What's new in Payaca
Recently shipped by the team — quoting, design, install, and service tools for clean tech installers.
Attach documents and videos to your Custom Fields
Upload Custom Fields can hold documents and videos alongside images, and your field team can capture them on site from the Field Service app.
Matt Bessey
Martha HearnGroup and filter your schedule by team
Organise the scheduling board by team with collapsible headers, and scope the board to one or more teams in a click.
Matt BesseySee your Payaca schedule in your own calendar
Subscribe to a private feed of the Scheduled Events assigned to you in Google Calendar, Apple Calendar or Outlook.
Matt BesseyGroup your people into Teams
Create named Teams on your Users page, add members, and put staff in more than one - the foundation for scheduling and assigning work by team.
Martha HearnMore automation triggers: Change Proposals and signed Documents
Run automations at more points in a Change Proposal's life, and the moment a Customer signs a Document.
Martha HearnSee why a stage change is blocked, from the Project page
When you change a Project's stage from the Project page, blocked stages now explain which conditions still need to be met — the same guidance you get on the pipeline board.
Martha HearnHold and track bulk-bought stock with Stock Locations
Buy materials in bulk into named Stock Locations, see what's on hand and its real value, and move stock onto Projects at weighted average cost.
Matt BesseyTrack travel and admin time that is not tied to an Event
Field Agents can now track time that isn't linked to an Event - like travel between jobs - straight from the Field Service app.
Martha HearnMake signatures optional when accepting Proposals
A new Project setting lets Customers accept Proposals without providing a signature.
Martha HearnFilter and sort the Invoices list by how overdue they are
The Invoices list now has a Due filter with overdue ageing buckets, sortable Total, Due and Created columns, and a clearer view of invoices on archived Projects.
Martha HearnNew Webhook event: Invoice voided
Subscribe to the new invoice.voided event to react the moment an Invoice is voided.
Martha HearnReplace Proposals and read Invoice line items via the API
Two new Payaca API endpoints let integrations replace a Proposal and read the line items behind an Invoice, including the percentage of each Proposal Line Item being invoiced.
Matt BesseyGenerate and sign documents on site - even with no signal
Field Agents can now create a Document from any of your templates against the job they're on, and capture the customer's signature on the spot. Works fully offline.
Matt BesseyAdd ready-made forms to your account with Document blueprints
Browse Payaca's library of ready-made forms - gas safety records, commissioning sheets, inspection reports - and add one to your account in a single click.
Dave TimmsTask Notes now visible on the Field Service app
Field Agents can now see notes attached to a Task in the Field Service app, so instructions and context from the office reach them on site.
Martha HearnAgent Dave can now create events for you
Ask Dave to schedule a visit, survey, or call and it'll book the event - filling in the location, assignees and contacts to notify from the Project or Customer.
Matt BesseyA more scannable Project card on the Pipeline
Project cards on the Pipeline have been redesigned to carry the same information in less space, so you can read a whole stage at a glance.
Martha HearnCustom Field guards on Pipeline Stages
Stage guards can now check Custom Fields. Block a Project until a value matches, a field is filled in, or a whole Fieldset is completed.
Martha HearnMark Proposals as accepted via the API
Integrations can now mark a sent Proposal as accepted.
Matt BesseyFaster Field Service app launch
Field agents no longer have to wait for the Materials catalogue to sync before they can start working - it now downloads in the background.
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.