Quote heat pumps, track BUS grants and sell service plans
Payaca understands heat pump installations. From heat loss calculations to MCS documentation, and from service plans to project tracking, it covers everything you need to run and scale an MCS-certified heat pump business.
Revenue overview
Q4 summarySound familiar?
These are the problems we hear from heat pump installers every week. If you're nodding along, you're not alone.
MCS audit anxiety: scrambling for paperwork before inspections
Manual heat loss calculation data entry into quotes
Tracking BUS vouchers and grant applications
No system for managing warranty and service visits
Compliance documentation scattered across folders and emails
Customers constantly calling for project status updates
Built for heat pump installers
Purpose-built features that understand your business
Grant & funding tracking
Track BUS vouchers, ECO funding, and grant applications per project. Know exactly where each application stands.
Compliance built in
Tools that understand UK regulations and certification requirements
Also quoting solar or battery alongside heat pumps? See how Payaca handles multi-technology installs
Learn more“We passed our MCS audit with zero issues. All the documentation was perfectly organised and auto-generated by Payaca.”
We help you build the process, not just sell you software
Most software vendors hand you a login and wish you luck. We work alongside you to build operational systems that actually work for your team.
Workflow mapping
We document your sales, installation, and service processes, then configure Payaca to match how your team works.
Data migration
We migrate your customers, projects, and service records from existing systems.
Team training
Role-based training for sales, surveyors, installers, and service engineers. Everyone learns workflows relevant to their role.
Go-live support
We're alongside you during the first weeks of live operation, refining processes and answering questions.
Design in Payaca, connect the rest
Solar design happens in Payaca with Glow, and heat pump estimates with Flow, both in limited release. These integrations cover the rest for heat pump installers.
Frequently asked questions
- Does Payaca integrate with Heatpunk?
- Yes. Heat loss calculations from Heatpunk flow into your quotes, with system sizing and equipment specifications imported rather than re-typed. You can also produce the estimate in Payaca with Flow (limited release, UK), which works from the address and EPC.
- How does Payaca help with MCS compliance?
- Payaca can be configured to generate MCS-compliant documentation using custom fields and HTML templates. Customer declarations, commissioning certificates, and handover packs are all linked to each project, keeping you audit-ready.
- Can I track BUS vouchers and grants in Payaca?
- Yes, Payaca tracks BUS vouchers, ECO funding, and grant applications per project. You can see exactly where each application stands and manage the complete grant process.
- 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.
- How is Payaca different from generic CRMs?
- Generic CRMs require extensive customization for heat pump workflows. Payaca is purpose-built with heat pump estimates in Payaca, Heatpunk import, MCS documentation, grant tracking, and service plan management 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.
Ready to run more installs without losing control?
Growing installers run their whole job on Payaca, from design or enquiry to payment. We'll handle your workflow mapping and data migration.