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Filter the schedule by pipeline

Improvement14 October 2026·
Martha HearnMartha Hearn, Senior Software Engineer

You can now filter the schedule by pipeline. This means that an install manager can choose to see just the heat pump installs, without the surveys and service visits around them. It works alongside the team filters, and Payaca remembers your choice for next time.

The pipeline filter at the top of the schedule, next to the team filter, set to all pipelines

← Older

Show grants on estimates and proposals

Newer →

Your templated automations are now fully configurable

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