Product Updates
The latest features, improvements, and fixes from the Payaca team.
Matt BesseyReference your Items when creating Proposals via the API
The Payaca API now lets you build Proposals from your existing Item catalogue, so integrations can reuse pricing, materials, and tax settings without duplicating them inline.
Matt BesseyNew API endpoints: Webhook management and Pipelines
The Payaca API now supports full webhook CRUD and a pipelines listing endpoint, giving integration partners more control and visibility.
Matt BesseyPayment schedules on Change Proposals
Change Proposals can now carry their own payment schedule, so your Customers can see exactly how mid-project changes affect what they'll pay and when.
Matt BesseyDave can now answer questions about your data
Ask Dave questions about your business and get instant answers
Dave TimmsSpeak to Agent Dave with voice input
You can now talk to Agent Dave using your microphone - just tap the mic button and start speaking. Your words appear in real time as you dictate.
Martha HearnAgent Dave can now search your schedule
Ask Dave about upcoming events, team availability, and customer appointments - it can now search and filter your Scheduled Events.
Martha HearnYou can now push Projects to Spruce for heat loss calculations
Connect your Spruce account and push Projects directly from the Design tab - property data pre-filled from EPC records.
Owen EvansAgent Dave now lives in a side panel
Agent Dave chat has moved from a floating modal to a dedicated side panel, so you can chat while navigating Payaca. Plus, human support is now accessible directly from the chat.
Martha HearnAgent Dave is better at taking action on your behalf
Agent Dave is now more reliable when adding Notes to your Projects and other common actions.
Owen EvansHelp text now shown above form fields
Field help text is now positioned above inputs instead of below, so your team can read guidance before filling in the field.
Martha HearnAgent Dave can now search your projects in more ways
Ask Agent Dave to find projects by value, customer, date range, and latest activity — making it easier to get answers about your work.
Matt BesseyIntroducing Service Plan Projects
Each Service Plan Period now gets its own Service Plan Project, giving your recurring service work a dedicated home alongside the rest of your business.
Owen EvansNested Fieldsets for structured site surveys and job data
Custom Fieldsets can now contain sub-Fieldsets, so you can group related fields together - like roof details and heat pump siting under a single site survey.
Matt BesseyService Plan Subscriptions now include Customer Address
Subscriptions can now be linked to a specific Customer Address, making it easier to manage Service Plans for Customers with multiple sites.
Matt BesseyAgent Dave is now available to everyone
Your AI assistant Dave is now included with every Payaca plan. Ask questions, look up information, create records, and manage your workflow — all from the chat.
Matt FranklinInbox: Track emails against your projects
Use your existing email client (Gmail, Outlook, or any other) to track all customer emails against your Payaca projects. Forward emails in or BCC on outbound messages to keep your whole team in the loop.
Owen EvansAdd custom colours to your Pipeline Stages
Alongside the default Pipeline Stage colours, you can now choose any custom colour for your pipeline stages.
Martha HearnResponsive forms: Letting field agents work more flexibly
Field app users can now choose which responsive forms to complete, with self-assigned tasks for custom fieldsets made available by admins.
Owen EvansResponsive forms: Display Select fields as vertical buttons
You can now display Select custom field types as vertical buttons instead of a traditional dropdown, making form completion faster and more touch-friendly.
Matt FranklinA big upgrade to Pipelines
Pipelines just got a major overhaul — richer project cards, visual automations, stage guards for compliance control, drag-and-drop with validation, and full stage configurability.