Run heat pump jobs from survey to MCS handover

Also in Payaca

The BUS grant on the quote

The grant shows as its own deduction, so the customer sees the full price, the grant and what they pay.

The survey on the surveyor's phone

Photos of the outdoor unit position, boiler, flue and cylinder cupboard go into your survey form and save to the job.

The MCS handover pack, made from the job

Payaca makes the handover report from the install record, with the photos, serials and test readings.

Paid, and you can see it

Deposit and balance invoices sit on the project, so you can see what's paid and what's due.

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 show the BUS grant on my quotes?

Yes. Ask Agent Dave to set up the BUS grant, then pick it when you build a proposal or add it to a proposal template. The proposal shows the full price, the grant as its own deduction and the total payable. If there's a payment schedule, the grant is its own stage and the customer's stages are reduced to match. Your profit figures still count the grant as revenue, because it changes who pays, not what the job is worth.

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.