Product Updates
The latest features, improvements, and fixes from the Payaca team.
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.
Matt FranklinAgent Dave updates!
We've made significant improvements to Dave, your AI assistant in Payaca. Automations Dave can now help you set up automations that trigger actions based on...
Dave TimmsSmarter Invoice Scanning
Payaca lets you quickly record purchased materials on a project by scanning an invoice or receipt from a photo, screenshot or PDF. This reads the items, prices...
Matt FranklinIntroducing Agent Dave
Dave is your AI assistant inside Payaca. Ask him anything, get him to do things for you. Look up information Find customers, projects, invoices, proposals,...
Matt FranklinA brand new business dashboard
We've rebuilt the dashboard from the ground up to give you a clear, real-time picture of how your business is performing. At a glance, you can now see:...
Matt BesseyAPI: Upload Files to a Project
Payaca API users can now upload images, videos, and documents to Projects via the Payaca API. For more details see the Project Files API docs .
Matt FranklinRemove Energy Performance Certificates
Did your customer get a new EPC and you need to replace it on a project? Now you can remove it and add the new one.
Jamie DuncanTagging Field Agents in Event Notes
We have added the ability to tag Field Agents within events (that they are assigned to) so that they can now be notified of any changes to future or ongoing...
Dave TimmsNew Automation Condition for Deposit Invoices
Automations which are triggered by invoice events can now filter to only deposit invoices with the new "Is deposit invoice" condition. This is particularly...
Jamie DuncanConvert HTML files into PDFs for 3rd party sharing
We have updated the new HTML form functionality to now include converting to these into PDFs to allow you to share them outside of just the customer portal...
Matt FranklinReorder your custom fieldsets 🔢
Want to change the order of your custom fieldsets so your most important fieldsets appear at the top? Now you can! Head to the custom field settings page and...
Dave TimmsNew Automation Triggers: "Invoice Voided" and "Proposal Acceptance Removed"
You can now run automation actions when you void an Invoice or remove the customer's acceptance from a Proposal.
Martha HearnNew Automation Trigger: "On Change Proposal Accepted"
You can now run Automation Actions whenever a Change Proposal is accepted
Client portal UI update
We have updated the client portal with the new design. Notably: Actions banners - now appear automatically based on actions required by the customer. For...