Blog
Know your margin before you send the quote
How Payaca's live profit forecast in the proposal builder helps clean tech installers stop mispriced jobs from going out the door.
Matt Franklin
13 July 2026
Product Update
3 articles tagged with Product Update
Blog
What a pallet of panels really costs your margins
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
Blog
Meet Agent Dave: AI that actually does the work inside your CRM
In a conversation with Digital Tool Bag, Payaca CEO Matt Franklin demos Agent Dave, the AI assistant built into Payaca that can set up automations, analyse pipelines, create templates, and configure accounts through simple chat.
Matt Franklin
20 February 2026