Product Updates
The latest features, improvements, and fixes from the Payaca team.
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.
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.
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.
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...