Product Updates
The latest features, improvements, and fixes from the Payaca team.
Agent 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...
Smarter 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...
Introducing 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,...
A 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:...
API: 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 .
Remove 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.
Tagging 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...
New 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...
Convert 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...
Reorder 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...
New 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.
New 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...
Share generated documents with field users
You can now share generated documents with your field users through the Field Service App.
Contacts dashboard in analytics
We've added a new dashboard to help you organise and search through all your contacts in one place. Head to Analytics → Contacts to access two powerful views:...
Clear Custom Field Values Instantly
You can now reset any custom field with a single tap. Every custom field now has a "Clear" button that instantly resets it to empty. No more manually deleting...
Simpler true/false custom fields
Boolean custom fields now use a simple two-button toggle instead of a dropdown menu. Just tap the ✓ for true or ✗ for false. You can now see both options at a...
Set upload limits on custom upload fields
Custom upload fields now support a configurable file limit, allowing field users to upload multiple images per field in response tasks on the field service app.
Payaca API: List and filter Projects and Customers
We've added 2 new endpoints to the Payaca API GET customers Get a page of customers, optionally filtering by customer contact email ( docs ) GET projects Get a...
Collect customer signatures on your custom documents 📝
Need your customer's confirmation on a document you've shared with them? Our newest feature lets you collect customer signatures without friction , giving you...