually contacts you, and what it does to the 45-working-day clock.
Jamie Duncan
7 September 2026
G98 and G99 are decided by one number: 16A per phase, measured across everything installed at the property, not per device. The comparison table, the G99 Fast Track route that sits between the two, and the design-capacity rule most guides get wrong.
Jamie Duncan
31 August 2026
Most install businesses cost jobs from the quote, not from what was spent. Where the gap opens up, and what accurate job costing needs in practice.
Alex Simon
25 August 2026
Payaca now shows the DNO's own reasons on a 'works required' connection application, so installers know whether they're waiting on paperwork or a network upgrade.
Jamie Duncan
24 August 2026
Payaca document templates are now built by conversation - describe the handover certificate or commissioning form you need and Agent Dave writes the layout for you, live, no HTML required.
Jamie Duncan
14 August 2026
The cash flow maths of a UK solar install business - deposit caps, RECC advance payment rules, supplier terms and the gap between commissioning and final payment. A worked example showing how the same 20% margin job can tie up 拢4,525 or 拢250.
Jamie Duncan
12 August 2026
Company Settings has been rebuilt: a searchable left-hand nav replaces the old 13-tab wall, so you can jump straight to any setting by name, or by what it does.
Jamie Duncan
4 August 2026
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
Every MCS certified business moves to the redeveloped scheme by 31 March 2027. The roles to assign, the new assessment model, and what to have ready.
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
A G99 application covers any system above the G98 threshold and has to be approved before you install. What triggers one, how long approval takes on each network, and the errors that send it back.
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