Blog
Why we built Glow and Flow
Why Payaca built solar design and heat pump estimates into the system installers run the job in, and why we're still open to the tools you use.
Matt Franklin
27 September 2026
Product
11 articles tagged with Product
How-to Guide
Build a custom document template without touching HTML
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
How-to Guide
Find any setting by typing what you're looking for
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
How-to Guide
The install workflow that runs itself: from customer signature to assigned tasks
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
How-to Guide
Make Payaca's AI sound like your company
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
How-to Guide
The DNO replied and nobody noticed: automating the middle of the job
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
How-to Guide
Stop re-keying leads: enquiry forms that build the project for you
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
Blog
We built an MCP server for Payaca. Here's what it lets your team do.
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
Blog
Design for simplicity at Payaca
This value represents our commitment and focus to remove complexity for our clients. In order to achieve this, it needs to be adopted across the whole organisation.
Joe Gravestock
18 December 2025
Blog
Complete your solar installations faster with automated commissioning applications
Payaca now handles commissioning applications for G98 and G99 installations. Complete the full DNO compliance workflow from initial application to final energisation approval.
Jamie Duncan
13 August 2025
How-to Guide
Create easy forms for collecting on-site job info
Stop messy paperwork! Learn to create simple digital forms in Payaca for your team to use on-site. Get accurate job info straight to your mobile app, every time.
Jamie Duncan
31 May 2025